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 Top Producer dashboard, the Zendesk Sell dashboard and others to see how they differ as well as to determine which one is right for your needs.
How your dashboard drives productivity
A dashboard that has important information on it is going to drive your daily to-do list. It’ll save you a lot of time getting organized with what needs to be done that day. A good CRM dashboard prioritizes things for you based on what’s due and helps you keep pace with your goals and quotas, too. The right CRM dashboard stops things from slipping through the cracks. Regardless of whether you want to upgrade from a Top Producer dashboard to a new tool or have never used a CRM before, you want something that will help you save time and be more productive.
Do I Want / Need a Customizable CRM Dashboard?
Seeing a variety of things on your Top Producer dashboard or Zendesk Sell dashboard could help you manage your day. Top deals, to-do tasks, total pipeline worth, and other information will help you best tackle each day and ensure nothing important slips your attention. A Zendesk Sell dashboard compared to a spreadsheet, for example, will help you see where your time is best served. And you won’t have to continually re-shuffle priorities manually because your CRM will do that for you. Each sales team member can see what’s important to them and managers can customize their dashboard, too.
How can you sign up for Zendesk Sell?
Zendesk Sell is inexpensive and highly effective. Two selling points that get a lot of people trying it on for size. Don’t make the mistake of looking at only the Top Producer dashboard. You owe it to yourself to try a few options so that you can be sure you choose a tool that offers flexibility, mobile synchronicity, and a huge jump in productivity. A CRM can do all of that for you, provided you pick the right one. Look at Zendesk Sell and find out if it fits your needs like a glove.