Multi-line sales reps are often bogged down by the sheer volume of daily information they need to manage. From tracking leads to monitoring sales progress and managing multiple product lines, there are a lot of details to juggle. Orgo Sales Engine is a powerful tool designed to streamline and simplify the rep firm performance business. We offer Live Learning sessions regularly to concentrate on software features. This month, we will cover the Table View.
The Table View is a versatile and efficient way to manage several different sorts of data at once. This feature lets you view key information about your quotes, projects, leads, and sales in one comprehensive table view. It provides the look of a “spreadsheet” view, with all the capabilities of a list.
The beauty of the Table View lies in its customization capabilities. Everything from the columns displayed to the filters, search functions. This flexibility means the Table View can be tailored to whatever aspect of your sales operations is most critical to you. Additionally, you can add filters to display only data from specific periods, regions, or sales reps, to refine your analysis further.
The Table View is a powerful tool within Orgo’s Sales Engine. Mastering it can help you make sense of the copious amounts of data associated with the rep firm performance business. By allowing you to customize your view and drill down into data, you can make better-informed decisions that positively impact your bottom line.
Join us for the “Live Learning” session on April 27 at 1:00 pm EST. We’ll walk you through the Table View and provide time for customer questions and input on what you would like this feature to help you accomplish at your business.