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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

ClickBase equips your team to enhance their decision-making capabilities. As challenges and opportunities arise with rapid frequency and often differ from those encountered in the past, the business intelligence provided by ClickBase prepares you to tackle whatever the market, your clientele, or economic shifts may present. With ClickBase, you can effortlessly conduct detailed comparisons of your sales performance, whether on a monthly or daily basis, while also analyzing various aspects of your operations. Gain insights into where your expenditures occur, who is responsible, and when they happen to ensure precise allocations in your monthly departmental reports. Monitor inventory levels, pending orders, and sales trends across individual sales representatives, specific regions, or by SKU, making it easy to pinpoint any discrepancies that might be affecting your financial reports. Notably, this version of ClickBase does not come with any preset reports, allowing you the flexibility to connect with any data source to generate personalized reports and engage in comprehensive data analysis. With its versatile capabilities, ClickBase not only simplifies data exploration but also empowers organizations to adapt dynamically to ever-changing market conditions.

Description

Insight for Sales Strategy seamlessly adjusts to the unique processes involved in finalizing sales for your organization's offerings. You can enter or import accounts from your existing contact management or CRM systems, enabling efficient tracking of each account's journey as it transitions from a lead to a prospect and finally to a completed sale. Moreover, you can easily prioritize multiple accounts to identify those with the highest likelihood of achieving sales success. The sales pipeline data can be exported into a spreadsheet compatible with Excel for further analysis. This tool enables you to assess each account thoroughly to gauge its chances of success. Beyond monitoring the status of accounts within the pipeline, sales representatives can assign a contract value to each prospect, which comprises individual product costs, while also noting the status of necessary reviews within the client's organization, such as financial and legal assessments, alongside an overall probability of closing the deal. This comprehensive approach ensures that sales teams can effectively manage their opportunities and focus on the most promising leads.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Aurum Yes 
Microsoft Excel No 

Integrations

Aurum No 
Microsoft Excel Yes 

Pricing Details

$9,000 one-time payment
Free Trial No 
Free Version No 

Pricing Details

$229.95 one-time payment
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Clickbase

Founded

1997

Country

United States

Website

www.clickbase.com

Vendor Details

Company Name

MBAWare

Founded

2014

Country

United States

Website

www.mbaware.com/product/insight-for-sales-strategy

Product Features

Business Intelligence

Ad Hoc Reports Yes 
Benchmarking Yes 
Budgeting & Forecasting Yes 
Dashboard Yes 
Data Analysis Yes 
Key Performance Indicators Yes 
Natural Language Generation (NLG) No 
Performance Metrics Yes 
Predictive Analytics Yes 
Profitability Analysis Yes 
Strategic Planning Yes 
Trend / Problem Indicators Yes 
Visual Analytics Yes 

Sales Analytics

Collaboration Tools No 
Dashboards No 
Forecasting Analytics No 
Ideal Customer Profile (ICP) No 
Lead Analytics No 
Pipeline Management No 
Predictive Forecasting No 
Predictive Lead Scoring No 
Sales Intelligence Reporting No 

Product Features

Sales Analytics

Collaboration Tools No 
Dashboards No 
Forecasting Analytics No 
Ideal Customer Profile (ICP) No 
Lead Analytics No 
Pipeline Management No 
Predictive Forecasting No 
Predictive Lead Scoring No 
Sales Intelligence Reporting No 

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