How You Can Use CRM to Set and Track Proactive Sales Goals

We’ve been working with goals in Selltis for many years. Frequently we find as we work with new customers that goal management is not one of the reasons for investing in CRM, and we are always a little surprised by … Read More

Business Intelligence with CRM: Setting and Tracking Goals in Dashboards

We’ve discussed dynamic dashboards, an out-of-the-box Selltis feature not found in other popular CRM software. We also recently discussed exception reporting – not just looking at a trend, but diving deeper to learn of underlying issues, such as “Are leads … Read More