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Mixmax Launches Automated Salesforce Reports to Generate and Close More Pipeline

Mixmax Insights enables revenue teams to boost performance with 30 pre-built sales engagement reports in Salesforce

Mixmax, the easiest-to-use sales engagement platform, unveiled Mixmax Insights, a Salesforce package that provides comprehensive, customizable reports on sales activity and performance. The solution helps revenue teams get up and running quickly with 30 Salesforce reports in three dashboards, installed with one click.

With Mixmax Insights, revenue managers can easily track progress toward sales targets, focus on open tasks, evaluate team performance, and analyze the impact of sales activities on revenue. The reports combine customers’ existing Salesforce data with sales engagement data from Mixmax, including sequence activities such as calls, emails, LinkedIn outreach and completed tasks.

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“We’re seeing more interest from revenue teams who are overpaying for sales engagement platforms and are looking to switch to a solution that is quick to deploy and that users love.”

“Mixmax Insights was a huge step up in figuring out how our salespeople are spending their time, setting targets to be sure everyone stays on task, and has given us greater transparency,” says Imani Bentham, Director of Membership Strategy, National Journal. “Having canned reports has really helped us speed up. We’ve saved bandwidth since there’s no manual reporting we have to pull together on our own.”

According to recent Salesforce research, sales reps spend less than 30% of their time actually selling. To address this, Mixmax’s Salesforce integration includes time-saving features that enhance rep productivity. These features include:

Fully customizable rules for automatic Salesforce updates, saving reps time on CRM updates.The ability to automatically create contacts and leads in Salesforce from email contacts.A Gmail sidebar that allows reps to look up and update Salesforce records without leaving their inbox.“At Mixmax, we take pride in getting our customers up and running in days and achieving quick time to value, rather than spending months on implementation,” says Olof Mathé, CEO & co-founder of Mixmax. “Mixmax Insights was built with that in mind, offering a Salesforce reporting package that customers can install and use on day one. Given the current economic headwinds, we’re seeing more interest from revenue teams who are overpaying for sales engagement platforms and are looking to switch to a solution that is quick to deploy and that users love.”

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