๐Ÿงฎ Trials overview

Your main board can help you to benefit from a great overview of your trial accounts.

Display the relevant information thanks to Columns management

You can 'Edit columns' in order to have the most relevant information directly in the main dashboard. Some attributes are specific to the Convert module such as the Customer Fit Score or the Product Adoption score.

Pre-made filters

Click on the pre-made filters you'd like to apply (Perfect match, Good match, ...).

Check the signals matched by your lead

Easily understand what signals are matched by your lead by placing your cursor on top of the 'Customer Fit Score' or 'Product Adoption score' directly on the main board.

360ยฐ view of specific leads

Salesmachine makes you benefit from a 360ยฐ view of your leads, to have more information on the Salesmachine 360ยฐ view.