Quantive comes with following out-of-the-box insights for popular CRM Zoho CRM.
Insights
Zoho CRM lead sources
Performance of lead sources by sizeZoho CRM stages
Summary of pipeline stages - total deals in each stage and the total value of all deals in the stageZoho CRM open potentials
Total number, value, average potential amount. Summary of open potentials by their probability of closing.Zoho CRM bookings
Bookigns in Zoho CRMZoho CRM lost potentials
Lost potentials in Zoho CRMZoho CRM lead source contribution to Sales
Summary of how lead sources contribute to won potentialsZoho CRM top 5 accounts
Top 5 accounts in Zoho CRM by won potentialsOpen potentials as Bubble
Correlation between probability, days in pipeline, deal size and stage
Related