MoData
Integrated Sales Forecasting, Pipeline + Activity Tracking & Reporting
Criado por - MoData Inc.
Instalações - mais de 100 instalações
Avaliação - 4,7(7)
Requisitos
Plano da HubSpot Funciona com todos os planos da HubSpot Saiba mais Permissões da conta da HubSpot - Ver permissões de conta necessárias
Assinatura MoData - Free, Growth, Professional ou Enterprise planos
Visão geral
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.
Recursos
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
Funcionalidade do aplicativo
Dados compartilhados
MoData Cloud | ||
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Avaliações
4,7
7
4,7
7
- 26 de Abr de 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.
Pipeline Forecasting Data
Customer Service
Haven't found one yet.
Richards, K.
Tecnologia - Software - 26 a 50 funcionários
- 20 de Abr de 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.
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
* O preço aqui é apenas para fins de exibição. Todos os preços não incluem impostos, incentivos, descontos ou outras variáveis de preços. Você deve entrar em contato com o parceiro para obter informações mais atualizadas e precisas. A HubSpot não se responsabiliza por essas informações de preços, que são fornecidas pelos nossos parceiros. Preços atualizados pela última vez: 03/02/2021
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