Sales development dashboard

Although CRMs capture a lot of useful customer information, they often aren't designed in a way to streamline a sales development team's workflow. With Retool, you can build a sales development dashboard that makes it easy for reps to sift through leads and take actions like updating info, extending trials, and enriching lead information.

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Industry

Software as a Service

End users

Marketing and SalesOperations

Components

Components

Build from a handful of drag-and-drop components

Tabbed Container allow reps to toggle between lead info, account info, and bulk update information within a single application.

Table display leads, accounts, and opportunities, and relevant info in a table.

Text provide context about leads and accounts and label inputs like notes.

Text Input use a text input field as a search functionality.

Button trigger actions like enriching lead info, extending trials, or adding notes to records in your CRM.

Dropdown change the status of a lead, opportunity, or account with dropdown selections.

Data source

To explore and update account records, you'll need to connect to data sources like Salesforce, Stripe, and your data warehouse — all possible with Retool.