Saphyte Sales CRM Dashboard Made Simple

Saphyte Team

4 min read

Updated: August 13th, 2020

Seeing and dealing with a sea of numbers and names on a daily basis is an overwhelming feeling for business owners and sales managers alike. As the human mind can only tolerate so many words, numbers, and equations before forgetting everything that they were about to do in the first place.

In the sales world, there is an endless and overflowing amount of data salespeople have to deal with every day. It is also a prerequisite for data to be simultaneously quantifiable and easy to interpret at the same time. This leads to the common use of sales CRM dashboards.

What is a CRM Sales Dashboard?

To simply put, a CRM dashboard is a centralized hub that contains information. The information represents the results of customer relationship management or CRM systems data. Which in return shows dynamic and interactive graphs and charts. 

Hence, offering businesses and their sales teams the insights they need to improve a business sales process, as well as their sales and marketing strategies and communications.

Why Businesses need a Sales CRM Dashboard?

Sales CRM dashboard is an important tool for businesses due to its ability to properly organize information. When businesses have a basic and organized data, they gain a strong foundation for sales, marketing, support, and management.

The dashboard from a CRM solution, allows your sales team to have access to information the moment they open their CRM software. Having access to these types of information is crucial for your future customer interactions with potential customers and email marketing strategies.

On top of that, here are some amazing advantages of having a sales dashboard for your company.

Trustworthy Reporting Leading to Marketing Automation

Data is an essential part of the business. You can pull customer information from multiple type of resources: Google Analytics, social media, apps, business software, and CRM technology. However, these data collected won’t be useful until they are sorted, organized, categorized, analyzed, and made actionable.

However, manually putting customer data on your spreadsheet, analyzing said data, and putting them into graphs can be laborious and, frankly, a complete waste of time.

A CRM dashboard can do this for you and your business. Once you’ve invested in a CRM platform, the dashboard, along with its advantages, are packaged into one. You can set up a dashboard for every individual in your company who has login credentials for your CRM platform.

A CRM dashboard shows you deeper insights of your data and metrics, including those from other sources. The dashboard and the system can help you maintain clean data, or make data free from errors.

You can use a dashboard to organize, chart, and organize your data, which makes it easy to interpret for reporting purposes in the future.

Helping you Stay on Track and Focused

Dashboard provides you with a high-level visual representation of your overall sales and marketing performance. This feature or functionality can give you a quick and comprehensive overview of the areas that require most of your attention or which of your strategies that needs refining.

Helps you Save Time, eventually Resources

CRM dashboards allows its users to have access to critical and essential performance information at a glance. Thus, helping you and your sales managers prioritize important and critical sales activities with a list of action items. Hence, saving you time, and eventually, resources.

Real-time Updates

When you place data on sheets, it’ll grow difficult and challenging for you in the future. Having to manually collect data requires you to manually collate, tabulate, interpret, and generate reports. Why do that when you can let a CRM dashboard automatically update your data in real time and accurate information at your fingertips?

Help you make better sales decisions

When you know your ‘why’, it’s easy to know you ‘how’s’. When you have access to real-time and accurate information, decision-making comes easier. Dashboards are an essential key in answering the following questions:

1. Why leads are not converting into sales?
2. Which part or segment (geographical area, customer segment, or sales team) shows the least growth in sales and demands more investigation or attention?
3. Which services have the most potential of losing possible business because of them?

Control your Costs

A CRM dashboard reduces manual inputs or separate reporting. Therefore, the company can redirect its efforts and focus on the most important areas in your sales process. You can then easily identify where you’re spending, or areas where you’re potentially wasting money. 

Remember, when you can control your cost, you control the game. And you can’t do that without proper and comprehensive data.

Spot Trends

Having visual graphs and charts that are based on past and present data instantly shows the direction of your business activity, customer relationships, and sales. If you have visual graphs and charts, you can be able to spot trends easily. Hence, allowing you to prepare for future business

CRM Dashboard Design Considerations and Features

Carefully consider your CRM dashboard choices ahead of time. This helps ensure that your team members can adapt to it easily. Whether you’re deciding to use a free or purchased platform, or designing one for yourself with the use of Excel templates, you also need to consider some important features and factors in order to start becoming effective and efficient.

Here are some key tips to know which design consideration and features you can look at:  

The Dashboard is Customizable and Easy to Use

Using the dashboard that takes a lot of time for your team members to learn defeats the purpose of getting one. That is why you need a CRM system with a customizable and easy-to-use dashboard. This functionality allows your team members to be more effective and efficient because the system adapts to them and not the other way around.

The Dashboard Display the Five Most Important KPIs

Remember, a human mind does not have the ability to process more than seven concepts at a time. Flouting this rule is nearly impossible. That is why you and your team need a CRM dashboard that can enable you to see the 5 most important KPI’s of your sales process.

Why Saphyte is the Best Option for a Sales Dashboard?

Finding the best CRM platform with the best sales dashboard can be exhausting. However, you may want to look at Saphyte CRM.

Saphyte is one of the many CRM tools in the market that not only manages contact information and automate most of your data entry tasks, but can also help you boost your sales productivity. The CRM software is designed to support small to medium business owners with their contact management, social media, marketing, and sales ventures for their business.

Saphyte is also built with a customizable CRM sales dashboard to allow users to have access to real-time information on sales insights and marketing campaigns.

The sales dashboard of Saphyte allows you to have an overview page of your business’s most relevant data. Within the page, you can have access to all the necessary statistics related to your business processes in one place.

Saphyte’s dashboard allows you to understand and track your progress, forecast your sales, estimate the success or loss of your campaigns and deals, and many more. When you’re looking for a good CRM to help you gain leverage with your email marketing game, then Saphyte is the best option for you. 

Furthermore, Saphyte’s pay-as-you-go monthly fee scheme allows you to stay within your budget. No set-up fees, no extra or hidden charges, free trial for a month, inclusive of a free demo, and a 24/7 customer support readily available in every subscription plan. 

Make an investment with a reliable CRM sales dashboard for your business today. We look forward to becoming your CRM partner. Contact us for a free demo or start your free trial now.