Properly implemented, sales technology helps mangers and salespeople to work smarter i.e. to focus on the important work that delivers the numbers. We advise sales organisations on how to implement best practice Sales Reporting in the CRM and building data so that it is instantly useful to salespeople. Specifically, we’ll help you to build the following:
1 Sales Forecast Reporting (based on your common language sales process).
2 Sales Pipeline Reporting
3 Activity & Leads Tracking Reports
4 Target Prospect List (TPL) building
For Pipedrive CRM Users
Pipedrive CRM is increasingly popular with SME (SMB) companies that want a sales contact and pipeline management tool. DEI has a unique track record helping Pipedrive users to implement the CRM, build reporting tools and enable mobile usage.
DEI has implemented its sales process in dozens of CRM tools including Microsoft Dynamics, Salesforce.com, Sage, Sugar and Hubspot CRM. So long as your CRM can accommodate sales opportunities, we can work with it and advise you how to make the tool work for both the salespeople and the manager.