OrgPlus RealTime for sales
Visualize budgets, forecasts and pipeline performance with a sales and marketing organizational chart
Sales performance
View data from your CRM regularly at every level in the sales organization. Track quotas, sales month-to-date, sales year-to-date and prior year data. Enable sales directors to manage sales data for their teams while gating access to the rest of the organization.
Sales pipeline
Know where your team members are in the selling process with potential customers, sales opportunities and prospects. You can calculate pipeline values, average values and forecast values in OrgPlus.
Sales opportunities
Track sales opportunities by including customer criteria for individual contributors on your team. Set conditional format measures in OrgPlus RealTime to identify where reps are in the sales funnels by highlighting win/loss data.
Schedule a demo with one of our sales consultants to discover how OrgPlus can be your sales and marketing organizational chart.