Dashtab

The Dashtab app visualizes and automates users’ Salesforce leads workflow to keep users’ team efficient and organized even when the consulting team isn't there to help. Visualize all of users leads prioritized in one Salesforce tab. View lead information, drag and drop across lead statuses, automated cadences, automated qualifiers, click to log an activity, and see real-time performance analytics for everyone on the team. Drag and Drop to easily change lead status, convert to opportunities, and disqualify leads with an easy drag and drop interface right inside of Salesforce. Real-Time Analytics by the app lets users get instant, actionable data: number of touches, time spent per rep on every lead, opportunity conversion metrics, and much more. With the apps Powerful Automation, users can set cadences and qualifiers for each lead automatically. Users can also easily check off qualifiers and watch the lead status update in real time. The apps’ leads are prioritized intelligently to let users know who to follow up with and when to do it. Dashtab sorts all of users’ leads intelligently, letting users guess less and qualify more.

Moreover, users can check off qualifiers to easily advance a lead through the pipeline. Leads automatically update as users verify qualifiers. Then users can just check the box and they are done! Sales reps waste almost 10% of their day logging activities in Salesforce. With Dashtab, easily click to log a call or email without ever leaving users’ workflow. No more clunky interfaces and waiting for multiple pages to load. Users can easily perform daily tasks in a simple, beautiful interface – all from inside of Salesforce. Managers, get an inside look at the sales team. With actionable analytics users can view performance, increase productivity, and identify problems.