A number of 'nice to have' configuration options allow you to get more from our 'out of the box' reporting. Each one of these configurations takes minutes and enhances the user experience, so we recommend doing them early in your implementation.
Top of Funnel Efficiency Reporting
Understanding the cost and effort it takes to generate an opportunity is essential to scaling revenue. Truly RPA creates a unified data model on the TrulyActivity object that allows you to track opportunity creation for both Lead and Account based motions.
To learn more, check out the article TOFU Reporting Configuration.
Coaching/QA Automation
Whether you have compliance requirements or strict sales process guidelines, it is important to be able to identify whether or not the expected behaviors are taking place in each call
To learn more, check out the articles and examples under Automatic Call Disclosure
Opportunity Management Automation