Custom Marketing Reports

Create personalized reports that give you the specific information you are looking for, based on parameters that are important to your business.

Use this feature to:
  • Pinpoint top marketing campaigns
  • Examine what your sales force is doing
  • Follow up on any missed leads
  • Review a specific set of conversations
  • Analyze relationships between various sets of data
Tip:

Create custom reports for your department leaders and then setup the reports to be automatically delivered every morning.