Why role-based dashboards should be at the heart of your BI strategy

Thats the spirit When it comes to delivering reports and dashboards to business users across your organization, one size does not fit all. In fact, delivering generic dashboards to a diverse set of users is a recipe for dissatisfaction and lowadoption.

Role-based dashboards are the antidote to this.

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Simplify your Salesforce® reporting with these dashboards

Business-Report-DataAs a Salesforce® customer you want to provide online sales dashboards to your sales team. By giving them access to pre-built dashboards and reports you save them time … ensuring the information they need to be successful is always to hand.

Yet, many organizations find the standard Salesforce reports and dashboards too inflexible and too one-dimensional for their needs. They find they are often forced to dump data into Excel to get the answers they need. This is a time-consuming, manual process. It is impractical and frustrating for all involved. Frustrating for Salesforce administrators and sales operations people tasked with producing this information. Frustrating for sales people left waiting for information they need to do their jobs.

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How a modern dashboard answers business users’ questions

modern dashboardDo your dashboards deliver value for your business users? Do they provide enough information to answer the important questions that face your business on a daily basis? Or, is it time to make the move to modern dashboards that provide the flexibility your users need to answer their questions and guide their actions? Continue reading

How to improve sales team performance (taking a data-driven approach)

the-summitIf your sales team is struggling to meet its goals then you need to take action.

Most sales managers will agree that replacing underperforming members of the team is a last resort. The cost of rehiring and the time taken for new hires to get up to speed and become productive means this isn’t a quick fix.

Instead, one of the fastest ways to improve performance is through 1:1 coaching. The aim is to bring low achievers closer to the level of your top performers.

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Choosing software to create dashboards

Choosing software to create dashboardsWhen you are looking for software to create dashboards there are 2 groups you need to cater for. First, you should think about the people who will be creating the dashboards. Second, you need to consider the people who will be consuming the dashboards. Selecting the right tool requires striking a balance between the needs of both these groups.

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Canned Reports: The Next Generation – what are you missing?

Canned Reports: The Next Generation - what are you missing?With the current buzz in the market you could be forgiven for thinking that the only things you need to consider to plan your information strategy are machine learning and artificial intelligence. Yes, these are areas that will become important for all organizations. But, narrowing your focus to them alone will impair your ability to do business today.

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5 Skills Of A Good Salesperson (& How To Use Data To Get Them)

sales-dataWhat skills separate a great sales person from an average performer? To some extent, the answer depends on the industry and the type of sales job – the skills needed in the pharmaceutical industry are going to be different from publishing, or technology. That said, there are 5 core skills that are essential to any sales job, and which, if applied correctly, will enhance industry-specific behaviours to ensure sales success.

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What is the role of sales operations?

sales_opsMore and more organizations are creating sales operations roles within their sales teams, with the aim of creating  an environment where sales people can thrive and beat quota. Studies have shown that a good sales operations team can make sales people 20-30% more efficient and increase conversion rates by 10-20%.

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Ready to step off the Salesforce® reporting treadmill?

hamster_wheelDo you spend too much time on mundane Salesforce® reporting tasks? And, how much time do you spend each week answering one-off questions from your sales team? Are you tired of having to manually dump the data you need into Excel® to manipulate it? Does this reduce the time you have to spend on other important activities?

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