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MoData

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App

MoData

App certificata HubSpot

Integrated Sales Forecasting, Pipeline + Activity Tracking & Reporting

Creazione di
MoData Inc.
Installazioni
PIù di 100 installazioni
Valutazione

4,7(7)

Accedi per l'installazioneRichiede l'abbonamento a MoData

Requisiti

Piano HubSpot
    Funziona con tutti i piani HubSpot
Scopri di più
Autorizzazioni dell'account HubSpot
Visualizza le autorizzazioni dell'account richieste
Abbonamento MoData
Piani Free, Growth, Professional o Enterprise

Panoramica

Integrated sales management platform built for sales leaders. All the applications you need to manage your sales process and sales team on a single platform.

  • Integrated analytics and reporting capabilities for HubSpot CRM , HubSpot Sales & HubSpot Marketing data

  • Automated data collection & prepration across all your data sources including HubSpot via dozens of pre-built connectors for Salesloft, Outreach, Salesforce.com, Pardot, Marketo, Gmail, Office365.

  • Avanced History Tracking: Track all changes to HubSpot CRM data and enables pipeline & lead history inspection, allowing sales teams to compare changes to pipeline and lead statuses between any two time periods.

  • Booking forecasting capabilities flexible forecast category options, weighted pipeline calculations and trend analysis

  • What-if Analysis : Your personal forecasting playground. Pull data from CRM. Create multiple forecast models. Override deal values/ close date. Add private notes. Synchronize data with CRM when ready.

  • Sales Rep Management: Manage booking and activity quota. Track quota history. 1-on-1 meeting notes.

Funzionalità

Forecast with confidence. Identify trends & risks. Drive results

* Out-of-box sales forecasting with rule-based deal scoring. * Map your existing opportunity stages from HubSpot CRM to customizable sales forecasting categories. * Use funnel movement and rep-activity identify at-risk deals. * Prioritize deals to based on integrated historical averages.

Sales Pipeline Management & deal Progression History

* Recreate your pipeline "as-of" last day, month, week, quarter or year (automated snapshots of your HubSpot pipeline) * Pinpoint exact pipeline changes between any two dates * Visually analyze deal flow through sales funnel to identify bottlenecks * Identify, label and annotate at-risk deals.

Forecasting Modeling: Your personal "What-if" Analysis Playground

* Connected, sharable yet personal forecast models. * Pull data from CRM, Create multiple forecast models. Override deal values/ close date. Add private notes. Synch data back to CRM when ready. * Merge CRM changes to your model with single click. * History tracking.

Reporting: KPI visualizations over combined Sales & Marketing data

* All your Sales Data in one place: Sales, Marketing, Lead nurturing. * Advanced capabilities including drilldowns, filtering and pivoting. * 100s of Pre-built KPIs available for customization. * Advanced BI / Data lake capabilities to fulfill most advanced reporting use cases.

Quota Management: Booking, Revenue, Task & Activity Quota

* Manage * Booking quota * Activity quota * Revenue quota * Quota assignment history * Private notes * Match quota and result side-by-side * Drill-down into results

Funzionalità dell'app

Dati condivisi
Fonte di dati
Direzione della sincronizzazione
In HubSpot
In HubSpot

MoData Cloud

Aziende

Pipeline CRM

Trattative

Proprietari

Proprietà dell'azienda

Proprietà del contatto

Associazioni CRM

Task

Prodotti

Pipeline di trattativa

Impegni

Eventi

Proprietari

E-mail di marketing

Calendario

E-mail transazionale

Bridge eCommerce

Abbonamento e-mail

Fatture

Aziende

Pipeline CRM

Trattative

Proprietari

Proprietà dell'azienda

Proprietà del contatto

Associazioni CRM

Task

Prodotti

Pipeline di trattativa

Impegni

Eventi

Proprietari

E-mail di marketing

Calendario

E-mail transazionale

Bridge eCommerce

Abbonamento e-mail

Fatture

MoData ClouWe might have added . d

Contatti

Contatti

Maggiori informazioni sui dati condivisi

We synchronize/pull most sales and marketing related objects from HubSpot. Most common ones are listed above. We regularly add support for more objects so please be sure try out our app and if you don't see a object, that you are interested in supported, please reach out to us. We might already support it. The exact list of objects synchronized also changes based on your subscription type.

Recensioni

Valutazione media

4,7

In base a 7 valutazioni


Recensioni totali

7

Numero di recensioni di tutti i tempi


5
Percentuale completamento: 71%
71%
4
Percentuale completamento: 29%
29%
3
Percentuale completamento: 0%
0%
2
Percentuale completamento: 0%
0%
1
Percentuale completamento: 0%
0%

Valutazione media

4,7

In base a 7 valutazioni

Recensioni totali

7

Numero di recensioni di tutti i tempi

5
Percentuale completamento: 71%
71%
4
Percentuale completamento: 29%
29%
3
Percentuale completamento: 0%
0%
2
Percentuale completamento: 0%
0%
1
Percentuale completamento: 0%
0%

Filtra recensioni:

Ordina:


5/5
    26 apr 2021

Data Snapshots with Ease!

MoData has been great to work with. Their customer service is outstanding and they have been able to build the reports we require. We use them to take snapshots of our deals pipeline on a weekly and monthly bases so that we can see trends in our SaaS based revenue for recurring and annual review for both weighted and unweighted values. Prior to MoData we would use XLS exports each month to capture our sales data and keep an archive. No more Excel files to deal with and I get a dashboard and can share with management.

Quali problemi stai cercando di risolvere?

Pipeline Forecasting Data

Cosa ti piace?

Customer Service

Cosa non ti piace?

Haven't found one yet.

  • Richards, K.

  • Tecnologia: software
  • 26 - 50 dipendenti

5/5
    20 apr 2021

Just what we were looking for!

The flexibility of MoData is key to us. As an all-in-one solution, it has all the features we were looking for, and they all work seamlessly together instead of having to integrate several apps. The platform has helped us organize all of our sales pipeline data and greatly improve our entire sales reporting system.

Quali problemi stai cercando di risolvere?

Statistical analysis, modeling and simulation, forecasting, pipeline management

Cosa ti piace?

Flexibility, ease-of-use

  • Christensen, P.


Questa app richiede uno dei piani di abbonamento MoData seguenti.

Free

0 USD

Free to signup. Free to use. No credit card required

  • Dozens of free dashboards ready in minutes

  • HubSpot CRM data only

Free Forever

Free

0 USD

Free to signup. Free to use. No credit card required

  • Dozens of free dashboards ready in minutes

  • HubSpot CRM data only

Free Forever

* I prezzi riportati sono a scopo informativo. I prezzi non includono tasse, incentivi, sconti o altre variabili. Contatta il partner per ricevere il tariffario aggiornato. HubSpot declina qualsiasi responsabilità circa le informazioni di prezzo fornite dai propri partner. Ultimo aggiornamento tariffario: 03/02/2021

Maggiori informazioni

Creazione di
MoData Inc.
Installazioni
PIù di 100 installazioni
Categorie
Lingue in cui è disponibile questa app
Inglese

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