Reporting and Analytics
Posted: Sun May 25, 2025 5:42 am
Provides data on call activity, conversion rates at different stages, follow-up effectiveness, and overall sales performance. This helps identify what's working and where improvements are needed.
Integration with Other Tools: Modern CRMs often integrate seamlessly with dialing software, email marketing platforms, and sales engagement tools, creating a unified tech stack.
Popular CRM choices: Salesforce Sales Cloud, HubSpot uk phone number list CRM (often lauded for its free tier and user-friendliness), Zoho CRM, Pipedrive, Microsoft Dynamics 365 Sales.
2. Sales Engagement Platforms (SEPs):
SEPs work in conjunction with (or sometimes as part of) CRMs to automate and optimize multi-channel sales outreach, including phone calls.
Automated Cadence Execution: Allows sales managers to design and implement structured follow-up sequences (cadences) that combine calls, emails, and social touches. The platform then prompts reps on which tasks to execute each day.
Click-to-Call Functionality: Often integrate with VoIP systems or dialers, allowing reps to initiate calls directly from the platform or CRM with a single click.
Integration with Other Tools: Modern CRMs often integrate seamlessly with dialing software, email marketing platforms, and sales engagement tools, creating a unified tech stack.
Popular CRM choices: Salesforce Sales Cloud, HubSpot uk phone number list CRM (often lauded for its free tier and user-friendliness), Zoho CRM, Pipedrive, Microsoft Dynamics 365 Sales.
2. Sales Engagement Platforms (SEPs):
SEPs work in conjunction with (or sometimes as part of) CRMs to automate and optimize multi-channel sales outreach, including phone calls.
Automated Cadence Execution: Allows sales managers to design and implement structured follow-up sequences (cadences) that combine calls, emails, and social touches. The platform then prompts reps on which tasks to execute each day.
Click-to-Call Functionality: Often integrate with VoIP systems or dialers, allowing reps to initiate calls directly from the platform or CRM with a single click.