October 24, 2016 ByDave Larson
Business owners know it is critically important to keep up
with what is going on in the sales department of your company. Unfortunately,
that is easier said than done. Some companies do their best to keep up using
reports, spreadsheets and emails. Tracking sales like this can be a time
consuming mess. What is worse, you could wind up looking at outdated
information that could be weeks old. Now there is a better way.
Live Data Sales
Live Data Sales Dashboards are so useful because they
provide real time data-driven answers to specific questions with the click of a
You can answer questions such as:
- How are sales going today?
- How many new sales opportunities came in today?
- How effective is our team’s sales activities now?
- Are we on track to meet our sales goals?
- Which reps are performing the best?
- Is my current pipeline sufficient or do we need to drive more
- Which products and campaigns are bringing in the most
- And more…
Live Data Sales
Dashboards for Small Businesses
To get live data feeds you need cloud-based products like
Graphly or Grow.
Graphly can show you data straight out of Infusionsoft via
pre-built widgets that can give you more than 50 report templates. Just choose
your template, select your graph type, set or adjust the parameters, and
click save. It also offers other ways to customize your reporting such as
resizable widgets and custom charts and graphs.
Products like Grow can stream live data straight from a
variety of sources. It can stream data from Facebook, to let you know about how
well your ads are doing, or you can stream data from your contact relationship
management system (CRM), to see how many leads and sales are coming in.
Identify where your sales process is most effective and
where it needs the most help with a killer sales dashboard like the ones listed
above. Stop wondering how you could increase efficiency and start finding out
exactly where you can improve.
No matter your role on your sales team, dashboards can make
your life easier by uncovering opportunities for improvement with minimal
effort spent searching for data and compiling reports.
If you’d like help setting up your dream sales dashboard,
contact Sales & Marketing Technologies today at (407) 682-2222 or use the
contact form below.