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grouping tags bag

Grouping Tags

“The money is in the list.” – Dan Kennedy. I’d add to Dan’s wise wisdom that the money is in a segmented list. Or said better, the money is in your relationship with a segmented list. If you’re applying demographic and psychographic tags to your list, you’ll love this new report.
public dashboard

Public Dashboards Are Here!

Dashboards are a lot like hugs…they’re better shared with others than kept to yourself 🙂 That’s why we built an additional way to share your boards with others. We call this new feature “public dashboards”.
opportunity funnel

Opportunity Funnel (New Report)

Why do so many sales leaders stress over pipeline stages or the steps in their opportunity funnel? The answer is simple: your company’s sales process is the road that every prospect walks down to become a customer, and opportunity funnel stages are what pave that road. This is one area of your business that deserves both attention and intention to get right.