Look who just blew the lid off CRM reporting.
Do these struggles sound familiar?
You know the data is there…it’s just too hard to get to.
You’re told, “Creating that report will take a month.”
You need developers to write even “simple” KPI reports.
You’re hitting resource limits on fields and triggers.
OPDOTS GIVES YOU
POINT-N-CLICK REPORTING POWER
No more report template restriction — access any piece of CRM data in any report
Powerful field functions and field macros not available in SOQL or current reports and dashboards
Developer-level power to any point-and-click admin or analyst looking to unlock hidden data
Reports once considered hard or impossible are now super-easy!
ENHANCED LIST VIEWS
With OpDots, you can pull your hidden CRM data points into your list screens. For example, Opportunities can include such data points as: Number of Close Date Changes (Pushes), $ Amount Change, Days Since Last Activity, Days Until Next Task and much more.
In the far left column you get our signature feature (colored OpDots) that give you an quick, detailed view into each Opportunity/Lead/Case in your list.
INTERACTIVE CRM PLAYBOOK
Gain Realtime Visibility
Other data visualization tools pull the data out of your CRM before slipping it into a pretty package and presenting it back in the form of pretty graphs and charts. The trouble with that approach is that you’re forced to make business decisions based on stale information.
OpDots is different. Our built-in data visualization tool is designed as a interactive productivity console that presents the data in real-time.
Expose Bad Data
OpDots finds and highlights the mistakes, omissions and inconsistencies in your CRM data — helping you to restore accuracy and faith in your pipeline.
Within seconds of installing OpDots, clients can see the garbage in their CRM and begin to clean it up.
Set Up Alerts
Because OpDots’ is able to bring together data from multiple data systems (CRM, ERP, Excel, etc.), it serves as a vital data link and warning system between your key business units.
Link Sales to Supply Chain — Supply Chain to Sales — Marketing to Sales — Customer Service to Sales — Sales to Customer Service — Customer Success to Sales — the list goes on.
Your KPIs jump off the screen.
Team members are automatically ranked based on any criteria you establish.
Customer Service teams love OpDots for how it reduces the time it takes to prioritize tickets and close cases. On average, productivity goes up 25% and agents save 45-75 minutes each day.
Sales managers love OpDots for how it pushes and helps reps to work the right opportunities at the right time. Sales teams on OpDots have seen time-to-close decrease dramatically.
NEW & IMPROVED DASHBOARDS
You get more than a dozen new Opportunity dashboards that show otherwise hidden sales data — giving you a completely new, eye-opening view of what’s happening in the pipeline.
OpDots integrates with any CRM, ERP, Teradata, and any commercial or homegrown API-based data system. Our key CRM partnerships include:
As an OEM partner of Salesforce.com, OpDots is licensed to develop and sell apps to address specific business requirements on a customer’s existing Salesforce CRM setup.
Leverages Salesforce.com security
Maintains your Salesforce.com hierarchy
Salesforce record updates appear within OpDots in real time
Winner, Salesforce.com Mobile App of the Month
As a member of Oracle’s Partner Network, OpDots is licensed to develop and sell applications to address specific business requirements on a customer’s existing Cloud setup.
Oracle PartnerNetwork member
Leverages Oracle Cloud security
Uncomplicated IT approval
Maintains your Oracle Cloud hierarchy
Oracle record updates appear within OpDots in real-time
MS Dynamics CRM
Leverages MS Dynamics security
Uncomplicated IT approval
Maintains your MS Dynamics CRM hierarchy
CRM record updates appear within OpDots in real-time