OSF Launches Picklist INSIGHTS, a New Record-Tracking App for Salesforce CRM

The app provides visibility on business process performance

Québec City, Canada – October 29, 2020 – OSF Digital has announced the release of its new app for Salesforce CRM, Picklist INSIGHTS.

Picklist INSIGHTS tracks the records in the Salesforce CRM and generates reports based on the picklist values to deliver insights into the lifecycle of business processes. The app, which can be used by multiple teams, provides access to data analytics for each CRM record and enables users to build charts for better visualization of different data points about each record.

With Picklist INSIGHTS, Salesforce Admins as well as sales, marketing, customer support and other teams working with Salesforce CRM can instantly access dashboards, visualize bottlenecks in their processes, view performance and activity reports, improve the accuracy of forecasts, and take timely action when issues arise. Apart from providing accurate, business-critical data, Picklist INSIGHTS helps teams see not only what works but also what hampers the completion of a sales cycle, a marketing funnel or a support ticket. Users can learn exactly what needs to be fixed to achieve better outcomes.

“Becoming data-driven is a hallmark of the ongoing digital transformation in organizations. Here at OSF Digital, we see companies increasingly adopting a data-driven mindset, and we aim to provide them with the best toolsets for accelerating the speed of innovation. We built Picklist INSIGHTS in a bid to help businesses leverage data to maximize their performance,” says Cornelia Dragomirescu, Multi-Cloud Director, EMEA, for OSF Digital.