Equipment CRM offers some targeted dashboards focusing on regularly requested sales information, as you just viewed in the prior section. We will now look at a number of additional dashboards that Equipment CRM offers. These dashboards are designed to provide you with comprehensive insights—that when needed, offer you invaluable information for specific tasks or analyses. We will now review each.
Equipment CRM provides Campaigns dashboards to assess the effectiveness of marketing efforts. These dashboards offer valuable insights into which campaigns are generating the most leads and sales opportunities, allowing businesses to focus their marketing resources on the most productive strategies.
Understanding the impact of each campaign helps businesses optimize their marketing efforts for better ROI. Here is another example of the impactful business information retained within Equipment CRM.
Importance to Business: Assess marketing campaign effectiveness.
Importance to User: Focus on productive marketing efforts.
Lost Sales Dashboards are offered by Equipment CRM to help businesses analyze and understand the reasons behind lost opportunities. By identifying patterns and common objections, businesses can refine their sales tactics, address potential weaknesses, and improve their chances of success in future deals. These dashboards are crucial for continuous improvement in sales strategies.
Importance to Business: Identify patterns in lost opportunities.
Importance to User: Improve sales tactics by learning from losses.
Equipment CRM includes Competitive Information dashboards to provide businesses with insights into the activities of their competitors. These dashboards help businesses stay informed about market dynamics, understand competitive strengths and weaknesses, and position their own offerings more effectively. By staying ahead of the competition, businesses can better meet customer needs and capture market share.
Importance to Business: Insights into competitors’ activities.
Importance to User: Position offerings effectively against competitors.
Viewing competitive information by region on a dashboard provides valuable insights for staying ahead in the market. It enables companies to adjust strategies, allocate resources efficiently, and focus on regions with the best growth opportunities. This regional view helps tailor approaches to local market conditions, understand customer preferences, and identify areas to improve product or service offerings, ensuring competitiveness across diverse markets.
Equipment CRM offers Commissions dashboards to ensure that sales teams are compensated accurately and fairly. These dashboards track the commissions earned by sales reps based on their performance, providing transparency and motivation. By managing commissions effectively, businesses can incentivize their sales teams to achieve higher performance and drive revenue growth.
Importance to Business: Commission dashboards help ensure that the business’s compensation structure is functioning properly and that sales reps are being rewarded appropriately for their efforts.
Importance to User: Users can track their earnings and ensure they are being compensated correctly for their sales achievements.
The Expiring Warranties Dashboard in Equipment CRM is designed to help businesses manage and capitalize on upcoming warranty expirations. This dashboard enables businesses to proactively reach out to customers for renewals or upsell opportunities, strengthening customer relationships and driving additional revenue. Managing expiring warranties is crucial for maintaining customer satisfaction and loyalty, ensuring that customers continue to rely on the business for their equipment needs.
Importance to Business: Tracking expiring warranties is crucial for managing renewals and maintaining customer relationships, which can lead to additional sales or service opportunities.
Importance to User: Users can proactively reach out to customers with expiring warranties to offer renewals or additional services, which can increase sales and strengthen customer relationships.
Viewing an expiring warranty dashboard is essential for maintaining strong customer relationships and ensuring service continuity. It allows businesses to proactively offer renewal or extended coverage options, improving customer satisfaction and creating upselling opportunities. Monitoring warranty status also prevents service disruptions and aids in better resource planning and forecasting, helping businesses enhance customer loyalty while boosting revenue.
