Close + Actiondesk = Even more powerful sales reports
product

Close + Actiondesk = Even more powerful sales reports

Want even more powerful, customizable sales reports and spreadsheets to optimize your sales process? Actiondesk can automatically pull and update your Close CRM data into your spreadsheet of choice exactly the way you want it.
Steli Efti
March 10, 2022
8 reports you need to create for your sales pipeline
reporting

8 reports you need to create for your sales pipeline

Ready to dig into the ‘why’ behind your sales data? From the creator of Master Metrics comes a quick guide to the top reports you should create from your sales pipeline, plus what they can do for your business.
Tomás Spada
August 1, 2022
How to create a successful sales report
reporting

How to create a successful sales report

As a sales manager, you have a lot of responsibility on your shoulders. Aside from managing a sales team and ensuring company growth, you’re also tasked with collecting the right data and presenting it to your colleagues in the best possible way.
Mahnoor Sheikh
November 30, 2021
How to turn sales analytics data into actionable insights for your sales team
reporting

How to turn sales analytics data into actionable insights for your sales team

One of the most misunderstood elements of data gathering is the difference between reporting and analysis. A report is just a summary of key data points about a solution or service.
Steli Efti
January 24, 2022
Sales dashboard templates, examples & KPIs for high-performing teams
reporting

Sales dashboard templates, examples & KPIs for high-performing teams

Sales data can be a double-edged sword. On the one hand, data can help you make smart decisions, uncover new opportunities, and crush sales targets. But it also just as easily can misinform, overwhelm, and send you down the wrong path.
Steli Efti
January 24, 2022
The 3 stages of sales reporting
reporting

The 3 stages of sales reporting

Sales reporting seems like it should be pretty easy—measure what you've done, put it in a spreadsheet, and use it to improve your sales process. Simple.
Steli Efti
April 22, 2021
Introducing NEW Activity Overview & Activity Comparison reports
product

Introducing NEW Activity Overview & Activity Comparison reports

Let me ask you one thing today: How do you currently track your sales team’s performance? How do you understand which sales rep is closing the most deals, which sales rep has a high deal closing % and which sales rep brought in the most amount of revenue in Q1 this year?
Madhav Bhandari
February 11, 2021
This is the #1 reason why cold calling campaigns fail
cold calling

This is the #1 reason why cold calling campaigns fail

We're so excited about the launch of Close's new Power Dialer that we decided to share a bunch of call-related content with you. To learn more about the Power Dialer, read our announcement on the Close blog, or visit our website. Cold calling isn’t dead. Sales teams just focus on the wrong metrics.
Steli Efti
May 29, 2020
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