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Data Visibility – the Key to Salesforce Automation

May 22, 2009, by awille

 Competition being what it is in today's tight marketplace, organizations depend more than ever on salesforce automation systems to help drive top-line growth. By improving the visibility of key data, these applications drive higher sales and help build and maintain profitable customer relationships.

Of course, the key word here is "visibility." The effectiveness of any sales automation solution can be measured by the degree to which it provides sales managers, reps, and customer relationship specialists with the information they need to know what is happening with the sales process in real time.

The fact that desktop dashboards are all about data visibility and real-time information makes them a natural and essential part of any sales automation process. So it should come as no surprise that, at Klipfolio, we set out to develop a desktop dashboard to leverage the capabilities of the world's leading automated salesforce solution – Salesforce CRM, from salesforce.com.

By converting critical, fast-changing, often hidden data in Salesforce CRM into real-time information on the desktops of sales personnel of all stripes, Klipfolio Dashboard for Salesforce CRM takes the extra step needed to make the most of a Salesforce CRM investment. It's yet another example of how a modest investment in desktop dashboarding can leverage a very significant commitment to an underlying information system.

Take a look and if you too would like get KPIs from Salesforce CRM on the desktop, let us know.

 

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