Champify Explorer and Team Reporting

A Salesforce-hosted experience that centralizes a rep’s leads and contacts. Its custom interface to allow for prospecting activities at the contact, lead and account level. AEs, AMs and SDRs should use this view as their main prospecting dashboard for all things Champify.

The weekly email alerts will direct users to this view and we recommend it is added as a tab to the Salesforce Navigation bar.

For descriptions and definitions, review this article.

Centralized reporting for managers and leaders to understand how their team is actioning and converting Champify leads and contacts. This module allows for isolation at the rep, team and company-wide level.

To map custom fields into the reporting module, leverage our field mapping section “AI/ML mapping” to input last activity date, ARR, sourced by and other relevant fields to improve accuracy of the data as needed.

For additional information, review this article.