You don’t run your company’s books without P&L statements, so why run your sales staff on intuition and hearsay ?
MondoCRM simplifies analysis by using “one-click” entries to classify events so the staff does not have to compile reports at the last minute on Friday afternoon. MondoCRM compiles and classifies the events in real time.
One Click Examples:
- What is in the forecast for within 30 days ?
- How many new leads were created this week ?
- For each order, print out the history within 6 months of that sale and filter and see which people and which events made the sale.
Security
- Secure your data by territory
- Manage other rights such as deletions, field changes, field updates, mass e-mail, running reports or edit/replace
- Since the database does not download to a laptop or desktop, the rep cannot simply copy the data to a flash drive and walk away
- Audit who’s making changes by field
