MoData
Integrated Sales Forecasting, Pipeline + Activity Tracking & Reporting
建立者 - MoData Inc.
安裝次數 - 超過 100 次安裝
評分 - 4.7(7)
要求
HubSpot 版本 適用於所有 HubSpot 版本 了解詳情 HubSpot 帳戶權限 - 檢視所需的帳戶權限
MoData 訂閱 - Free、Growth、Professional或Enterprise 版本
總覽
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.
功能
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
應用程式功能
共用資料
MoData Cloud | ||
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評論
4.7
7
4.7
7
- 2021年4月26日
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.
科技：軟體 - 26 至 50 位員工
- 2021年4月20日
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
* 此處顯示的價格僅供參考。所有價格均不包含稅金、獎勵、折扣或其他價格變數。如需最新的正確價格資訊，請連絡合作夥伴。HubSpot 對合作夥伴所提供的價格資訊不承擔任何責任。上次更新價格時間：2021/02/03
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