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Latest Updates To Pinnacle Ai CRM

Sales Efficiency Widget on the Dashboard

Sales Efficiency Widget on the Dashboard

system updates
August 21, 2024•1 min read

Gain insight into your sales metrics, monitor your sales, and ensure your team achieves their best performance with the Sales Efficiency Widget.

⭐️Why Is This Feature Beneficial To Your Business?

  • Improved Team Performance: The added data lets you know if any team members need help with improving their sales performance by aiding with their sales speed.

  • Lower Waiting Times: Help lower waiting times for your customers, increasing their overall experience and satisfaction.

  • Heightened Control: By collecting this data you can gain greater control over how the sales process develops for your customers and your team.

⭐️ How To Use Sales Efficiency Widget on the Dashboard:

  1. Navigate to the Dashboard of your CRM and click the Pencil Icon to edit it.

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  2. Click Add Widget to open the option menu.

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  3. Click on the Sales Efficiency Widget under the General Category, this will add it for you.

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  4. Drag it into place then click Save Changes.

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The Sales Efficiency Widget will be your new best friend, by adding it you’ll be able to monitor the average time taken for all opportunities to close, the total value of your sales, and the speed of your sales processes.

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Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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