Quick Hits: CRM & Pipeline Reporting for NetSuite and Salesforce

Are you using NetSuite or Salesforce CRM to manage your lead to quote process, but lack visibility of key pipeline metrics? In this Quick Hit session, we'll demonstrate how ZoneReporting’s pre-built reporting helps companies analyze leads, opportunities, and activity for better pipeline management and visibility. 

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Join Jim Doyle, ZoneReporting expert as he discusses: 

• Opportunity Dashboards for dynamic analysis of open and closed opportunity key metrics.
• Sales Forecasting to improve accuracy of projected revenue in support of operational and strategic decision-making.
• Stage Probability Analysis for insight into win/loss trends by deal stage to better support accurate forecasting.
• The Forecast Snapshot Comparison Tool for transparency in changes to pipeline, weighted probabilities, and expected revenue.