Customer Success Programs
Explore our business growth programs, made to help you grow faster.
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Analyze and visualize your sales data
Deliver insights your team can act on. Choose from pre-built reports or build your own, track pipeline revenue and target attainment, and monitor activities with coaching insights — all in real time.
Meet and exceed your goals with real-time sales reports.
Sales managers need fast, confident decisions. With insights at your fingertips, create customizable, visual reports with deep analytics for live updates on pipeline, team performance, deal status, prospecting touches, conversions, and more. AI also helps generate clear report descriptions faster.
Gain total visibility into performance at the click of a button.
- Start with dozens of free pre-built reports included out of the box.
- Track deal forecasts, prospecting, and sales activities without cobbling tools together.
- See whether you’re on track to hit targets with live dashboards your team can trust.
Leverage easy-to-build custom reports.
Custom report builder
Report on any single-object and cross-object CRM data as your needs grow.
Cross-object analysis
Combine contacts, companies, deals, activities, and more for complete insight.
Visualize with AI help
Easily visualize reports and use AI-generated descriptions for funnels, target account engagement, custom objects, and other KPIs.
Demystify your sales performance.
From data to why
Extract insights quickly so you can plan your next move with confidence.
Real-time prioritization
Use live deal data to focus efforts where they’ll have impact.
Waterfall & more
Identify opportunity areas with waterfall reporting in an interface powerful for analysts yet accessible to everyone.
Coach reps based on best practices.
- See team performance instantly to learn what success looks like from top performers.
- Coach reps who need an extra push with clear, reportable insights.
- Built on CRM usage data to guide which resources to update or create next.
Have a question for our sales team?
Give us a call and we'll walk you through it.
Frequently asked questions
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