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.

The UpShot Dashboard is available now at no additional charge. In October, the company plans to support Lotus Notes client integration as it targets larger companies, where Notes is more commonly found.

Users will be able to synchronize their Lotus Notes Address Book, Calendar and To-Do List with the Address Book, Calendar and To-Do List in UpShot with a single mouseclick, as well as associate any e-mail and attachment they send or receive with the appropriate UpShot account or contact.