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Sales and Business Development | Sales Leadership | B2B Expert | Driving Revenue Growth & Strategic Partnerships in Tech Industry

Think before you speak. Read before you think. Report before you read. Learn your customer needs and speak up to them through efficient and easy-to-make reports in ActivePlatform.

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Unlock Data-Driven Insights with reports in ActivePlatform: download lists of various entities (customer accounts, subscriptions, orders, payments, products, plans, etc.) in two popular formats: • 𝗠𝗶𝗰𝗿𝗼𝘀𝗼𝗳𝘁 𝗘𝘅𝗰𝗲𝗹 (.𝘅𝗹𝘀𝘅): Perfect for advanced analysis and customization. • 𝗖𝗼𝗺𝗺𝗮-𝗦𝗲𝗽𝗮𝗿𝗮𝘁𝗲𝗱 𝗩𝗮𝗹𝘂𝗲𝘀 (.𝗰𝘀𝘃): Universally compatible for easy sharing. The exported list arrives straight in your inbox and is ready for further action. The export feature goes beyond basic reporting. Here are some strong use cases: • 𝗦𝗮𝗹𝗲𝘀 𝗣𝗶𝗽𝗲𝗹𝗶𝗻𝗲 𝗔𝗻𝗮𝗹𝘆𝘀𝗶𝘀: Export a list of customer accounts with their subscriptions and identify upselling opportunities. • 𝗖𝗼𝗺𝗺𝗶𝘀𝘀𝗶𝗼𝗻 𝗧𝗿𝗮𝗰𝗸𝗶𝗻𝗴: Easily track sales rep performance by exporting orders and payments tied to each rep. • 𝗦𝘂𝗯𝘀𝗰𝗿𝗶𝗽𝘁𝗶𝗼𝗻 𝗙𝗼𝗿𝗲𝗰𝗮𝘀𝘁𝗶𝗻𝗴: Export subscription renewal dates and predict future revenue streams. • 𝗖𝘂𝘀𝘁𝗼𝗺𝗲𝗿 𝗢𝗻𝗯𝗼𝗮𝗿𝗱𝗶𝗻𝗴: Share product and plan details with new customers in a clear, downloadable format. • 𝗖𝗼𝗺𝗽𝗹𝗶𝗮𝗻𝗰𝗲 𝗥𝗲𝗽𝗼𝗿𝘁𝗶𝗻𝗴: Generate audit trails by exporting order details and payment information. The Benefits are Clear: • 𝗦𝗮𝘃𝗲 𝗧𝗶𝗺𝗲: Ditch manual data extraction and focus on strategic tasks. • 𝗗𝗮𝘁𝗮-𝗗𝗿𝗶𝘃𝗲𝗻 𝗗𝗲𝗰𝗶𝘀𝗶𝗼𝗻𝘀: Make informed choices backed by concrete information. • 𝗜𝗺𝗽𝗿𝗼𝘃𝗲𝗱 𝗖𝗼𝗹𝗹𝗮𝗯𝗼𝗿𝗮𝘁𝗶𝗼𝗻: Share valuable insights with colleagues seamlessly. • 𝗘𝗻𝗵𝗮𝗻𝗰𝗲𝗱 𝗘𝗳𝗳𝗶𝗰𝗶𝗲𝗻𝗰𝘆: Streamline workflows and boost team productivity. Book a demo ➡️ https://lnkd.in/g7-W4k45 #cloud #reports #ActivePlatform

  • Unlock Data-Driven Insights with reports in ActivePlatform

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