Real time dashboard driven analytics provides business intelligence and drives continuous sales process improvement

Sales managers need to know who is selling and who is not; where the sales process is working and where it is breaking down; what leads are hot and which are not. They need instant access to real-time data on what is in the pipeline and a clear picture of the sales forecast.

Marketing teams need to understand which campaigns are generating the most leads, which are resulting in the most closed sales and which are delivering the highest return on investment on their marketing dollars. This information is crucial to have in order to make decisions.

Dashboard views make it easy to keep an eye on your performance. Up-to-date information on open rates and click throughs is never more than a few seconds away. Make any customizations to the reports that you require. An ad hoc reporting engine gives you the power to modify reports. The OptifiNow CRM database can also incorporate data from other systems in your company, through a vendor partner or additional CRM systems.


  • Store, share and secure your files
  • Insure compliance and brand standards
  • Quickly locate relevant sales content
  • Centrally manage and deploy content
  • Cut the time spent looking for documents by 50%-75%
  • Ensure that only the most current collateral, branding and promotions are being used
  • Organize content throughout the organization
  • Enhance security through user access controls and automatic audit trails

Everything you need to take command of your data and put it to work.

  • Quick and powerful Ad Hoc reporting allows you to gain fundamental insights into complex data
  • Intuitive document-generating tools empower your employees to create professional and informative reports in minutes, not days
  • Web-based reporting solutions allow you to adapt and remain concurrent with today’s evolving business environments
  • Powerful engines provide high speed data delivery you can always depend on
  • Rely on access to all your data in SQL, XML, Excel spreadsheet and other data sources
  • Output for all your various needs: PDF, XLSX and more

Ready to exceed your sales targets?

OptifiNow is a powerful all-in-one platform that helps enterprise teams easily handle the entire sales cycle – for results you can measure on your bottom line.