UpShot Adds Dashboard, Notes Integration
The hosted CRM services provider said move was in response to customer demand.Hosted CRM services provider UpShot Corp. announced today a new executive dashboard and Lotus Notes client integration, both features the Mountain View, Calif.-based company said its customers have been demanding. The UpShot Dashboard gives CEOs, sales VPs, and other executives a snapshot of sales forecasts by territory, their companys top 10 deals, a pipeline analysis, and sales activity by representative. Users can drill down to get more detailed information. The functionality is available online or offline.
Built using Microsoft Excel, the Dashboard is configurable. It requires Excel on the desktop for manipulation, though dashboards can be viewed with only a Web browser.