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What to Look for in a CRM Dashboard

News & Blog

Customer relationships are the heart and soul of any organization, whether for-profit or nonprofit. Customer Relationship Management (CRM) dashboards help drive home the reality of those relationships and bring visibility into what you need to do to improve your interactions. CRM dashboards come in many shapes and sizes, but they all share two key attributes: they help improve sales outcomes and unlock your team’s productivity.


The key to a successful dashboard is being able to organize it in a way that best fits your business’ needs. It’s not enough to purchase a sales CRM software.


CRM Dashboards


Companies use CRM dashboards to monitor sales, overall business opportunities, processes, and performance. They are relevant to businesses of any size or type, from the smallest start-up to an international enterprise. The visual representations of CRM dashboards enable viewers to quickly and easily get a snapshot of the KPIs and data that drive success


CRM dashboards to easily identify what’s going wrong and who’s responsible. Dashboards are customizable and they only show the data you ask for. They can be accessed by users from anywhere, regardless from their locations. Users get a look of KPIs that matters to the team.


Common Helpdesk CRM Dashboard Features


Visual Graphs and charts
People are visual learner. We take in so much visually-unappealing data that can no longer be separated from what actually matters. Charts and graphs helps break up the monotony of customer data, and they’re placed front and center in helpdesk CRM dashboard

Data Tracking
Helpdesk CRM dashboards all offer these kinds of data tracking because sometimes the numbers simply speak for themselves, in many cases, the data your business tracks can be customizable, which helps cater to your specific needs.

At this point it goes without saying that mobility is an absolute necessity. Customer inquiries and issues do not go away when you leave the office. Providers nowadays understand this and give businesses the ability to view their dashboards anywhere and on any mobile device. Customers appreciate immediate responses and mobility gives businesses that option.

Ticket Tracking
Customer support teams run almost entirely on tickets customers produce. Ticket dashboards. It helps businesses monitor how long it takes to reply to tickets, what the response time is, and which channel those tickets are coming from. Having those front and center is a good way to prioritize every issue customers bring to your business’ attention.

Helpdesk CRM software’s primary purpose is to make solving problems easier and quicker, so it makes sense for providers to include scheduling features on their dashboards. Businesses can see how much time each ticket has left before it’s too late and how many tickets there are in order to make SLA agreements more reasonable.                                                                                                                                             


The Final Word

Not every metric or data insight should be visible in your dashboard. Know what data is needed, and remove any reports that aren’t relevant. Whether you’re a sales manager or a sales rep, make sure everything is easily accessible. The point is to make your dashboard as personalized as possible so you have the right insights directly at your fingertips.

Knowing what to look for in a helpdesk CRM dashboard can make all the difference for your business if you’re struggling to reach your software’s fullest potential. Most features today offer businesses the ability to customize their dashboards to however they see fit.

Each solution comes with tons of features that can be found with any other helpdesk CRM solution, so it’s important to pay attention to the key features we listed earlier if you want to give your business’ support team the best tools for improving customer experience.

A helpdesk CRM dashboard is the foundation for how the software works, so it’s imperative to prioritize finding a solution that is built to or is powerful enough to adapt to your business’ needs. This is important because if your support team is given software that doesn’t make their jobs easier, they won’t be nearly as effective at handling problems as they arise.



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