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Publisher full description

The Sales plugin helps you work more effectively as a sales person or account director, keeping you focused on what's important and taking simple tasks off your plate. You'll find skills to help with meeting preparation and follow-up, forecasting and account preparation, and more. To get the most from this plugin, you should have CRM access enabled, but it will also be valuable if you have meeting transcripts, internal messaging, e…

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…, join tables and create a report with KPIs and filters. • A clearer view of your business. Analyse sales, customer renewals, campaign performance or operational data. Compare segments and investigate changes. • Repeatable data preparation. Clean, blend, reshape, aggregate and validate data using visual ETL workflows you can reuse. • Advanced analytics. Build workflows using Omniscope’s available forecasting, clustering, statistical and machine learning blocks. • Explanations for unexpected results. Trace a field to its source, inspect transformations and compare block outputs to investigate m… …in with your Omniscope account using OAuth. Contact support@visokio.com to request enablement. The plugin does not support purchases.