For Sales & Marketing

Equip your revenue teams with the data and insights they need to succeed.

Track your pipeline in detail from end-to-end, and keep key stakeholders in the loop.

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Sales performance & pipeline tracking

Keep sales teams informed with up-to-date reports on pipeline health and conversion rates.

  • Generate real-time reports on opportunities, deals won/lost, and forecasted revenue.
  • Automate sales rep performance tracking and reporting.
  • Gain deeper insights into sales cycle efficiency and customer engagement

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Automated campaign & lead reporting

Enable marketing teams to track campaign ROI and lead conversion with automated reporting.

  • Monitor lead sources, campaign engagement, and funnel progression.
  • Schedule campaign performance reports for real-time tracking.
  • Identify high-performing campaigns and optimize spending accordingly.

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Multi-channel report distribution

Deliver insights where they matter most—across multiple channels and stakeholders.

  • Share reports via email, instant messenger, and external platforms. Channels include:
    • Email
    • DocuSign
    • Slack
    • FTP
    • Google Drive
    • Microsoft OneDrive
    • Microsoft Teams
    • Microsoft SharePoint
    • Dropbox
    • AWS S3
    • Google Cloud Storage
  • Customize reports for different audiences, from sales reps to executives.
  • Enable non-Salesforce users to receive key sales and marketing insights securely.

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AI-powered insights & forecasting

Use AI-driven analysis to make smarter business decisions.

  • Identify trends and patterns in sales performance and customer behavior.
  • Generate predictive insights for revenue forecasting.
  • Receive AI-generated summaries on pipeline status and marketing impact.

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