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What is Easy Insight?

Remove ambiguity from your data by employing integrated reports alongside intuitive dashboards that are simple to create. By consolidating information from various sources, you can establish a thorough and impactful overview of your organization. Inspire meaningful transformations directly from your tailored reports, which are easily updated as needed. Easy Insight allows you to refine your business strategies through data-driven insights. Connect your cloud-based applications to achieve unmatched transparency in areas such as inventory control, conversion rates, and project timelines. Gain actionable insights while turning your data into visually striking and user-friendly dashboards sourced from SaaS platforms like Basecamp, DEAR Systems, Katana, Xero, and many more. By integrating information across multiple departments, you can obtain a holistic view of your business, addressing everything from sales funnels and project advancements to financial indicators and stock levels. Create custom dashboards with various components including tables, charts, maps, and more to effectively tackle essential business intelligence questions and promote informed decision-making. This efficient approach not only simplifies the management of data but also equips teams to respond quickly based on insights derived from extensive analytics, ultimately driving organizational success forward. As your understanding of data deepens, you can continuously adapt and enhance your strategies in a rapidly changing business landscape.

What is Dear Lucy?

Having partnered with a variety of sales teams, we have developed a deep understanding of their needs. We extract vital sales metrics from systems such as Pipedrive, HubSpot, or Salesforce, and display them through engaging and intuitive dashboards. Furthermore, you have the option to add your own personalized data fields from your CRM, which enriches the standard metrics provided. Dear Lucy consolidates the metrics you choose into a single, easy-to-use interface that is regularly updated and readily available. Equipped with Dear Lucy’s goal engine, you can set adaptable sales objectives and monitor your progress as it happens. The tool assesses actual performance against these goals, utilizing red and green indicators to provide a clear visual representation of your status in relation to your targets. This capability enables a swift and efficient evaluation of your team's effectiveness. You can define goals for a variety of metrics such as sales activities, revenue, offer base, hit rate, and other customized metrics. Additionally, these objectives can be tailored to different levels, including company-wide, team-specific, individual sales representatives, or by pipeline, offering a holistic strategy for managing sales performance. In essence, Dear Lucy empowers teams to engage with their performance data in a meaningful way, promoting accountability and driving results.

Media

Media

Integrations Supported

Salesforce
Basecamp
ClickUp
Constant Contact
HubSpot CRM
HubSpot Customer Platform
Insightly
Mailchimp
Pipedrive
Quickbase
Redbooth
Smartsheet
Solve CRM
SurveyMonkey Enterprise
Teamwork CRM
Teamwork.com
Trello
WeStrive
Zendesk
Zoom Webinars

Integrations Supported

Salesforce
Basecamp
ClickUp
Constant Contact
HubSpot CRM
HubSpot Customer Platform
Insightly
Mailchimp
Pipedrive
Quickbase
Redbooth
Smartsheet
Solve CRM
SurveyMonkey Enterprise
Teamwork CRM
Teamwork.com
Trello
WeStrive
Zendesk
Zoom Webinars

API Availability

Has API

API Availability

Has API

Pricing Information

$50 per month
Free Trial Offered?
Free Version

Pricing Information

€149 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Easy Insight

Company Location

United States

Company Website

www.easy-insight.com

Company Facts

Organization Name

Dear Lucy

Date Founded

2014

Company Location

Finland

Company Website

www.dearlucy.co/features

Categories and Features

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Categories and Features

Sales Analytics

Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting

Sales Performance Management

Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

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