Maryna Plashenko NetHunt Team

149

NetHunt CRM Community Manager

NetHunt CRM has an integration with  Google Data Studio, which is a powerful tool for business reporting that allows you to track how healthy your business is. 

There are numerous sales graphs that you can build in Google Data Studio. One of them is the sales forecast. Follow the link to find a step-by-step guide on how to build a beautiful graph to visualize your sales prediction. 

https://help.nethunt.com/en/articles/4557225-sales-forecast-via-data-studio

If you’ve ever imported data or created new records manually in your CRM, you might have run into the problem of duplicates. NetHunt knows how to prevent it! 

Follow the steps below in our brief guideline and never have troubles with duplicate data. 

https://help.nethunt.com/en/articles/4198520-duplicate-prevention 

We are happy to help you! 🙂

Some CRM users are afraid of losing all the data attached to a manager who’s leaving. But in NetHunt you don’t need to worry your data will just slip away together with your ex-coworker. Having found a worthy candidate for this position, you want to add them to your workspace and make sure you’ve reassigned all of the deals, all the companies, everything in the database to a newcomer or to you in case you don’t know who to reassign it to. 

Here is a short video guide on how to replace a manager in your team

As your business grows, the customers' data is being updated, and some of those updates may happen outside your NetHunt CRM. 

Let’s say, your partners work in Google spreadsheets, while you have your customers database in NetHunt and you want to update it with the new clients' information that your partners have.

So how do you import this new data into already existing records?

Check out this article below! 

https://help.nethunt.com/en/articles/3684927-how-to-import-data-into-existing-records-and-update-them

Sales automation is proven to boost sales productivity by 14.5%. It saves you time and makes you money. You need it. Watch this video tutorial for the five most cutting edge automation tools that your B2B sales team needs.

Well-run organizations have one thing in common: they constantly measure and enhance ongoing performance of every employee. For you, as a manager, tracking sales team performance, evaluating team’s KPIs, is a key to streamlining sales processes and achieving goals. 

With NetHunt Reporting you can easily measure the overall team success. Here are two ways of how you can do it in no time:

• Using Team performance reporting
• Building a Sales pipeline report

In the Team Performance reporting you can track per user: Emails sent, Emails received, Email campaigns, Calendar events, Comments, Call logs, Files.

1.Go to the Reports section on the left sidebar and click “+” next to “User activity” to add your report.

2. Select the folder you need the stats from.

3.Choose the time period you want to compare activity with.

4. The first number means how effective your employee’s activity was during the first period and the second number - during the compared to period, along with the percentage of success. 

You can also check out the Average performance of your team and see the total amount of activities.

Another way to see the full picture of how your team is performing is to build a sales pipeline report.

1. Go to the Reports section and click on the "+" sign next to the PIPELINE section:

2. Fill in the data, choose the folders you want to see the reports from, stage field, won/ lost deals’ field, deals’ value field and select the Manager responsible for that deal.

3. All the performance measures are displayed.

4. You can set the periods you want to compare the sales performance by.

5. You may also customize your reports by adjusting: users to show, sort by (users, deals won/lost).

Only a few clicks and all the metrics are in your hands. That’s absolutely all you need to stay on top of your team achievements and losts. Being armed with this data, further you’ll base to enhance team performance. 💪

If you are not a one-man operation, and you’ve got your team using NetHunt as well,  here is how you can collaborate with them effectively using our tool.

Watch this sales pipeline video tutorial to find out what a sales pipeline is, what it looks like, and exactly how to build one.

While some sales managers still neglect sales forecasting, it’s a source of valuable insights and a compass of your future decisions. Let’s take a look at some sales prediction methods:

1. Estimate the probability level of closing a deal seeing your prospect in a particular pipeline stage. Use this formula: Expected revenue = Deal amount x Probability
2. Take a timeframe you need to forecast and assume your results will be equal to or greater than the previous ones.
3. Take the average length of the sales cycle to predict the closing of upcoming deals.

Check out this video on how to calculate a sales forecast, find out what are the pros and cons of each method and get to know how to forecast sales in NetHunt CRM quickly and easily! 

On a daily and weekly basis every entrepreneur needs to carry out all kinds of calculations. Whether you’re paying commission to your sales reps, or calculating an amount of a customer’s transaction considering a discount. Every time you need to spend your priceless time on repetitive tasks… but not anymore! NetHunt knows how to automate these processes, focusing your attention on the most important. 

Set up an automation in just a few steps. 

Case #1. You’re a salesperson, you have a deal and all the related information. You want NetHunt CRM to automatically calculate your commission for a closed deal.

Fill in the fields with all the details and get your commission automatically calculated:

1. go to your "Settings", click "Folder and field management" tab and switch to Fields section.

2. add fields: Total Price with "Number" type and Commission with "Percentage" type (you can customize both ones) 

3. add field Formula with "Numeric" type and insert the following: 

= field("Total Price $") * field("Commission %")

"Commission $" field will automatically calculate your commission. Easy!

Case#2. Let’s say you sell books and offer 20% discount on a bill if your lead buys 10 or more, so you want NetHunt to automatically calculate the total bill amount with 20% discount. 

Iterate first step of the previous case - go to your "Settings" and find corresponding folder to add following fields: 

1.In the Fields section add Quantity with "Number" type and Price per unit with "Currency" field type. 

2. Add 2 Formula fields with "Numeric" type and insert:

=field("Price per unit") * field("Quantity") 

and

=(field("Price per unit") * field("Quantity")) * 0.8 

Visit our article to get more detailed information about the automated calculation in NetHunt CRM.

https://help.nethunt.com/en/articles/3339507-how-to-use-formula-field