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Hosted By:
Zone & Co
Webinar
Reporting
Quick Hits: CRM & Pipeline Reporting for NetSuite and Salesforce
See how ZoneReporting’s pre-built reporting helps companies analyze leads, opportunities, and activity for better pipeline management and visibility.
October 24, 2024
12:00 PM EDT
Varies
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About the Event
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.
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.
What to expect
This webinar will include a 5-minute introduction and 10-minute live demo with Jim Doyle.
About the Speaker:
Jim Doyle is a NetSuite Certified Administrator and ERP Consultant who has spent 5+ years in the NetSuite ecosystem supporting hundreds of clients on their cloud ERP journey. Prior to coming to Zone & Co, he spent time working for NetSuite directly as a functional consultant across multiple industries including wholesale distribution, manufacturing, retail, services, and software-as-a-service. Jim is also a Veteran and former Army Officer who served in various team leader roles and oversaw the planning and execution of multiple global logistics and maintenance operations.
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