Understanding what’s effective for a salesperson or a sales team isn’t always the easiest thing to do. Closed deals and tangible results are good for measuring success, but they don’t answer the question of how you got there. Having clear insight into the sales process as well as individual and team performance can help speed up and fine-tune your selling. We’ve built a suite of reports to give our users exactly that. All of our reports are built both on the personal and team level, so you’ll always be able to see a performance by an individual and across your entire organization.
Salesforce Reporting & Dashboards
Users on our Team and Enterprise tier have access to our full integration with Salesforce. We’ll automatically capture all of your Yesware activity, associate it with the correct contact or lead, and store that information in your Salesforce account.
Since we standardize the way that we log our data, it becomes quick and easy to use the Salesforce reporting tools to see exactly how each individual prospect has progressed over time from initial contact to closed deal using Yesware data. We package a few sample reports, but there are no limitations to what you can use this data to discover!
Have a question that wasn’t covered in any of the above? Feel free to view our FAQ and submit a question through our Help Center. We’re here to help and we’d love to hear from you!