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MoData

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App

MoData

HubSpot-sertifisert app

Integrated Sales Forecasting, Pipeline + Activity Tracking & Reporting

Bygget av
MoData Inc.
Installeringer
100+ installasjoner
Rangering

4,7(7)

Logg på for å installereKrever MoData-abonnement

Krav

HubSpot-abonnement
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HubSpot-kontotillatelser
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MoData-abonnement
Free, Growth, Professional eller Enterprise-abonnementer

Oversikt

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.

Funksjoner

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

Appfunksjonalitet

Delt data
Datakilde
Synkroniseringsretning
I HubSpot
I HubSpot

MoData Cloud

Selskaper

CRM-pipelines

Avtaler

Eiere

Selskapsegenskaper

Kontaktegenskaper

CRM-forbindelser

Oppgaver

Produkter

Avtale-pipelines

Engasjementer

Hendelser

Eiere

Markedsførings-e-post

Kalender

Transaksjons-e-post

Ecommerce Bridge

E-postabonnement

Fakturaer

Selskaper

CRM-pipelines

Avtaler

Eiere

Selskapsegenskaper

Kontaktegenskaper

CRM-forbindelser

Oppgaver

Produkter

Avtale-pipelines

Engasjementer

Hendelser

Eiere

Markedsførings-e-post

Kalender

Transaksjons-e-post

Ecommerce Bridge

E-postabonnement

Fakturaer

MoData ClouWe might have added . d

Kontakter

Kontakter

Mer informasjon om delte data

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.

Gjennomganger

Gjennomsnittlig vurdering

4,7

Basert på 7 vurderinger


Totalt antall gjennomganger

7

Antall gjennomganger gjennom tidene


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

Gjennomsnittlig vurdering

4,7

Basert på 7 vurderinger

Totalt antall gjennomganger

7

Antall gjennomganger gjennom tidene

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

Filtrer gjennomganger:

Sorter:


5/5
    26. april 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.

Hvilket problem prøver du å løse?

Pipeline Forecasting Data

Hva vil du gjøre?

Customer Service

Hva liker du ikke?

Haven't found one yet.

  • Richards, K.

  • Teknologi - programvare
  • 26 til 50 ansatte

5/5
    20. april 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.

Hvilket problem prøver du å løse?

Statistical analysis, modeling and simulation, forecasting, pipeline management

Hva vil du gjøre?

Flexibility, ease-of-use

  • Christensen, P.


Denne appen krever ett av de følgende MoData-abonnementene.

Free

USD 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

USD 0

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

  • Dozens of free dashboards ready in minutes

  • HubSpot CRM data only

Free Forever

* Prissettingen her er kun for illustrasjonsformål. Prisene inkluderer ikke avgifter, insentiver, rabatter eller andre prissettingsvariabler. Kontakt partneren for å få oppdatert og riktig prissettingsinformasjon. HubSpot tar ikke ansvar for denne prissettingsinformasjonen, som gis av våre partnere. Prissetting sist oppdatert: 03.02.2021

Mer info

Bygget av
MoData Inc.
Installeringer
100+ installasjoner
Kategorier
Språkene appen er tilgjengelig på
Engelsk

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