Understanding Your Customer from Every Perspective
With Discovery view you can filter your contacts by multiple segmentation types based upon your channels to market, budget, or sales areas, making it easy to see geographically where your key segments are, their value or even their profitability.
Discovery Hub
Using a Google Maps interface your salespeople can immediately see how many prospects are in a particular region and target them with sales visits. Marketing can use Discovery view to decide where events or advertising might be deployed. Engineering could see where urgent visits are required. Wherever your customers are, Discovery view can provide address detail and travel information for your people on the move, saving them time by finding the quickest and cheapest travel.
Reporting Hub
ViewPointCRM offers a wide range of reporting capabilities, giving your management teams the reports that they need when they need them.
Customised Reports
Create your own custom reports using the criteria you want in order to manipulate and view the data in the format you need it.
Scheduled Report Delivery
Schedule any report to automatically run at a set time and have the results delivered to your email inbox. Schedule recurring reports to run at a set time with flexible criteria, then see the report appear in your inbox at the time you specified.
Sales Performance Reports
As well as viewing your sales pipeline using the Pipeline view, you can use ViewPointCRM’s Reporting view to track important criteria like the number of new leads, average age of deals, salesperson performance as well as any custom metric that’s relevant to your business, then filter the results to get a clear overview of your sales key performance indicators.
Campaign Reports
Generate metrics around the results of marketing campaigns, such as emails opened, unique clicks, leads converted and more.
Access Anywhere
Whether your field sales teams use laptops, tablets or smartphones to keep up-to-date with customer activity and monitor progress on leads, quotations, service issues or payments, ViewPointCRM has a responsive interface, tested across all major devices, so that your sales people can access ViewPointCRM anywhere with internet availability.
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