Guide your sales force to success with the sales dashboard

A sales tunnel is a locomotive whose wagons arrive at an identical destination with speed: the signing of new business. We help your B2B sales force to build a customized sales dashboard to drive business.

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Our vision

Catching the performance-driven data bandwagon

Save time in data transmission

Properly customized, a sales dashboard works on autopilot. Information flows to the right people, not the other way around. It adapts to the company's objectives, provides a clear view of the figures and activates the right warning indicators to illustrate performance.

A dashboard for making the right decisions

Today's sales manager needs to be agile and make quick decisions. A new best practice to be adopted by all sales people? A talent in need of specific skills enhancement? A phase of the sales tunnel at half-mast? HubSpot's sales reports provide an informed, real-time view of the adjustments to be made to the sales force.

Helping sales people achieve their goals

Whatever their role in the sales process, a salesperson's mission is to bring a transaction to a successful conclusion. With HubSpot, every salesperson has access to a real-time view of his or her activity. Closing rate, sales in progress and finalized sales. They have complete control over their business impact within the team.

Process

Use data to direct sales efforts with a clear conscience

Get the figures that make sense, channel the information efficiently, at the right intervals and to the right people. This is how we help sales managers manage their sales force.

01.

Sales management strategy

Your sales dashboard is a competitive asset for your management. We'll help you build the right levels of analysis for your industry. From a global business dashboard to individual coaching, we orchestrate a clear understanding of performance to support your growth strategy.

02.

Deploying sales reporting tools in HubSpot

We're experts in the HubSpot CRM platform. We use this technology to configure customized sales dashboards for B2B companies. Each structure is unique, each manager has his or her own vision and objectives, and we link these specificities to your periodic statistical monitoring.

03.

Iteration of tracking modules

Ensuring that your prospecting actions are properly understood is a daily task. Company objectives change. Counter-performances happen. New objections and market trends are commonplace. That's why we challenge and advise on the analytical adjustments to be made to sales dashboards.

Definition

What is a sales dashboard?

It's a tool that tracks sales activity data in real time, helping you to make the right decisions to meet your objectives.

Tracking and predicting business results with data

A sales dashboard is made up of several reports. All are automated to provide information from the sales force's actions in the field. In real time, it is possible to measure the volume of sales being negotiated in the sales tunnel, as well as the volume of actions taken by each salesperson. This makes it possible to manage growth while guiding sales staff along the path to excellence.

Customized statistics for every sales department

The products or services sold are different, the sales cycles don't have the same timeframe, and the industry concerned brings its own specificities. Your company's sales control center is unique. Track CRM actions, report on the progress of the sales tunnel, break down by geographical area. The only limit is the relevance of what needs to be measured in order to provide your management and sales staff with the right information.

Our approach

Results and that's it

We test, we iterate and we're constantly on the lookout. To exceed your B2B growth targets, there's no magic formula, just method, challenge and know-how.

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