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BigContacts Launches New Visual Pipeline & Activity Dashboard

At BigContacts, we’re constantly working to create a better user experience and offer more useful tools to our customers.  Today we’re excited to announce the release of a new dashboard.  This new dashboard contains two distinct views and offers a great deal of flexibly as to the team members and time-frame you can choose.

Visual Pipeline

Managing opportunities in your sales pipeline can be a daunting task, but we’ve changed that!  With our new Visual Pipeline, you gain total visibility into all your opportunities as you work them through your sales process.

The Visual Pipeline has been designed around a proven pipeline management methodology and delivers a simple visual representation of your sales process.  You can drag and drop opportunities to move them throughout the specific sales stages that you customize to match your sales process.  This new Pipeline view is so intuitive, yet effective, it can easily serve a single sales rep or an entire sales team.

With all the most important data about your opportunities visualized on a single screen, you’ll be able to quickly identify who deserves your attention and close more deals!

Activity Dashboard

The Activity Dashboard delivers great insights into the overall “pulse” of your business.  After you determine the team members and time-frame you want to see, this dashboard view will instantly begin to load 7 different activity-related data points.  On the left-hand side of the screen you will see an “Activity Timeline”.  The Timeline gives you a minute-by-minute accounting of all activity and interactions taking place with your prospects and customers for a given time-period.

In addition to this timeline, you can see all upcoming events and activity such as meetings, tasks & birthdays.  Finally, you will gain some quick insights into who your most active contacts are, who you’ve touched most recently, and a snapshot of the quantity and types of activities that have occurred during given time-frame.  The Activity Dashboard view will give you a clear picture of where the action is with your prospects and customers!

How You Can Access the NEW Dashboard

This new dashboard is available to all customers that currently subscribe to the BIGGEST plan.  This new dashboard replaces our “Classic” dashboard and can be found simply by clicking on the “Dashboard” tab within your BigContacts account.

If you have any questions about the new dashboard and would like to learn more about how you can get access to this great new addition to the BigContacts platform, please CONTACT US and one of our Customer Success Specialists will be happy to help.

Click here to get started with a FREE 30 day trial of BigContacts CRM. No credit card required.

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About the author

Meet Sarah Williams, a seasoned CRM expert with more than 10 years of hands-on experience in customer relationship management. Sarah simplifies complex CRM concepts, making them accessible to seasoned professionals and newcomers alike. She covers various topics, including best practices, real-world case studies, technology reviews, and innovative customer engagement strategies. Sarah actively engages with the CRM community, welcoming questions and discussions to provide valuable insights. Connect with Sarah Williams on LinkedIn to learn more about her expertise.