Groopit replaces the chaos of ad-hoc data collection
Sales leaders rely on information from the frontline and are constantly gathering data. One-on-ones. Meetings. Emails. Texts. Surveys. Spreadsheets. The result: ad-hoc data collection chaos. Data is everywhere and nowhere. This problem exists because CRMs aren't designed to collect ad-hoc data and there hasn't been an effective workflow --- until Groopit.
HOW IT WORKS
Groopit for Sales Leaders is the ultimate way to get, share, and use data from your sales team
Get precisely the right data
Create a Groopit Action whenever you want to gather data that's not in a CRM. You'll define the specific data within each action - location, photos, text, tags, numbers, responses - any data, at any time. It's so fast and flexible, you'll start getting information before you finish that cup of coffee.
Focus everyone on your top priority
Actions don't last forever. They come and go as your priorities change, allowing you to keep everyone focused on what’s important right now. Create Actions from scratch or choose from templates designed for Sales Leaders.
Three taps to turn anecdotes into quantitative data
Actions are designed to capture data in three taps or less than one minute. It's easier than ordering an Uber. And, since it's so fast, frontline sellers capture data in real-time, yielding high-quality and quantitative data instantly.
Empower everyone involved
Groopit shares a lightweight feed of data so everyone is in-the-know. You and your sales team will learn together, comment, coach, problem-solve, and see how everyone is contributing to the bigger picture.
Access and integrate data
Groopit’s advanced data controls makes it easy for sales leaders to download data into a spreadsheet or integrate data into existing enterprise systems like Salesforce, HubSpot, and Tableau.
"With Groopit, I'm able to keep a real-time pulse on our key sales initiative, know who is following through, and slash meetings in half."
Julie B., Vice President of Sales
Fortune 500 Company, Financial Industry
Get started today
Meet with a crowdsolving expert to learn more, see a custom demo, or just get started.
CRM systems are not designed to collect ad-hoc data. Instead, they track data that is known to be important - accounts & opportunities - consistently, over a long period of time. The data is consistently tracked because it's used to perform routine business processes like forecasting. Ad-hoc data is exactly the opposite. It’s the data leaders need that is unexpected and unpredictable; they data they need with a moments notice and don't need to track forever. CRMs are intentionally set-up to not provide that level of flexibility; to not allow any leader to alter the types of data collected.
Can data be added to our CRM?
Yes, data can be added to Salesforce, HubSpot, SugarCRM, and others. For example, if team members use Groopit to report Wins, Groopit can automatically add that data to a CRM. Everyone involved knows about wins immediately and it's recorded in CRM.