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SALES REPORTING & ANALYTICS

With out-of-box sales reports and drill-down dashboards available on pipeline & customer engagement,
optimize sales performance & customer outreach strategies.

Pipeline Performance Analytics

Optimize your pipeline performance with Kreato’s out-of-box reports provided on various key metrics such as pipeline conversion rate, average time taken for conversion, stage-to-stage progress rate. Also easily spot the attributes that leads to pipeline success via pipeline success factors reports.

Email Engagement Insights

Optimize your email outreach techniques with Kreato’s out-of-box reports provided on various key metrics such as email open rate, time taken to response & email intent. Further to this You could quickly check for the frequency of specific terms including your competitor names or your product features spotted on customer emails.

Call Engagement Insights

Optimize your call outreach techniques with Kreato’s out-of-box reports provided on various key metrics such as call connection rate, call frequency, time spent & call intent. Further to this quickly check for the frequency of specific terms including your competitor names or your product features spotted on customer interactions.

Custom Dashboards & Reports

Pre-Built dashboards and reports available on lead, sales pipeline and accounts with details on sources, current stages, active/deferred status, win/loss parameters, loss/disqualification reasons and ownership factors. Also Kreato provides scope to create custom dashboards with necessary parameters specific to the analytics needed.

Today’s CRM Pulse

Get instant view on what’s happening currently on the CRM activities. Visualize the inflow trends of leads/deals, recently engaged customers, recently generated leads/deals and get quick links to the tasks that need to be attended and pipeline that needs attention.