Atlas

The question only Atlas answers“What is happening in the operation?”

The CRM's executive cockpit: shows what is happening in the operation and takes the manager to the right pilot to handle each situation.

What it delivers

• Executive summary: the three points that need attention, with the specific case and the pilot who handles it
• The period against the previous one and what changed since yesterday
• Daily briefing that names the task and the deal, with a button to open it
• Ranking of wins and lead sources, for any period and pipeline, with conversion against the previous month
• Company goal: what was achieved, Pulso's weighted forecast, how much is missing and how many days are left in the month
• Goals per person, department or pipeline, for deals or SPAs, with attainment, pace, projection and dashboard
• Goal-based commissions: percentage, amount per sale, bonus, tiers and accelerator, combined
• Any question about the CRM in the chat, by text or audio: deals, leads, contacts, companies and tasks
• Comparison between people, pipelines and periods
• Creates tasks and projects with a checklist and updates CRM fields at management's request, always with confirmation

Chats in the Dashboard with Bitrix24 and Zoho One.