Sales Analysis: why it is important

Sales Analysis: why it is important

Running a business without data is like taking a trip without GPS. You can do it, but you will probably take “wrong paths”, losing business opportunities!

Differences between Sales and Marketing

Differences between Sales and Marketing

The main difference between sales and marketing is that sales focus on working directly with potential customers to get them to buy, while marketing focuses on generating interest in your company and products.

How Frank manages his team

Team of 5 people in the main office and 3 in a branch in Spain, as well as 4 people who carry out complementary activities. 12 in total.

Moving a deal across departments

One of the features that is often sought in CRM is the possibility to move the deal through the departments, so that it can be taken over by a different person according to the stage in which it was moved. This operation is possible with Onpipeline.

Workflows and Pipeline usage

What many do not know is that pipelines can be adopted to manage other workflows within the company such as the stages of a “project” or the status of documents such as invoices.

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Privacy & Security

The security of your data is core to our processes and everything we do.

Data Encryption

We support the latest protocols to encrypt data in transit and at rest. This is one reason that we drop support for older browsers. In this context TLS is the new industry standard based on Secure Sockets Layer (SSL) and we use TLS 1.2. We obtained a A+ Overall Rating (which is the maximum).

CRM Data Access

All data is stored into your own account so that you have full control of it and we don’t share your data with anybody else.

Our team do not have access to login to your account. On rare occasions, it may be that we can better assist in investigating a problem you are having if we can access some part of your data. We would always ask your permission before taking this action and the process requires authorization internally.

Backup and Availability

Focus strives to maintain an uptime of 99.9%, and we use several services to monitor uptime and site availability. In case of downtime or emergency, our team receives real-time notifications. Our systems automatically replicate your data across multiple locations in real-time to maximize availability. Data is also constantly backed up to ensure we can restore access to your data. Our monitoring alerts us to any trouble and we have staff to quickly resolve unexpected incidents.

Data Retention

We have an active data retention policy in accordance with applicable laws. If clients decide to leave us, all their CRM data will be permanently deleted after 30 days.

Account Lockdown

To protect your account from people trying to log in, users that enter a wrong password too many times will be locked. This is something we manage on our systems and there is nothing you have to do.

2-Factor Authentication (2FA)

2FA can keep bad guys out, even if they have your password. With 2FA we add and extra level of protection. Each time you login with your id and password we will generate a unique (one-time) verification code that you will receive in your email inbox. You may disable this feature from your account settings (not recommended).

Data Center

Onpipeline data is hosted on Amazon Web Services (AWS), a global leader in Infrastructure as a Service. Amazon take physical and network security seriously. Physical access is strictly controlled both at the perimeter and at building ingress points by professional security staff, video surveillance, intrusion detection systems, and other electronic means – https://aws.amazon.com/security/