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Keep an Eye on your Sales Pipeline

Highrise can give you simple summaries on your sales pipeline, but in order to see the full picture you're going to need analytics on top of the CRM management. View sales pipelines by tags, or view contracts by dates. Get running totals for multiple sections of the pipeline, instead of just breakdowns by pipeline stage. Get breakdowns of which contracts will require on-site work / travel vs. those that can be done remotely.

View Marketing Campaign Results

Sales information is useful on its own, but by combining it with your marketing campaign information you can get full understanding of your marketting process. Tag different sales leads to associate them with marketing campaigns, import the marketing campaign information via another connection (such as a MySQL connection or an Excel Spreadsheet), and you can quickly segment sales based on the marketing campaign they came from or the cost of the campaign. Using this information you can improve your marketing process to improve your marketing ROI.

Quickly See Your Whole Sales/Marketing View

While you can combine your CRM data with marketing data to get detailed information on specific marketing campaigns, it only incorporates campaigns and the sales associated with them. Most marketing involves improving web site traffic via both improving search engine rankings for specific keywords and simply increasing traffic via external links. By creating KPIs for your Highrise sales data, and adding them to a goal tree along with KPIs for increased traffic and your target marketing costs, you can quickly find your trouble points inside of marketing, and focus on those areas.

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