Sales Forecasting & Pipeline Management

Get complete visibility into your pipeline and drive accurate sales forecasts.

Increase Forecast Accuracy

Get an objective opinion on your subjective sales forecasts. Our risk adjusted forecasts tell you where your business is going to come from and where it’s not.

  • Risk adjusted sales forecasts
  • Predictive sales forecasting
  • Real-time opportunity data
  • Built-in sales maturity model
  • Deal risk meter
  • Rep and manager forecast roll-up
Sales Forecasting
Forecasting Pipeline

Instant Pipeline Visibility & Projections

Our AI identifies challenges with each rep’s pipeline coverage, and gives suggestions on when to generate new pipeline, increase pipeline velocity and more.

  • Pipeline risk meter
  • AI-enhanced pipeline projections

Determine Pipeline Risk

Automatically identify and record all buyers engaged around an opportunity. Quickly identify supporters and detractors around deals, and coach reps to ensure they are engaging with the right relationships at the right time.

  • AI-based sentiment analysis
  • AI-based relationship plan
  • Contact auto creation & Opportunity association
Opportunity Contact Roles - Relationship Plan
Forecasting Pipeline Indexes

Get Faster Insights and Answers

Get the complete picture without having to build complex Salesforce reports. Go from high level summaries to Rep or account level insights in seconds.

  • Forecast summaries
  • Activity by rep reports
  • Win rate reports
  • Cycle time reports

Better Data for Better Visibility

Capture all interactions between sellers and buyers without requiring Reps to remember to tag emails or interact with any App.

  • Email, meeting, call, SMS, activity tracking
  • Contact auto creation & Opportunity association
  • Fill in custom CRM opportunity fields
Dynamics Activity History CRM
Salesforce Activity History CRM gives us an easy way to visualize forecast and pipeline health. Excellent tool for providing insights that keep things from falling through the cracks, and highlight where proper attention is not being given.