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Marketing AutomationPivotal CRM

SalesChief for Pivotal 6 CRM: Overview, Part 2

By July 24, 2013October 2nd, 2019No Comments

This week we’re continuing our overview of SalesChief for Pivotal 6 CRM users, a powerful business and data analysis tool that enables sales and marketing executives to access the functionality of QlikView in order to gain insight into performance, pipeline breakdown, marketing ROI, lead analysis, and more. Today’s post looks at just a sampling of features that make the interface intuitive, flexible, easy to use, and effective for users from the first time they log in.

As we mentioned in the post two weeks ago, SalesChief can be accessed directly from a dedicated tab within the Pivotal application, which has been directly embedded into Pivotal’s SmartClient framework. From there, users can select from four main tabs that cover Sales Performance, Opportunity Analysis, Marketing Effectiveness, and Lead Analysis.

SalesChief maintains a unified template for visual consistency in the user interface throughout the application and within all four primary tabs. For example, the Sales Performance tab in SalesChief automatically positions date dimensions across the top of the page, and aligns sales representatives and other dimensions vertically along the left margin. Opening the Opportunity Analysis, the user can see that additional dimensions are available. But in all cases, this template can be configured to reflect how users want to see data in order to best fit their unique use cases.

Pivotal SalesChief also uses a specific color scheme that visually guides the user into a better intuitive understanding of what they’re looking at. For example, green highlighting represents a selection (or multi-selection). For example, selecting a sales representative’s name highlights it in green, and that selection is also carried over to the top left-hand box on the screen. A green dot now also appears in any of the tabs in which there is applicable data related to the initial selection – in this case the sales representative’s name.

This ‘applicable data’ is highlighted in white. For example, looking at the sales rep’s data, white highlighting might show the months in which they had sales or the industries they sold into. Conversely, all of the elements that do not apply (in this case, months in which no sales were made or industries that were not been sold into) appear in grey highlighting.

Moving to the Opportunity Analysis tab from Sales Performance, the user will notice that the selections they just made in Sales Performance are automatically carried over. Users can selectively clear one or more individual sections within the tab, or they can affect a wholesale ‘clear’ using the button on the top menu bar to return to the original state, before any selections were made.

Users can also leverage forward and back buttons just as they would in a browser to access chronological selections, and can change display details on the fly using a simple toggle. For example, units of measure can be changed instantly from a dollar value to percentage breakdown. Similarly, the ‘fast change’ option allows the format of visual data representations to be adjusted on the fly – for example changing from a pie chart to a bar graph or block diagram.

These are just a few of the intuitive, flexible, user-friendly aspects inherent to SalesChief that make it useful to users from the moment they log in through Pivotal. It’s also important to remember that for every KPI in the software, there’s built-in ‘Export to Excel’ and print capability and that makes getting data out of the application as simple as one click. Tune in next week for details on insights SalesChief provides in a specific use case — a VP of Sales assessing and comparing the performance of sales team members.

For details on Pivotal CRM SalesChief, we invite you to contact Tokara’s VP of Business Development, Mark Fillingim, directly at +1 972-719-0213.