Every firm strives to improve sales effectiveness, to know which tactics work and which don't. Continuous visibility of real time performance data allows your sales team to learn and adjust on the fly without waiting for weekly, monthly, or quarterly updates.
Author, schedule and publish messages to your sales organization on your schedule. Klipfolio Publisher can be used by multiple managers and is hosted remotely and securely by Klipfolio so there's no additional work for your IT team.
Easily integrates with common sales applications including Salesforce.com, supporting CSV, XML data, or any ODBC (SQL) data-access.
See your sales performance with data visualization features such as scorecarding and bar charts that help managers and sales reps to quickly zero in on root causes.
Sales is about territory. Klipfolio Dashboard with Active Directory can clearly define who has access to what and when. Show only what each user needs for quick decisions and top performance.
Drill into, analyze, and aggregate sales data or zero in on transaction details. Klipfolio Dashboard for Sales lets you calculate in columns and rows for easily presented ratios, sums, and averages.
Change and update current sales data right on the desktop. Use Actions to log a new lead, change the status of an opportunity, or filter your sales data on your Klipfolio Dashboard for Sales.
Turn columns off and on, sort by alphanumeric and date-based values – see and show sales representatives and managers what they need to see.
Lock down the interface of your Klipfolio Dashboard for Sales to prevent user error, drive adoption, and guarantee you all see the same data, the same way, at the same time.
Next: Dive into the technology behind Klipfolio Dashboard
Call us at 877 233 6149
(US & Canada)
How does Klipfolio Dashboard fit into your environment?
"It's all very well to have the information in spreadsheets and database reports,
but if nobody looks at them, it's pointless. With Klipfolio Dashboard, we don't
have to go looking for information – it's all there for us."
Premier Stationery
Gerard Banaghan
