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Drive sales by recapturing lost opportunities

Zero in on all of your missed opportunities. In addition to finding and targeting your best prospects, Quote also helps ensure effective follow-up via the Sales and Usage Report. This report breaks down the data you need to know in regards to sales, conversions and outreach attempts, so you can train and manage your team more effectively.

Diving into the data

Accessing the Sales and Usage Report is easy, and from there, you can readily track all missed opportunities. Your data will automatically show as you click on the tab, but if you’d like to see more specifics in a certain area, select the option you’d like to view from the navigation bar highlighted in red, and your new data will populate.

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Having the customers’ names and information, including who they were contacted by and how, allows you to effectively retarget them so you can still capture the sale. This is a huge opportunity for your business and a great resource for gaining more profit. 

For more information on Quote’s reporting capabilities or to schedule a demonstration, reach out to AutoLoop today.