Answers for commonly asked questions.
Ambito's QBR Generator™ is a cutting-edge tool designed to simplify and automate the creation of Quarterly Business Reviews (QBRs). It helps business development representatives, account executives, sales leaders, customer success teams, partnerships managers, and others produce professional, branded reports quickly and efficiently, eliminating the manual effort traditionally associated with QBR preparation.
The QBR Generator seamlessly pulls real-time data from your CRM, allows for full customization of templates and branding, and standardizes the report creation process. You can also easily tailor your QBR templates with specific layouts, filters, custom text boxes, and reports.
Absolutely! The QBR Generator is scalable and can be customized to meet the needs of small sales teams, growing organizations, and large enterprises looking for a standardized approach to QBRs.
Ambito is not a CRM. While CRMs manage customer data across multiple departments, Ambito's QBR Generator is laser-focused on sales performance and extracting invaluable insights traditionally difficult to extract for presentation from CRM. It's designed to streamline the QBR process, deliver professional, data-driven reports, and save sales teams countless hours.
We offer comprehensive customer support including onboarding, training, and ongoing technical support to ensure that our clients maximize the benefits of our tool.
Yes! You can fully customize your QBR templates with Ambito. Add your company logo, colors, and design elements to maintain branding consistency, and select specific layout views, data filters, and text boxes to tailor the reports to your needs.
Data security is a top priority for us. We employ advanced security measures to protect your data, adhering to the highest standards of data protection and compliance with relevant privacy laws.
Our team continuously enhances the platform, rolling out regular updates to introduce new features, improve performance, and maintain the highest security standards.
We prioritize customer feedback to guide our development roadmap. The platform includes a dedicated feature request area, where users can submit ideas and suggestions. We review these regularly and strive to incorporate the most valuable features into future updates.
Absolutely! We encourage prospective users to see the platform in action. Request a demo directly on our website or by contacting our sales team.