Problem
As a Sales Manager, I need to know how many outbound call attempts it takes to achieve a discussion. Additionally, so that my reps are more productive, I need a filtered list view of the...
As a Sales Manager, I need to know how many outbound call attempts it takes to achieve a discussion. Additionally, so that my reps are more productive, I need a filtered list view of the...
As an operations manager, I want to be able to easily see the date of the most recent task with a specific subject (Order Sent) that has been completed on a Case.
As an Account Manager, I need to see the amount of the largest quote on an Account so that I can prioritize follow ups.
As a Marketing Manager, I want to see the name of the first Campaign a prospect was a member of displayed on the Contact record.
As an Account Manager or Sales Rep. I need to see the most recent activity on an Account before contacting the client.
As a Sales Manager, I need to monitor the number of demos being completed each month by a Sales Rep.
As a Sales/Account Manager, I need visibility on an Account to the Last Task Completed.
As a Sales Manger, I need to be able to identify the number of calls or emails on an Opportunity for better sales analytics and planning.
As an Account Manager in order to identify white space on Accounts, I would like to see a list of Opportunity Products purchased on each Account.
As an Sales Representative, I want to see the first response date to a given campaign displayed on a contact record in order to determine how quickly a prospect responds.
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