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Missing followups? When you get a lot of leads on the daily basis then the chances of old leads getting lost are higher. With Daily Digest you will get a clear picture of your daily tasks, missed followups, target achieved and many more analytical data.
New leads, responses received or leads assigned to you by LMS. Everything with priority will be at your disposal to take action on.
Single window report for all your pending tasks, missed followups and what action should be taken on them will be displayed here.
Missed the deadline for a deal or the deal was slipped from your mind? Don't worry, Digest will show you all the deals here which require your attention.
A CRM is only good as data entered into it. If your team members do not update the data then you can't get the CRM's full potential. We will not let it happen.
Displays realtime status of target achieved vs total target. Keeps the sales team focused.
Displays the quality of leads received during last 30 days. Also, helps in judging sales pipeline.
It helps to understand where the team is lacking based on the number of deals lost vs won.
To achieve targets, one should focus on customer demand. This chart helps them understand what customers want.
Getting hundred leads in a month but closing just a few. Conversion ratio is a very important data point to understand performance.
Get a glimpse of daily activity like how many leads received, created, mails sent or received etc.