What’s important in a CRM Dashboard?
The idea of a centralized dashboard that tells you about your deals, your leads, a newsfeed of your activity, and so forth can help you ensure that you are effectively able to juggle all the balls in your court simultaneously. The opposite, the dropping ball effect, can be catastrophic to your pipeline and to your income. Examine a few options including the Sage CRM dashboard, the Zendesk Sell dashboard and others to see how they differ as well as to determine which one is right for your needs.
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 Sage CRM 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.
Will Training Cause a Lot of Down Time?
Complex dashboards can be intimidating to salespeople who are accustomed to working with paper calendars or excel spreadsheets for tracking their sales pipeline. When you examine the Sage CRM dashboard and compare it to other tools, you have to ask yourself how easily you can get your team up and running with this new tool. A demo is a good way to see what it will take to fully implement your new CRM.
How can I try out Zendesk Sell?
Many say Zendesk Sell’s great dashboard and many features are miles better than the Sage CRM dashboard. You have to be the judge of this yourself. Try a 14-day trial version for free and see why more businesses like yours are implementing Zendesk Sell. With a great interface, mobile productivity apps, and an intuitive dashboard that makes it easier to juggle all of your accounts, we think you’ll find it to be a big contender in your quest for a new CRM.