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With an intuitive and simple B2B CRM interface, EngageBay lets you create reports, import/export contacts, carry out analysis, and perform segmentation of the target audience as precisely as required. You can further divide incoming contacts or leads amongst your sales team leads, marketing campaigns can be analyzed, and access permission to any deal or lead can be varied depending on its status or other parameters.
Dashboards in EngageBay's best small business b2b CRM are instant snapshots of the most crucial sales activities. Here, each sales agent can see the number of deals they’ve won, how many clients are yet to be invoiced, an agent’s rating in comparison with other sales team members, and so on.
Sales targets may be set directly inside EngageBay's B2B CRM software. This means that you can set corresponding goals for each of your sales agents, each pipeline, entire company, and then track their progress in real time. They can be set in two different ways - either as a number of deals that have to be won for a set period of time, or a minimum required sales volume.