- Win / Loss Analysis : Identify which products or services are generating the most revenue for your company and why.
- Meeting & Activity Tracker : Keep track of incoming/outgoing contact information, and active tasks associated with each account.
- Revenue Forecasting : Estimate how much money will be generated based on market conditions.
- Financials Tracker : View all aspects of your finances, including assets, liabilities, and profits.
- Sales Trend Analysis : Provides insights into changing sales patterns in order to identify areas of improvement.
- Goal Management : Set specific targets regarding revenue, customer retention rates, number of leads generated, etc.
- GURURAJ S.Information Technology and Services
Key Account Management Opportunity tracking Engagement mapping Whitespace Analysis
- Verified User in Computer SoftwareMid-Market(51-1000 emp.)
Initially some of the drag and drop feature or connecting contact with the map wasn't quite clicking and often if I needed to put someone above the highest contact in the tree this wasn't very intuative Review collected by and hosted on G2.com.