Saleswah CRM dashboard is now full of numbers
The vital statistics at a glance:
We went live with the Saleswah CRM dashboard over the weekend. Right now it is all numbers- no graph. But, these are the most “revealing” numbers about how your business is doing. These give the individual user or manager a snapshot view of Accounts, Contacts, Activities, Pending Tasks and of course sales opportunities and forecast.
In addition to your logging in and checking the CRM dashboard, users also get an email every morning with the dashboard. Clicking on any of the links brings you to the specific list online in Saleswah (after logging in, of course).
The CRM Dashboard is the main dashboard. Every customer Account (your client company ) page also has a dashboard called the Account Dashboard. To see what that looks like, click here.
If you have any suggestions regarding additional numbers you want to see on the Saleswah CRM dashboard; drop us an email.
Update dated 2nd September 2013:
We are in the midst of a huge revamp of the look and feel and usability of the Saleswah CRM app. One of the prime objectives is to make more digestible information available to our users from the data that they bring into their CRM.
So, if you have any bright ideas on what you would like to see in the reports and the CRM dashboard- the kind of data you think you would like to look at before you start your day in the office: please email your suggestion to us. Serious suggestions, irrespective of whether we implement them or not, will get a Saleswah CRM user license for 3 months for free. And, if we implement them? You will get 12 months of usage free of a Saleswah CRM license! So, hurry. Send your suggestion now!