The essential attributes of a successful CRM dashboard

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Consider, for example, marketing and sales sharing a common CRM dashboard: This simplifies the sales process by aligning their efforts. If a dashboard widget shows sales status by industry, marketing can identify the most promising segments and allocate targeted resources to them, maximizing campaign ROI.


Easy and pleasant handling
A powerful CRM dashboard should be easy to use kenya phone number list understand. After all, it's the daily tool used by various departments within your company, each with their own needs and levels of expertise.

The user interface design must therefore be flawless, allowing everyone to:

from novices to experts,
to access, understand and interact with data effortlessly.
Don't worry! Technical complexity won't be an obstacle; exporting and manipulating data will be seamless and simple.

Managing access permissions is another crucial aspect of an effective CRM dashboard. We know how important it is to adapt to different user profiles. That's why our best CRM system offers the ability to customize access levels.

Some employees will simply need to view dashboards, while others, those responsible for strategy or management, will be able to modify them. This hierarchical access control not only ensures data security, but also optimal use, based on individual roles.