Before working with BuddyCRM, we had years of third-party sales data coming in from partners across the U.S., but no effective way to consolidate it or make sense of the bigger picture. That all changed when we implemented their Business Intelligence tool.
Now, we can easily track where our products are being sold, by state, by company, and even down to the end user, all through a fully interactive, visual dashboard. The ability to filter and drill into the data with dynamic graphs and charts has saved us countless hours and given us insights we simply didn’t have before.
This has been a huge success for us, transforming how we understand our sales pipeline and helping us spot trends across years of data that were previously buried in spreadsheets.
A big thanks to Adam Hannath and Jamie Duddy for their support throughout. The team at BuddyCRM really understood what we needed and delivered a solution that works brilliantly for our business.