Senior Director Category Management at a educational organization with 5,001-10,000 employees
Real User
Top 20
2024-04-04T08:40:52Z
Apr 4, 2024
The dashboard is not very intuitive. You need to store the number of dials made on a particular lead, then the number of dials after it connects, and then the number of conversions. We typically move all this data to our database and build dashboards on top of that. Our in-house central logistics team builds dashboards on top of NoPaperForms data, which are more intuitive and help us make better decisions. NoPaperForms doesn't track lead activity in the detail we expect. In future, I would want NoPaperForms to store the number of dials we're making on a particular lead. A lot of lead activity details should be there as part of the lead activity dashboard. Storing all the details related to lead activity would definitely help them build better dashboards. I would ideally want them to work on their automation. The team has to manually put filters on the lead activity or stages and then manually push leads into a campaign where counsellors are calling or receiving calls. LeadSquared (LSQ) provides a feature where you can put all of these automations. Based on lead activity, you can put a lot of these automations, and then the campaign will be automatically assigned. It will reduce a lot of manual effort.
CRM solutions streamline customer relationship management by integrating various processes into a unified platform, enhancing communication, sales, and service.CRM systems offer comprehensive capabilities for managing customer interactions and data across different channels, providing insights and analytics to improve business relationships. By automating routine tasks and providing tools for better communication, CRMs help organizations maintain a clear view of customer activities and...
The dashboard is not very intuitive. You need to store the number of dials made on a particular lead, then the number of dials after it connects, and then the number of conversions. We typically move all this data to our database and build dashboards on top of that. Our in-house central logistics team builds dashboards on top of NoPaperForms data, which are more intuitive and help us make better decisions. NoPaperForms doesn't track lead activity in the detail we expect. In future, I would want NoPaperForms to store the number of dials we're making on a particular lead. A lot of lead activity details should be there as part of the lead activity dashboard. Storing all the details related to lead activity would definitely help them build better dashboards. I would ideally want them to work on their automation. The team has to manually put filters on the lead activity or stages and then manually push leads into a campaign where counsellors are calling or receiving calls. LeadSquared (LSQ) provides a feature where you can put all of these automations. Based on lead activity, you can put a lot of these automations, and then the campaign will be automatically assigned. It will reduce a lot of manual effort.