Lead Insights Generated by AI
As a sales manager, I want to know which leads are of quality and why (based on firmographic data + website, email platform engagement activity + conversion point, etc.). When a new lead comes in, I want to route that lead to a sales rep with a summary in my CRM telling me: why it’s a good lead what products and services they offer today who they sell to currently what they’re most interested in It would be great to get these insights delivered via AI so my team doesn't need to spend time digging for them.
Show sales team performance
As a sales manager/CRO, I want daily/weekly/monthly reporting on a per team and per rep basis showing forecast (derived from pipeline), actuals (billing information), against quota (manually entered on a rep basis). I would love to be able to see this in the leaderboard and pull reports via csv from the platform to be able to analyze.