Senior Director Category Management at a educational organization with 5,001-10,000 employees
Real User
Top 10
Apr 4, 2024
The dashboard is not very intuitive. You need to store the number of dials made on a particular lead, then the number of dials after it connects, and then the number of conversions. We typically move all this data to our database and build dashboards on top of that. Our in-house central logistics team builds dashboards on top of NoPaperForms data, which are more intuitive and help us make better decisions. NoPaperForms doesn't track lead activity in the detail we expect. In future, I would want NoPaperForms to store the number of dials we're making on a particular lead. A lot of lead activity details should be there as part of the lead activity dashboard. Storing all the details related to lead activity would definitely help them build better dashboards. I would ideally want them to work on their automation. The team has to manually put filters on the lead activity or stages and then manually push leads into a campaign where counsellors are calling or receiving calls. LeadSquared (LSQ) provides a feature where you can put all of these automations. Based on lead activity, you can put a lot of these automations, and then the campaign will be automatically assigned. It will reduce a lot of manual effort.
CRM systems streamline customer interactions by centralizing contact information, tracking customer interactions, and facilitating data analysis to enhance customer service and profitability.Designed to help businesses manage customer relationships effectively, CRM solutions offer capabilities such as contact management, sales automation, customer support, and marketing automation. These solutions improve efficiency by integrating with other business applications, providing insights through...
The dashboard is not very intuitive. You need to store the number of dials made on a particular lead, then the number of dials after it connects, and then the number of conversions. We typically move all this data to our database and build dashboards on top of that. Our in-house central logistics team builds dashboards on top of NoPaperForms data, which are more intuitive and help us make better decisions. NoPaperForms doesn't track lead activity in the detail we expect. In future, I would want NoPaperForms to store the number of dials we're making on a particular lead. A lot of lead activity details should be there as part of the lead activity dashboard. Storing all the details related to lead activity would definitely help them build better dashboards. I would ideally want them to work on their automation. The team has to manually put filters on the lead activity or stages and then manually push leads into a campaign where counsellors are calling or receiving calls. LeadSquared (LSQ) provides a feature where you can put all of these automations. Based on lead activity, you can put a lot of these automations, and then the campaign will be automatically assigned. It will reduce a lot of manual effort.