Enterprise Suite
Products
Dashboards_
Data Types
Chart Types
A Comprehensive Graphical View of Your Most Important Information
Empowering your employees - that is what Surado CRM does for you and your team. When a customer calls, Surado CRM provides your team with an intuitive system that presents a comprehensive single view of the customer across your entire organization. This 360° view of customer interactions with your organization allows you to serve your customers with the highest possible standards.
When employees need a complete view of their activities, they need not run a multitude of reports to derive the entire picture. Instead with Surado CRM Dashboards, each member of your team will be able to get a comprehensive single view of all their activities, priorities, responsibilities and analytics on one screen.
See real-time Forecast Status, Top Deals, Recent Deals, Sales Representative Activity and view what's in your Pipeline, Marketing Activities, Daily To-do's & Appointments, Performance Gauges and more, all in one place. Because Surado CRM Dashboard is tightly integrated with the rest of Surado CRM, you can even drill down into the details and optimize team effectiveness, based on real-time metrics.
Unlimited Customized Dashboards for Each User
Users can customize their Dashboards to suit their roles in the organization. The best part is that each user can create unlimited Dashboard views!
Customizing the Dashboard is as easy as 1-2-3
1. Select from a pre-configured template for each row.
2. Decide which type of data to view, and what type of chart to use.
3. Set the appropriate filter selection criteria.
Access saved Dashboards at any time, by choosing a name from the drop-down at the top of the screen. Features include:
Create Unlimited Custom Dashboards
Share Dashboards with your Team
Drill Down to Detailed Individual Records
Real Time Information at your finger tips
Key Metrics helps you immediately identify the health of your business
Keep Track of Top Clients
Customize Dashboard Views for Employees, Managers or Executives
Tightly Integrated with Surado CRM Core Suite
Now, you and your team will always be on top of what you know are the most important elements of your business. By using the Surado CRM Dashboard, you will increase efficiency, productivity and the bottom line. Most important of all -- you too will be able to Keep Customers for Life!
Empowering your employees - that is what Surado CRM does for you and your team. When a customer calls, Surado CRM provides your team with an intuitive system that presents a comprehensive single view of the customer across your entire organization. This 360° view of customer interactions with your organization allows you to serve your customers with the highest possible standards.
When employees need a complete view of their activities, they need not run a multitude of reports to derive the entire picture. Instead with Surado CRM Dashboards, each member of your team will be able to get a comprehensive single view of all their activities, priorities, responsibilities and analytics on one screen.See real-time Forecast Status, Top Deals, Recent Deals, Sales Representative Activity and view what's in your Pipeline, Marketing Activities, Daily To-do's & Appointments, Performance Gauges and more, all in one place. Because Surado CRM Dashboard is tightly integrated with the rest of Surado CRM, you can even drill down into the details and optimize team effectiveness, based on real-time metrics.
Unlimited Customized Dashboards for Each User
Users can customize their Dashboards to suit their roles in the organization. The best part is that each user can create unlimited Dashboard views!
Customizing the Dashboard is as easy as 1-2-3
1. Select from a pre-configured template for each row.
2. Decide which type of data to view, and what type of chart to use.
3. Set the appropriate filter selection criteria.
Access saved Dashboards at any time, by choosing a name from the drop-down at the top of the screen. Features include:
Now, you and your team will always be on top of what you know are the most important elements of your business. By using the Surado CRM Dashboard, you will increase efficiency, productivity and the bottom line. Most important of all -- you too will be able to Keep Customers for Life!