Move beyond static sales reports
Do your sales people have ready access to information about their performance to help them manage their pipeline? Do they have fast access to information about order histories, support cases and payment records which are essential to run effective customer meetings? Or, do your sales team still live in a world of paper reports and static PDFs — either churned out by your CRM system or exported to Excel® - which are cumbersome, quickly outdated and don't fit the way modern sales teams work?
Give sales people the insight they need to reach their full potential
With DecisionPoint™, non-programmers can quickly create interactive reports, dashboards and performance apps that are optimized for sales people on the go, ensuring they have their finger on the pulse to drive exceptional performance and to grow your business.
Connect and merge data from different sources
Use data from your CRM system (e.g. Salesforce®, Microsoft Dynamics®, etc.) and present this in new and exciting ways that fit your sales team's needs. Merge with data from other sources (e.g. SAP®, NetSuite, Excel®, etc.) to create a consolidated view, so your business users see the big picture and are able to run effective sales campaigns.
Create interactive sales reports and dashboards in minutes
DecisionPoint™ takes the hassle out of creating the sophisticated interactive reports, dashboards and performance apps that your sales people and sales managers need. The no coding approach means anyone who is comfortable using Excel® can create stunning dashboards and apps, complete with drill down, a selection of over 50 components, sophisticated filtering, pop-up views and color-coded alerts to highlight good or bad performance. It's quicker and easier than manipulating data in Excel® and less frustrating than working with the out-of-the-box reporting provided by most CRM vendors.
Give sales people information they need in a form they can use
DecisionPoint™ makes business information as easy to use and consume as the information we use in our everyday lives. It provides sales people and their managers with access to the information they need to answer questions about activity levels, sales performance and customer behavior - without needing training and without having to constantly go back to the sales ops team or IT.
Enable remote sales people to access information, even when they're offline
With DecisionPoint, remote sales people no longer need to print off their information or takes snapshots of their dashboards, for when they are on the road. Now, with 1-click, they can sync their interactive dashboards to the DecisionPoint™ app, ready for use when they are offline and on any device. This ensures your sales people are always armed with the information they need, whether they are analyzing their own performance or that of their team or if they are sat with a customer conducting an account review.