Pipeline Reporting Done Right
MoData is the ultimate pipeline reporting addition to your CRM. View and share hundreds of beautifully visual reports ready right out of the box across any time period. Compare lead sources and sales reps side by side and align everyone on one single source of truth available live from anywhere. Send and share reports with one click and customize your favorite dashboards. Create your free account in minutes and turn sales reporting into the best part of your workday.
Your dashboard automatically refresh , every minute, every hour or every a day. You'll never miss a beat. We pull data automatically from your CRM & Sales Enablement Systems, so you don't do any extra work to get access to world-class insights. We pull data from your Email System too!
Automate Salesforce, Dynamics and Hubspot reporting, with 100s of pre-built sales reports. Out-of-the-box sales reports include data from CRM as well as sales enablement systems like Outreach.io, PersistIQ etc & lead nurturing systems like Marketo and Eloqua. Replace static monthly sales reporting templates with web / mobile based easy to use sales reports for your whole team.
Automated Alerts. System watches the dashboard so you don't have to. Automated alerts arrive via email as and when your attentions is required. You don't even have to choose the recipients because the system figures it out.
We track every change in your CRM, Lead Nurturing and Sales Enablement systems. Unlike sales reporting and forecasting template which leave in dark about how you got to your current numbers, we tell you exactly what changed between any two time periods i.e. weeks, months, quarters or even years. This data is critical to track your funnel progression trends and pipeline changes
100s of out of box sales reports available on top of combined data from CRM (Salesforce, Microsoft Dynamics, Hubspot among others), Lead Nurturing & Sales Enablement systems. Every report is customizable to include unlimited number of filters, metrics & visualizations. Our on-boarding team works with you to ensure your reports meet your organizational needs
Shared data improves collaboration and changes behavior. With MoData everybody can rally around same set of updated reports available 24/7 via channel of your choice including web, mobile, email and slack. With unlimited logins, your entire team can now access state-of-art reports. Sophisticated permissions ensures sensitive data is protected.
When you sign up for MoData our implementation and customer success teams get into action. Be it MS Dynamic,Salesforce or Hubspot reporting these experts understand CRM capabilities very well. With deep expertise in sales operations these professional seek to develop thorough understanding of your sales process to ensure that implementation satisfies your needs. We frequently share industry best practices and benchmarking information with our customers as well
Put reps in position to crush their number every quarter by helping them focus on the right deals, and giving them time back to sell.
Give sales managers instant insight into rep activity and the true state of deals, so limited 1:1 time can be spent on key opportunities.
Transform the way forecasting is done and leverage AI to more accurately predict sales revenue..