About This Demo
Debtors and Creditors
Single Account Summary
Sales Experience (New)
Last Updated: 2022-05-02 15:27:22
Meet Bob, a mid-level sales manager. He wants to understand the overall picture of his team’s performance and find which sales opportunities need his attention on a daily basis. He needs a data-led approach in a single place with live data.
He wants to simultaneously analyse opportunities and accounts in terms of how long they have been in the pipeline, as well as their value. He and his team need visibility of “the number” they need to be reactive to.
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Specifically designed as a single platform experience.
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