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MoData

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App

MoData

HubSpot-gecertificeerde app

Integrated Sales Forecasting, Pipeline + Activity Tracking & Reporting

Gemaakt door
MoData Inc.
Installaties
100+ installaties
Beoordeling

4,7(7)

Meld je aan om te installerenVereist MoData-abonnement

Vereisten

HubSpot-abonnement
    Werkt met alle HubSpot-abonnementen
Meer informatie
HubSpot-accountmachtigingen
Bekijk de vereiste accountmachtigingen
MoData-abonnement
Free, Growth, Professional of Enterprise plannen

Overzicht

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.

Functies

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

App-functionaliteit

Gedeelde gegevens
Gegevensbron
Richting van synchronisatie
In HubSpot
In HubSpot

MoData Cloud

Bedrijven

CRM-pijplijnen

Deals

Verantwoordelijken

Bedrijfseigenschappen

Eigenschappen contactpersoon

CRM-associaties

Taken

Producten

Deal-pijplijnen

Activiteiten

Gebeurtenissen

Verantwoordelijken

Marketing-e-mail

Agenda

Transactionele e-mail

Ecommerce Bridge

E-mailabonnement

Facturen

Bedrijven

CRM-pijplijnen

Deals

Verantwoordelijken

Bedrijfseigenschappen

Eigenschappen contactpersoon

CRM-associaties

Taken

Producten

Deal-pijplijnen

Activiteiten

Gebeurtenissen

Verantwoordelijken

Marketing-e-mail

Agenda

Transactionele e-mail

Ecommerce Bridge

E-mailabonnement

Facturen

MoData ClouWe might have added . d

Contactpersonen

Contactpersonen

Meer informatie over gedeelde gegevens

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.

Reviews

Gemiddelde beoordeling

4,7

Op basis van 7 beoordelingen


Totaal aantal beoordelingen

7

Totaal aantal beoordelingen ooit


5
71% voltooid
71%
4
29% voltooid
29%
3
0% voltooid
0%
2
0% voltooid
0%
1
0% voltooid
0%

Gemiddelde beoordeling

4,7

Op basis van 7 beoordelingen

Totaal aantal beoordelingen

7

Totaal aantal beoordelingen ooit

5
71% voltooid
71%
4
29% voltooid
29%
3
0% voltooid
0%
2
0% voltooid
0%
1
0% voltooid
0%

Beoordelingen filteren:

Sorteren:


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.

Welk probleem probeer je op te lossen?

Pipeline Forecasting Data

Wat vind je goed?

Customer Service

Wat vind je niet goed?

Haven't found one yet.

  • Richards, K.

  • Technologie - software
  • 26 tot 50 werknemers

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.

Welk probleem probeer je op te lossen?

Statistical analysis, modeling and simulation, forecasting, pipeline management

Wat vind je goed?

Flexibility, ease-of-use

  • Christensen, P.


Deze app vereist een van de volgende MoData-abonnementen.

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 Forever

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 Forever

* De hier vermelde prijzen dienen alleen ter illustratie. Alle prijzen zijn exclusief belasting, bonussen, kortingen of andere prijsvariabelen. Neem contact op met de partner voor de meest recente en correcte prijsinformatie. HubSpot erkent geen verantwoordelijkheid voor deze prijsinformatie, die wordt verstrekt door onze partners. Prijzen laatst bijgewerkt: 03-02-2021

Meer info

Gemaakt door
MoData Inc.
Installaties
100+ installaties
Categorieën
Talen waarin deze app beschikbaar is
Engels

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