Maintain order and slice your tasks into different aspects. By category/company, by type, by state and by resource assigned. Eylean offers numerous axis to map your sales and marketing data.
Import data from office tools like Outlook or Excel. Access vital data from one tool. Keep everything in one place.
Analyze your metrics and evaluate your team. Discover bottlenecks in the process. Employ continous improvement.
Put tasks on separate rows and control the scope. Also, rows will allow to identify major differences between work items.
Drag and drop tasks to prioritize and change order. Save time instead of giving names "Important", "More important", "Most important", "Most most important"
Assign categories to tasks. This will enable filtering in board and reports. You will be able to view only selected catagories, thus keeping board simple.
Push or pull items through states to define progress and provide feedback to your team mates. Choose predefined template or create your own board and states.
Bring your e-mails to Eylean. Import them from your Outlook through Eylean outlook explorer or simply drag and drop them straight to the board.
Have something defined in Excel, want them to be included as tasks? Import and export your data to .csv format. It can also server as an integration point to many of tools.
Evaluate your stream. Discover what is your output through timeline. Make changes according to diagram.
Find out how much time you need to close the deal from idea to money received. Also, check how long it takes to develop agreement and sign it.
As a manager evaluate your team's performance. Identify workload and be aware of progress by particular team members. Eylean dashboard gives quick insights on the things that matter the most.