Arm your team with modern tools
Leveraging technology can elevate your sales dashboards, optimize your sales strategies, and provide transparency and control over your sales process. The use of the right solution impacts the entirety of your sales process—guiding salespeople through their day to complete sales activities according to best practices, which, in turn, drives revenue.
Frequently asked questions
Salesforce reports have been a regular source of consternation among sales reps for as long as the customer relationship management software has been in use. Thousands of sales teams who utilize the software to track their sales opportunities and activities have ranted about the numerous difficulties in producing reports from their sales data. Here are five of the biggest limitations of Salesforce reports:
Utilizing our unique sales analytics data model, we have created plethora of commonly used KPIs, Reports, and Dashboards. Once connected to SFDC and the data has been pulled, all of the pre-built KPIs, Reports, and Dashboards start populating to tell your unique story.
Absolutely! Building your own reports and dashboards is easy. If for any reason you need help, simply check out one of our walk-thru guides from within the tool.
SplashCRM is a problem-focused solution using SplashBI, our business analytics platform. Unlike other BI or Sales Analytics tools, there is no need for expensive consultants or lengthy implementations. From the time you sign up, you can begin using the tool in as little as 10 minutes all at a fraction of the cost.
Yes! Getting your existing data in is easy. During your first-time sign in, you will be taken through an interactive data connection guide. While we pride ourselves on the data model powering our pre-built content, there are times where some of the KPIs might not reflect data correctly. In the event that happens, check out the guides to see how to re-map based on your unique custom objects.
10 minutes or less. Yes, it really is THAT quick. During your first time sign on, you are given a brief product tour instantly followed by an interactive data connection wizard. As soon as you have created the connection to your Salesforce Instance, the data starts flowing in. The size of your SFDC impacts how quickly the data pull takes, but this part is usually completed in just a few minutes. Once complete, all of the pre-built reports & dashboards come to life with YOUR data!