Navigating CRM data can be daunting. It’s a commitment to keep your records up-to-date, clean, and functional for sales processes – but it’s also essential to have a methodology to evaluate effectiveness. In our journey to make CRM Data meaningful and actionable, we’ve identified 5 Key Principles that fulfill both ambitions: good CRM hygiene practice that results in reliable measurement metrics down the line.
Analytics is the visualization that started it all. This dashboard is for those who want multiple data points that bring the whole context into the picture.
Trends is the visualization primarily built for the data-driven marketer. It answers the critical questions and the more complex. Evaluate lead sources for one rooftop or many in the same dashboard.
Do you ever wish you knew precisely which sales team members do the best with certain lead types? That is what Moneyball is all about. Isolate lead types and sources to gain insights on what team members are top performers by lead type and channel.
