Really Simple Systems CRM Launches New Custom Charts Feature

Leading cloud CRM vendor, Really Simple Systems, has announced the launch of an exciting new enhancement to its software’s analytical features.

The new CRM Custom Charts feature allows users to create their own dashboard chart widgets, providing a snapshot of their performance in a visual analysis and pinpointing their key metrics. Customers can now create Custom Charts from a whole range of data in their CRM, such as team performance, sales targets, marketing analysis, client records, using both standard and custom data fields.

Saved and added to a personal CRM dashboard, Custom Charts give a high-level overview of business activity in real-time, keeping track of a variety of performance metrics.

Marketing Technology News: CDPs and Analytics Take CRM Lead Management Providers to New Heights

Really Simple Systems CEO, John Paterson, endorsed the development saying, “The new Custom Charts development comes as a direct response to customer feedback. They loved the standard dashboard widgets that we offered but wanted to edit the data sets to make them more relevant to their business. We’ve, therefore, taken things a step further letting customers create their own chart widgets using a simple chart builder. There’s a variety of formats available for the charts and almost no limit to what data can be used to create a chart.”

Custom Charts format options include pie charts, horizontal and vertical bar charts, line charts and gauges. Users can select data from all areas of the CRM and further filter their records to drilldown on what’s important to them. Charts can be saved to the different CRM dashboard for Sales, Marketing and Service, kept private or shared with colleagues.

Marketing Technology News: Tsū, the Social Media Platform that Hooked Millions, Set to Relaunch

Paterson continued, “We take great pride in responding to our customer feedback and this development has been a true collaboration with our users. We are already working on the next version of Custom Charts which takes onboard feedback from our beta testers. This will include multi-line chart options that will let users build charts that compare data across a number of variables.”

Marketing Technology News: Sinch Strengthens SaaS Offering with myElefant Acquisition

Brought to you by
For Sales, write to: contact@martechseries.com
Copyright © 2024 MarTech Series. All Rights Reserved.Privacy Policy
To repurpose or use any of the content or material on this and our sister sites, explicit written permission needs to be sought.