All details on your pipeline in one place
Gain insights into your sales performance with a powerful CRM reporting tool. Track each team member's progress through the sales funnel, uncover bottlenecks, and celebrate top performers breaking records. Discover the "why" behind your workflow statistics with our CRM report!
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CRM sales reporting in detail
Deep insights with clear visual reports
Our reporting tool organizes sales data in compact tables and nice-looking custom charts for you to clearly understand team performance. CRM reporting feature also enables to compare the results individually for each agent. Spot the opportunities to develop an understanding of your company’s conversion rate and other sales metrics.
Deals dynamics in your pipeline
You surely need to know the timeline of all your deals to trace your sales strategy output. Track the number of your new, successful or unsuccessful deals for a definite period with our CRM reporting tool. Learn the dynamics of your deals in groups and separately to know which actions will be most relevant with our CRM reporting technology.
Split reports by pipeline and agent
There’s a number of settings you can adjust for your pipelines in CRM and Deals for Zendesk®. Review the statistics for each agent separately and the whole team altogether in neatly organized reports. This way, it’s much easier to assess the performance of your pipeline, the productivity of your agents, and learn what exactly you should change to increase the revenue.
Know exactly why people don’t buy
Use the Lost Reasons report to know the exact reason why people buy some products better than the other. The CRM reporting tool will show what exactly you should change to improve your offers and product sales. Acquiring fast revenue growth has never been simpler than with CRM and Deals for Zendesk® reporting.
Deal Forecast
We offer a forecasting report to show the amount of revenue for deals on each pipeline stage. Deal forecast feature will simply calculate your revenue by multiplying the number of deals by deal stage probability. The formula of the reporting software functionality is pretty simple but significantly clears up the analysis of your past deals and planning of the future ones.
Sales Performance
See the precise summary of your whole sales process. Sales online reporting tool will show you a list of contacts that were already assigned to and worked with some of your agents. You can also view the complete number of deals in the system and what part of them was won.
Funnels
Another kind of report from CRM and Deals for Zendesk® is one that helps you follow up on the way your agents move deals from one stage to another one. Additionally, it enables you to view at which stages your reps have difficulties moving the deal further. Identifying all the patterns of the movements through our sales funnel, you will be able to work on the key points accordingly.
Our reporting tool organizes sales data in compact tables and nice-looking custom charts for you to clearly understand team performance. CRM reporting feature also enables to compare the results individually for each agent. Spot the opportunities to develop an understanding of your company’s conversion rate and other sales metrics.
You surely need to know the timeline of all your deals to trace your sales strategy output. Track the number of your new, successful or unsuccessful deals for a definite period with our CRM reporting tool. Learn the dynamics of your deals in groups and separately to know which actions will be most relevant with our CRM reporting technology.
There’s a number of settings you can adjust for your pipelines in CRM and Deals for Zendesk®. Review the statistics for each agent separately and the whole team altogether in neatly organized reports. This way, it’s much easier to assess the performance of your pipeline, the productivity of your agents, and learn what exactly you should change to increase the revenue.
Use the Lost Reasons report to know the exact reason why people buy some products better than the other. The CRM reporting tool will show what exactly you should change to improve your offers and product sales. Acquiring fast revenue growth has never been simpler than with CRM and Deals for Zendesk® reporting.
We offer a forecasting report to show the amount of revenue for deals on each pipeline stage. Deal forecast feature will simply calculate your revenue by multiplying the number of deals by deal stage probability. The formula of the reporting software functionality is pretty simple but significantly clears up the analysis of your past deals and planning of the future ones.
See the precise summary of your whole sales process. Sales online reporting tool will show you a list of contacts that were already assigned to and worked with some of your agents. You can also view the complete number of deals in the system and what part of them was won.
Another kind of report from CRM and Deals for Zendesk® is one that helps you follow up on the way your agents move deals from one stage to another one. Additionally, it enables you to view at which stages your reps have difficulties moving the deal further. Identifying all the patterns of the movements through our sales funnel, you will be able to work on the key points accordingly.
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Enjoy seamless integration with your existing platforms and a user-friendly interface that makes managing deals easier!
Try CRM and DealsKeep your sales in check and stay organized with our CRM for Zendesk
These features are just a small part of what CRM and Deals for Zendesk® has to offer.
There is much more to discover. Save your money with the best Zendesk Sell alternative
CRM and Deals for Zendesk will level up your sales
Tailored to fuel your growth
CRM and Deals within GrowthDot Enterprise
Need custom features for your business?
With GrowthDot Enterprise, you get a fully tailored CRM experience, complete with personalized support to meet your goals. The Enterprise plan offers a CRM solution that grows with you.
Expand your Zendesk opportunities
per month
- Unlimited pipelines
- Unlimited stages
- Unlimited custom fields
- Automations
- No limits
- Customizing services
- Free onboarding and trainings
- Deep integration with analytics tools
Compare Features
| Features | Lite Plan | Pro Plan | Enterprise |
|---|---|---|---|
| Custom pipeline | Up to 1 | Unlimited | Unlimited |
| Stages creation | Up to 5 stages | Unlimited | Unlimited |
| Automated deal movement | |||
| Deals forecasting | |||
| Custom fields | Max. 2 fields | Unlimited | Unlimited |
| Detailed customer view | |||
| Detailed product view | |||
| Set lost reasons | |||
| Upload attachments | |||
| Data export | |||
| Event tracking | |||
| PUSH notifications | |||
| CSV backup export | |||
| Managed system setup and ongoing support | |||
| Dedicated account manager | |||
| Extra customization to suit your business |
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