We help you get the most from your CRM data.
What does your team need?
Connecting existing spreadsheets to CRM
Connect the spreadsheets you already use directly to your CRM.
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Integrating multiple data sources
Combine and manage data from multiple sources in one place.
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Managing complex data models
Use powerful visualization and spreadsheet features to organize and analyze complex data models.
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Multi-dimensional quoting
Factor in dimensions like shipping costs, delivery dates, tax rates, and more into quotes.
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Professional services quoting
Incorporate profitability, availability, PTO, hourly rates and more in every quote.
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Pipeline management
Effectively visualize, track, and update pipeline with real-time CRM data.
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Territory realignment
Realign territories with ease to keep your sales team productive and organized
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Forecasting
Build accurate forecasts with live CRM data, and view in different timescales.
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Scenario modeling
Use complex calculations and visualizations to assess multiple outcomes.
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CRM data hygiene
Eliminate the need for data imports and exports, reducing human errors, discrepancies, and duplication.
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Migration
Accurate migrations with connected spreadsheets. Audit, track, and verify at any stage of the process.
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