Following on from our earlier post where we introduced the new sales report in Tactile CRM, the second new feature we released today is the summary stats feature.

This new feature has been added to organisations, people and opportunities and allows you to see at a glance the key facts about what you are looking at.

Organisations and People Stats

About to contact an organisation or person? Now you can see when they were last contacted, what there is in the sales pipeline and what your win rate and average time to close has been on previous opportunities/deals.

Opportunity Stats

We’ve also updated the stats and opportunity views so that you can easily update the pipeline stage on opportunities and see the opportunity/deal value, probability and expected close date/age.

These new stats are now available in Tactile CRM for users on paid plans. We hope you find it a useful addition to Tactile CRM and as always would value any feedback or suggestions you have that can make Tactile CRM even better.

There is a lot of valuable data in your CRM system and knowing what has happened is just as important as knowing what you have in your sales pipeline.

So we’re pleased to announce the new sales report we have released for Tactile CRM – it is designed to compliment the existing pipeline report and allows you to see a 30/60/90 day report of all you won opportunities/deals.

You can even choose which period you want to view the report for with the handy date picker, and as an admin you can view the report for all users, or choose those you are interested in:

The new report is now available from the ‘Reports’ menu in Tactile for users on paid plans. We hope you find it a useful addition to Tactile CRM and as always would value any feedback or suggestions you have that can make Tactile CRM even better.