Customizable CRM Dashboard for Sales Teams

Key Features of Your CRM Dashboard

Customizable Views

Tailor the CRM homepage to meet

your sales team's specific needs

User-Specific Data

Display only relevant data for each

team member using different criteria

Comprehensive Data Overview

Consolidate key data like Leads Summary, Pipeline & Sales Performance into one view

Empowered Adjustments

Enable real-time dashboard

adjustments for optimal efficiency

What Your Sales Team Will See Daily

Leads Summary

View and manage new leads, total leads,

untouched leads, and more. Adjust views to show

leads by source or status for better tracking

Deals Pipeline

Track deals through every stage. See total

deals, deal values, expected closing dates,

and identify idle deals

Activities and Tasks

Stay on top of upcoming tasks, overdue

tasks, and completed activities with

a clear task manager

Sales Performance

Monitor sales targets vs. actuals, closed

deal values, and win rates. Use performance

data to drive better results

Contacts and Accounts

Manage recently added contacts, updated accounts,

and top accounts by revenue. Never miss an

important account anniversary or deal renewal

Email and Communication

Keep track of recent emails, pending follow-ups,

and unread emails to maintain strong

communication with clients

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Why Choose Our Customizable CRM Dashboard

Boost Productivity

Eliminate irrelevant data to keep your

team focused on what matters.

Tailored Tools

Equip your sales team with the features

they need, customized to their roles.

Streamlined Operations

Simplify daily tasks with personalized,

user-specific views.

Enhanced Decision-Making

Gain valuable insights from comprehensive

data overviews

Promote Collaboration

Encourage teamwork and healthy

competition with shared dashboards

Flexible Adjustments

Allow real-time customization to adapt

to evolving sales strategies

Frequently Asked Questions

How do I customize the CRM dashboard for my sales team?

Customizing your CRM dashboard is simple. You can remove irrelevant components and add widgets that align with your team's specific needs. The drag-and-drop interface makes it easy to tailor the dashboard without technical expertise.

Can each sales team member have a personalized dashboard?

Yes, by using criteria like "Record Owner is Logged in User," each team member will see only data relevant to them. This ensures a personalized experience for everyone on the team.

What types of data can be displayed on the CRM dashboard?

The dashboard can display a wide range of data, including Leads Summary, Deals Pipeline, Sales Performance, Activities and Tasks, Contacts and Accounts, and Email Communications. You can also add custom reports and views.

How can I ensure my team members use the dashboard effectively?

We provide training to help your team make real-time adjustments to their dashboards. This empowers them to fine-tune their setup for maximum efficiency and relevance.

Is it possible to share dashboards across the sales team?

Absolutely. Once the dashboard is customized, it can be shared across the team, allowing everyone to benefit from the same insights and tools without recreating the setup for each user.

What are the main benefits of using a customizable CRM dashboard?

A customizable CRM dashboard boosts productivity by focusing on relevant data, empowers your team with tailored tools, simplifies daily operations, enhances decision-making with comprehensive insights, and fosters collaboration and competition.

Success Stories

Ajid B.

We have been working with Bickert Management to convert our operating systems to Zoho. They took time to understand our requirements so the setup would be done correctly to improve our operations and increase efficiency. Their approach is phenomenal as we enjoyed working with the team.

Sham

I posted a job on upwork, looking for a developer that could send data from Zoho CRM to an online training platform using their API. From the beginning I felt that Bickert Management had a good understanding of my request. Their developers are very nice, helpful and patient. I'm glad I went with Bickert and would absolutely use them again in the future.

Laura T.

Upwork connected me with Bickert Management to solve my CRM needs. Bickert's staff was so great to work with and so affordable. 5-Stars all the way, we are so much more productive in our CRM because of their training and custom reports. Thanks Michael and Kevin. Great Job!

Diana N.

After weeks of searching for the right person/business to help us with our project, we eventually found Bickert Management. We had an initial meeting to lay down the plan and timeline; and from beginning to end we had constant collaboration and communication on the project. We have worked with other businesses, but nobody as responsive and timely as Bickert Management. They met our timeline even after we requested last minute changes and we are already making plans for more projects to come.

Left Brain Pro

The Bickert team quickly understood our company's needs and created professional, customized templates for our emails, newsletters, and webinar auto-responder sequences. Their expertise with Zoho One and email marketing best practices was evident throughout the process.

Within a short timeframe, they delivered excellent templates that have streamlined our communications and automated our webinar responses. I highly recommend Bickert Management Inc. for any small business looking to leverage Zoho One and improve their email marketing and automation.