Information is key to success, and when you’re trying to choose and close the right deals, having the information you need at the tips of your fingers can be the difference between getting a killer contract and killing a great opportunity. When you’re on the phone with a client, you need to find and process info like previous buying patterns and potential areas for growth fast. Salesforce Labs knows how important this information is (sometimes I think they read minds) and have developed Account Dashboards just for you!
This free app adds dashboards to your Account record pages. See year over year sales, identify buying trends, and get visibility in to what products customers have bought in the past, to quickly and visually identify areas for growth in key accounts.
Check out Account Dashboards and start closing more deals today!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.