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Klipfolio Dashboard for Salesforce CRM.


Benefits.

Automate your daily CRM tasks

You've invested time and energy deploying Salesforce CRM to your sales organization. Now drive Salesforce CRM adoption and sales performance by putting Klipfolio Dashboard for Salesforce CRM on the desks of sales managers and reps to provide real-time visibility of critical sales information and metrics.


An example of the type of Salesforce CRM data that can be displayed on the desktop.

Complete tasks 35% faster

A sales dashboard from Klipfolio means you spend less time digging for information. Why log in and click from place to place when you can monitor and edit lead status and perform other common Salesforce CRM tasks directly from your desktop?

Gain awareness

Keep leads and opportunities visible all day long. Customize your sales dashboards to show Sales SLA compliance, data from any Salesforce CRM report, or other metrics that matter most to you.

Get 60% more done

Eliminate the gap between receiving and acting on leads to improve response time to your hottest prospects by 60%. View and manage your tasks up to 80% faster. Be alerted to lucrative, not-so-obvious sales opportunities that might otherwise stay buried deep in Salesforce CRM.

New: Communicate directly with your sales force

Reach out to your sales organization with updates, instructions, wins and more – instantly and easily using Klipfolio Publisher. There's no IT setup or intervention required.

Secure your CRM investment

Capture the full value of your Salesforce CRM investment by driving adoption in more places, for more people, in more ways. Customize your Klipfolio Dashboard to meet the needs of the full spectrum of users in your organization. Nothing secures your Salesforce CRM investment better than ensuring that it's actually used. High visibility combined with total ease of use make Klipfolio Dashboard for Salesforce CRM a driver for user adoption.

Add value

Elevate the value of Salesforce CRM in the enterprise by giving senior managers "at-a-glance" visibility into high-level key performance indicators (KPIs) as easily as you report daily operational metrics to the front-line sales team. With Klipfolio Dashboard for Salesforce CRM, you can report different kinds of data to different users.

 

Next: Salesforce CRM dashboard features



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"With 150 field based staff that rely on up-to-date corporate and market information that effect their daily lives, Klipfolio appears to be the only easily deployable, IT extensible and proactive communications tool I have found to suit our needs."

GENUS Plc. UK.
Mark Salmon, IT Manager