Track Performance While Boosting Productivity with Your CRM
A good CRM does a great job of keeping information related to your customers and leads in one central place. From deals, to contact info, to leads, and other important info the CRM dashboard can help you plan and manage your day, week, month, etc. It can also help you see if you are on track to meet goals and objectives, too. Examining a Capsule dashboard a Zendesk Sell dashboard, and possibly even a few other dashboards before you select a CRM solution for your business can help you ensure that the dashboard truly does help you do your job better.
Your CRM Dashboard: The Heart of the CRM Tool
The dashboard of your CRM is like the dashboard of your car. It gives you a quick glance at vital information to help you drive forward. Is the Capsule dashboard the right dashboard for your needs? It might be but how will you know unless you try it out as well as try out at least other tools. Zendesk Sell is well-known for its intuitive dashboard. The dashboard gives you a bird’s eye view of your pipeline and the ability to drill down to more granular detail. You can easily see how many deals are active, and which of those deals are ‘hot’. You’ll also see how you’re doing in the past 30 days with how many you’ve won, how many you’ve lost, and there’s more info that can help you, too.
How much training will you need?
People who look at the Capsule dashboard often wonder what implementation will be like. With Zendesk Sell, implementation is easy. You don’t need training, you don’t need new hardware. You get to use a cloud-based option that’s available anywhere. Whether you access it from a web browser at the office or a smartphone out in the field, you’ll have access to your data in a slick dashboard as well as a long list of features and the ability to integrate it with other tools you already use.
Try Zendesk Sell Risk Free
You might think trying a bunch of different CRM dashboards will put you at risk for having to remember to cancel all the ones you don’t want before the trial period ends. With Zendesk Sell, there’s no credit card required to try out a fully functional version of Zendesk Sell. If you don’t want to keep using it, there’s no risk of getting billed for it. Doing a review of the Zendesk Sell dashboard, the Capsule dashboard and other tools that might look like a good fit for you can be very enlightening. Zendesk Sell offers a great mobile CRM dashboard that doesn’t discriminate based on what smartphone you use. The dashboard is also customizable and is so intuitive it requires no training whatsoever.