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FEATURES > PERFORMANCE INSIGHTS
Sales & Help Desk Analytics & Insights
Keep your finger on the pulse of your sales and support teams with Vtiger's insights. The sales and support insights highlight key metrics such as teams' activities, performance, deals, backlogs, violated and escalated cases, SLA performance, etc.
What are Sales & Support Insights?
Sales and support insights comprise all analytics that analyzes data about customers and internal teams to present in facilitating and streamlining better business decisions.
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Sales insights and analytics
Deep analysis with the pre-built pipeline, team, and activity analytics
Spot an interesting stat or trend in one analysis? Use the menu to reach seven related analyses uncovering how team activities, the structure of your pipeline, and deal flow contribute to it.
Slice and dice chart data with related tables
Beneath each chart sits tabular data that breaks down what you see in charts in different ways, painting a clearer picture of how your team, pipeline, and deals contribute to the trends that you see.
A range of pre-built charts and tables visualize your sales organization's health
Get insights from the perspective of your sales team, their activities, your sales process, and overall sales pipeline to help you spot opportunities for improvements across all of your inputs and processes.
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Visualize the health of your sales pipeline
The highest level measure of your organization's health is the values of your sales pipeline and wins at any time. The pipeline value chart shows you growth and contraction in these values over time. See an interesting trend? Use the tabular data below each chart to trace its source to a sales person, sales stage, or other source.
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Support insights and analytics
Minimize violations
Identify important SLAs that are due in the near future. Spot backlogs and unresolved cases at a glance and act on them immediately.
Understand how your agents are performing
Get insights into your support team's performance based on multiple metrics. Consider metrics as Open Cases, First Response, SLAs, and survey responses to gauge their performance.
Leverage history for optimizing performance
Historical metrics provide insights extracted from past performance data like Average First Response Time, Case Age, etc.
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Export reports and charts to CSV files
Get information about the SLA fulfillment rate and customer response on the satisfaction survey. Ascertain customer satisfaction levels with the help of survey responses.
CASE STUDIES
Why our customers love us
Sales Productivity
Breezway consolidates and automates its business processes with Vtiger, resulting in YoY sales growth.
Automate
Pactia uses Vtiger Workflows to automate its sales process to save time and focus on the more important tasks.
Customer base Growth
GB Advisors customizes its CRM experience using Vtiger to scale up its customer base exponentially.
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