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.