Clear Reporting and Planning, KPIs Under Control

Who is the solution for:

  • Sales


  • Do you spend hours a week processing spreadsheets with reports?
  • Are you waiting a long time to send documents from salesmen?
  • Are you bothered by a number of errors and inaccuracies due to multiple data rewrites between different systems?
  • Do you usually have a big difference between salesmen’s forecasts and actual performance?


  • An accurate view of current performance at any time on your mobile, tablet, or computer.
  • Saved hours that you can use for what you do best – managing and developing your sales team.
  • Up to 40% more accurate forecasting and, as a result, many times more efficient planning.
  • No more “surprises” of unfulfilled plans a few days before the end of the quarter.


Solution description:

  • Introductory workshops.
  • Project management.
  • Complete documentation.
  • Installation and basic system settings.
  • Permission settings.
  • Outlook integration.
  • Mobile application.
  • Preparation of 5 customer reports.
  • Preparing the board.
  • Data migration.
  • End-user training.
  • Reporting training and creation of forecasts.
  • Training of administrators.
  • Preparation of manuals and description of processes.
  • Operation support.

How long will it take?

  • 26 days