The following templates come pre-configured out of the box with DataSelf Analytics - Advanced Edition, and they can be easily and extensively customized. Please click here to see which CRMs are currently supported.
Activity
Easily monitor calls, emails, visits, demos and etc by account manager, prospect and opportunities.
Marketing Email
Currently, this template is ready for HubSpot. It can easily be connected to other marketing email tools that provide opens and clicks by email recipient.
E-blast Opens, Clicks & URLs
Easy and interactive ways to analyze which companies and individuals have been interacting with your marketing emails across marketing campaigns.
E-Blast Top Companies
Easy and interactive ways to analyze trends from companies and individuals interacting with your eBlasts across campaigns.
E-Blast Trends
Interactive ways to analyze how opens and clicks perform across campaigns and time.
Opportunity
Opportunities
Monitor and slice and dice all opportunities easily.
Pipeline
Monitor and slice and dice open opportunities by rep and other dimensions easily.
Opportunities Closing Soon
Stay on top of opportunities closing in the near future.
Stuck Opportunities
Why are certain opportunities not moving?
Sales Funnel
Monitor and slice and dice your sales funnel.
Sales Velocity
Sales Velocity is an important metric to monitor how efficiently your sales process is evolving.
