Level up with Analytics 2.0

By Emma Peterson. 

Improve your sales management with Ingage’s new program and analytic tools. 

In this episode of Roofing Road Trips®, Host Heidi J. Ellsworth meets up virtually with Cody Carnes, an account executive at Ingage, to talk about Ingage Analytics 2.0 and how it improves sales management and training. This program was released in August 2023 and introduces a new dashboard and report system for sessions, users and content. Cody elaborated, “These views and reports showed data for selected date ranges, users and teams when filtering criteria out.” They are designed to be simple and easy to navigate with additional filters to help contractors see the most relevant information to them.  

This information includes a brand new feature, which Cody explained, “The session home report is the top level view for sessions. The table will display up to 10 sessions per page and allows for page navigation controls.” These displays reveal data such as how long the session was, where and when it was and additional tags. Even included in this view are the presentations themselves! 

There are many benefits of this type of information, such as seeing where reps spent their time in meetings and why they may or may not have closed a deal. According to Cody, the tags allow you to “really dive in and say, what were the specifics around that actual interaction they had with that homeowner?” You can also bring up multiple presentations at once to see larger patterns and trends in successful situations and what might be causing problems for those struggling to close deals.  

All of this builds upon Ingage’s traditional tools that allow contractors to create interactive and more powerful presentations. Cody calls these analytics the “cherry on top,” saying: “When you're able just to dive in and really see why and how certain people are having success, why and how certain people aren't having success, you are able to refine your process as a whole.” 

Read the transcript or Listen to the podcast to learn about Ingage and their new analytic tools!