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DataHub

Actions

Keep the next actions that move sales forward visible.

Capture and organise the activities and follow-ups required across prospects, deals and customer accounts.

Explore Actions → Explore DataHub

Included with every Salespuzzle package

Why use Actions?

Know what happens next

Keep follow-ups and actions visible.

Reduce dropped balls

Lower the risk of important activity being forgotten.

Connect activity to context

Link actions to companies, contacts and deals.

Improve focus

Help users prioritise what needs attention.

Support accountability

Make agreed actions easier to track.

Potential impact

How many follow-ups are slipping?

See how many follow-ups your open opportunities need, and how many are currently slipping.

—Follow-ups to manage per year
—Missed or late per year
—Opportunities affected
—Pipeline value affected
How this is worked out

Open opportunities multiplied by the follow-ups each needs per month, over a year. The share you miss or send late gives the number slipping, and the opportunities those sit against are valued at your average deal value.

Every figure here is worked out from the numbers you entered, which are your own assumptions rather than measurements we have taken. It is an illustration to think with, not a forecast, and not a result Salespuzzle guarantees.

The starting figures are a common SME starting point, not a benchmark we are claiming. Change every one of them to your own.

Explore Actions →

Where Actions fits

Activity layer in DataHub; supports day-to-day work shown through SalesPulse.

DataHub Keep your commercial data connected in one place. Pipeline See the opportunities moving through your pipeline. Accounts Keep the companies you sell to and serve connected. Contacts Keep the people behind every opportunity connected. Deals Keep every active opportunity connected to the intelligence around it.
Actions Keep the next actions that move sales forward visible.
Track

Included with every Salespuzzle package

Actions works alongside DataHub, Pipeline, Accounts, Contacts and Deals.

  • Cancel any time
  • UK hosted, GDPR compliant
  • Onboarding and support included
Explore DataHub → Compare all plans

Want to see Actions in action?

Try the interactive demo and see how Actions works alongside the rest of DataHub.

Explore Actions → No sign up. No sales call.