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Review on Salesbeat Insights by Shane Black

Revainrating 5 out of 5

Insights help get better conversion rates

I've been able improve our CRM team's performance over time by making them aware not only through their dashboard but also having it right in front us so we're constantly looking at how things are progressing across sales channels! Would recommend for anyone who wants results day after reporting period ends (I'd be interested too!). The UI needs work though - need more customizability as well because when something is off even just slightly they have issues understanding why its wrong without asking. Also there shouldn't always require user input/login everytime if everything shows properly already or maybe auto refresh once saved would do? Its hard managing multiple teams' activity within single product area which all looks very similar visually unless an employee inputs changes manually before saving etc., hence this helps me see whats going forward throughout my department quickly since everyone has access now instead checking each other individually as usual way previously was needed!! Great solution solving common problems regarding customer journeys like finding leads via search query terms & I like that it's easy to use and gives me insight into which sales reps are doing well and which are struggling. It also lets me know who is not engaging with customers. I can't find any downsides! The only downside is that the insights are updated every second. This makes it hard for me to keep track of them all at once. But if you have a large team then this should be fine. It's great because it helps me understand the sales process more clearly, and allows me to make decisions quickly.

img 1 attached to Salesbeat Insights review by Shane Black



Pros
  • Easy to read visuals
  • Includes details about what stage your client journey may currently exist.
  • Providing data from past periods
Cons
  • Almost never