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Prioritize sales effort. Assess sales performance. Predict sales results.
Work effectively
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- Centralize and organize all
key activities, opportunities,
histories, notes and contacts in one or
more interactive and graphical dashboard
views. Align opportunities with
activities to ensure proper follow-up.
- Manage your database —
Realign territories. Reschedule multiple
activities or opportunities at once.
Edit contact records and histories.
- Communicate faster by
emailing one or more activities, or
histories directly from the dashboard.
- Preview contact details. The
drill-down links activities or
opportunities directly to the contact
details allowing you to easily update
your database.
- Create follow-up activities from your pipeline list.
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Analyze interactively
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- Compare, analyze and drill down
on graphical activity, history,
opportunity, product or query graphs (including sum and average).
- Monitor and quantify sales
performance with key performance
indicator (KPI) statistics.
- Set targets for activity and
opportunity levels to identify gaps and
adjust
sales plans. Analyze your
pipeline by product using targeted
groups such as customers or prospects.
- View multiple ACT! calendars
inside the dashboard.
- Choose from many powerful
dashboard templates and easily
customize your own dashboards using our Dashboard Wizard. Drag and drop panels
to move them.
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Report instantly
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- Share your dashboard as a
report in PDF format.
- Export any list to MS Excel.
- Automate your dashboard reporting
with
TopLine Dash Alerts. Refer to
TopLine Dash Alerts for additional
information.
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Simple to use. Immediate impact.
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