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Sep 29
2010
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In this series we detail the new capabilities in ShadeTree's Incite2 product Fall 2010 release.
Incite2 helps salespeople make more calls and have better conversations - increasing sales results.
Feature Spotlight - Who to Call Dashboard
Incite2's new dashboard provides a huge productivity breakthrough for salesforce.com users that make phone calls to prospects.
New Features:
- Simplified, single page world-view of the salesforce.com database for salespeople:
- Includes events, activities, campaign leads
- Personalized workspace for each rep to organize all calling activities:
- Quickly access the newest (unread) leads
- Review leads from each campaign
- Drill down into current lead status - called, voicemails, conversations, skipped
- Simple selection to build call queues
- Lead pipeline detailing current lead status
- Calling performance management - displays calls against goal (today, yesterday, this week, last week)
These new capabilities enable sales reps to:
- Visually interact with their entire lead pipeline - to better manage work efforts and results
- Prioritize phone calls by most important - removing confusion about who to call
- Reduce time creating and managing lists
- Simplify the entire calling process
- Choose the entry point - activity, events, new leads, campaigns or pipeline stage - and begin calling
- Get easier access to campaign leads and status - enabling more thorough, timely processing of campaign leads
http://www.shadetreetechnology.com/resources/who-to-call-dashboard-demonstration.html




