Overview: This guide will help you generate Advanced Sales Insights reports in Skarbe, providing a deep analysis of your prospect interactions to enhance communication and close deals more effectively.
Steps:
Navigate to the Reports Section:
Click on "Reports" in the left-hand menu.
Initiate Report Generation:
Click on the "Generate report" button.
Fill in Report Details:
Enter a report name.
Select "Advanced Sales Insights" as the report template.
Add Sources:
Click "Add sources" to select relevant contacts, companies, or deals.
Generate the Report:
Click "Generate" to create the report.
Review the Report:
Review the report for key data points, narrative overview, objection analysis, and actionable recommendations.