Am I going to get a real pipeline? I have evaluated other tools without much success.
The very reason we give access to all your staff in all the plans, is to ensure that each one manages their pipeline and you as admin gets full view and control.
I know that KPI indicators are only as good as the data input, how can you help me achieve this?
Clean Data is the headache of any manager who is looking to get good KPI measurements and forecasts. The biggest factor that improves data quality is when the sales staff know what is achieved from the data they input. We have done two things to achieve this.
1) Good sales people are incredibly competitive, we have used some gamification techniques to ensure that sales staff gets motivated to keep the data clean.
2) Throughout each step, we show how to ensure each KPI measurement can be improved by what and how you can do in Highrise.
If I mark a deal as won or lost in the pipeline will it reflect in Highrise?
Yes, we do not want to do things here and there again and again :) you can do it either in Highrise or in pipeline, it works seamlessly.
So even if your initial data is a bit flawed you will have plenty of time to get it up to speed using these tools and the 15 day free trial. We will be glad to help you in any aspects of the reporting system via our customer support.