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Sales Intelligence
3 toolsLive Salesforce reporting for the WorkNest sales organisation. Pipeline health, forecast accuracy, owner performance, conversion rates, ACV trends and outbound vs inbound mix, all updated as deals move.
Country-level HubSpot reporting for the IMSM group. Pipeline progression, won/lost analysis, owner activity, meeting outcomes, ISO standard performance and integrated Feefo reviews across every IMSM territory.
Cyber resilience reporting for the WorkNest Secure team. Penetration test results, ISO 27001 control status, incident response metrics and customer security posture at a glance.
Operations
3 toolsCrowd-sourced data quality control. Sales reps flag bad records (wrong number, bounced email, mis-categorised account) and the triage team tracks resolution against the import batch the record came from.