CRM systems are such powerful business tools, they have become seemingly overburdened with their vast quantities of data and different ways to access it.
The challenge has always been consolidating that data into more accessible and potentially meaningful ways, and the beautiful union between Microsoft CRM Online and Halo Prism – our Pipeline Advisor app – is a much-needed breath of fresh air when it comes to instant sales pipeline visibility.
Not only is information around forecasted bookings, pipeline risk, employee revenue and scorecards all presented in sensible graphics, the four dashboards provide slice ‘n’ dice and drill down functionality, a highly desirable and user-friendly approach for this type of environment. A report like “Current State of the Pipeline” provides a clean, uncluttered, accessible view of all sales opportunities across the company, including Close Date, Revenue, Probability and more. Then with one click on a single sale person’s name, a user can drill directly into those specific opportunities.
Running sales meetings has never been easier with Pipeline Advisor. You can give an instant snapshot of sales opportunities company-wide, you can look at how much your employees have booked, you can find diplomatic ways to show individuals’ performance against the rest of the sales team, and you can review individual and group progress year to date or year on year. The icing on the cake is the one-click export to Excel or PDF feature, for ease of information capture and circulation.