We at Numerik are dedicated to enhancing your experience with our platform, and we're excited to announce that customer dashboards are now available on the desktop version of Numerik. Gone are the days of toggling between mobile and desktop interfaces to access crucial customer information. With this update, you can seamlessly view customer internal details, posts/tasks, and other pertinent information whether you're on your desktop or mobile device.
Accessing Customer Dashboards:
To access customer dashboards on Numerik's desktop version, simply click on the newly introduced dashboard icon next to the customer names on the desktop scorecards leaderboard.
Features:
Clicking on the customer dashboard icon will seamlessly transition you to the desktop version of Customer Dashboards, where you'll find all the information available on the mobile version. This includes key numbers, comparative analysis, product swing information.
You can also Quick insights, latest activity and sales information along with your favourite Customer view toggle now available on desktop.
Additionally, we've linked your access to Customer Goalcards and To-do list via the customer dashboard on the desktop version of Numerik.
You can now access all posts, create new notes/tasks, or identify opportunities for a customer directly from the desktop interface.
Accessing and updating all the vital information before, during and after a customer interaction has never been this easy! To read about different features of customer dashboard in detail please click here.
Empowering Your Sales Journey
Numerik's Customer Dashboards redefine efficiency in sales analytics. By providing a seamless experience to access crucial customer information, this feature becomes your ally in every interaction. Whether you're preparing for a call, analyzing performance, or setting future goals, Customer Dashboards empower you to make informed decisions in real-time.
Ready to elevate your sales strategy? Unlock the precision and insight offered by Numerik's Desktop & Mobile Customer Dashboards. Book a demo session today and witness firsthand how this feature can transform the way you approach customer relationships.