MoData
Integrated Sales Forecasting, Pipeline + Activity Tracking & Reporting
제작자 - MoData Inc.
설치 - 설치 수 100개 이상
평가 - 4.7(7)
요구 사항
HubSpot 요금제 모든 HubSpot 플랜에서 작동 자세히 알아보기 HubSpot 계정 권한 - 필수 계정 권한 보기
MoData 구독 - Free, Growth, Professional 또는 Enterprise 플랜
개요
1/9
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.
기능
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
앱 기능
공유 데이터
MoData Cloud | ||
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리뷰
4.7
7
4.7
7
- 2021년 4월 26일
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.
Pipeline Forecasting Data
Customer Service
Haven't found one yet.
Richards, K.
기술 - 소프트웨어 - 직원 26~50명
- 2021년 4월 20일
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.
Statistical analysis, modeling and simulation, forecasting, pipeline management
Flexibility, ease-of-use
Christensen, P.
Free
US$0
Free to signup. Free to use. No credit card required
Dozens of free dashboards ready in minutes
HubSpot CRM data only
Free
US$0
Free to signup. Free to use. No credit card required
Dozens of free dashboards ready in minutes
HubSpot CRM data only
* 여기에 표시된 가격은 표시 목적으로만 사용됩니다. 모든 가격에는 세금, 인센티브, 할인 또는 기타 가격 변수가 포함되어 있지 않습니다. 가장 최신의 정확한 가격 정보를 알고 싶다면 파트너에게 연락해야 합니다. HubSpot은 파트너가 제공하는 이 가격 정보에 대해 어떠한 책임도 지지 않습니다. 마지막 가격 업데이트 날짜: 2021.02.03.
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