Salesforce Reporting and Analytics
Want the ability to perform custom Salesforce reporting? Whether it's simple reports on the pipeline or in depth conversion analysis, Easy Insight can get you that visibility in a couple of clicks! If you don't already have an account, you can get started with a 30 day free trial with no obligation.
Want to take your CRM to the next level? You can get started with Easy Insight in a couple of clicks! If you don't already have an account, you can get started with a 30 day free trial with no obligation. The full power of enterprise business intelligence is yours for the taking, all delivered with incredible ease of use.
Keep an Eye on your Sales Pipeline
Take the power of Salesforce and enhance it by creating impressive charts and visualizations on top of it! Easy Insight allows for the easy creation of many types of visualizations and segmentation, so othat you can see growth of a pipeline stage over time, or watch the growth of sold deals from a given salesperson. Adjustable filters allow you to quickly change your view on a given report, and visualizations make it easy to drill in to see a breakdown of a specific stage of the pipeline.
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 Salesforce 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.