The bigger the team the trickier it might get to keep track of the KPIs and measure performance. It gets even harder if your company happens to have several sales teams, offices, or even branches.
To keep your reporting clean (and your sales managers sane), we brought in User Groups.
Now, you can divide your salespeople into groups and review their performance on a team basis!
Sometimes, to do their best work, sales reps need to remove distractions and concentrate only on their own tasks.
That is where Focused User comes into play!
Users that are set as Focused will only see their own contacts, deals, and activity. They won’t see or be distracted by the Team Stream either, so they can stay laser focused on their targets.
You asked — we listened. We also brainstormed, coded, re-coded, streamlined it… (You get the gist.) Long story short — Focused User was born, and now we’re delighted to announce it’s available for you to try out! What is a Focused User? Up until now, in OnePageCRM, all contacts were visible to all users. An… Read More
When you order a coffee, you know just the way you want it. When you’re looking for a handyman, you know just the job you need done. And when it comes to getting the updates on your team’s sales activity, you are the best person to decide what metrics matter most to you and need… Read More