Help setting up Podio/ Dashboards for sales and marketing area of business
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- Proposals: 0
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- #1013630
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Description
Experience Level: Intermediate
General information for the business: National consumer site offering comparison on car servcing and MOT's
Kind of development: Customization of existing program
Description of every module: Running Podio for a team of 25 and want to move to the next level as have just built in house. Understand work flows, set up sales dash boards for constant reporting/ Working on sales journeys and meetings
Description of requirements/functionality: As much as we understand what we are after, we are hoping someone can look as a whole on how we can improve the current work flows. We have a field sales team which are currently using podio and adding sales, the problem we have is not having the right information back to the business to give us a understanding of where we are against target in a simple dashboard. We have the basic Plecto function and use globiflow. Its now about bringing all the information together to have clear vision through all departments
OS requirements: Windows
Extra notes:
Kind of development: Customization of existing program
Description of every module: Running Podio for a team of 25 and want to move to the next level as have just built in house. Understand work flows, set up sales dash boards for constant reporting/ Working on sales journeys and meetings
Description of requirements/functionality: As much as we understand what we are after, we are hoping someone can look as a whole on how we can improve the current work flows. We have a field sales team which are currently using podio and adding sales, the problem we have is not having the right information back to the business to give us a understanding of where we are against target in a simple dashboard. We have the basic Plecto function and use globiflow. Its now about bringing all the information together to have clear vision through all departments
OS requirements: Windows
Extra notes:
Karen P.
100% (28)Projects Completed
40
Freelancers worked with
24
Projects awarded
32%
Last project
28 Jun 2022
United Kingdom
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