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Sales Pipe Insight for Salesforce
Sales Pipe Insight for Salesforce is a sales pipeline management system, a board reporting tool, and a sales forecasting system wrapped up in a single, packaged, on-demand business intelligence application.
Sales Pipe Insight replaces speculation with science, taking detailed historical information about your company's sales performance and comparing it with all current sales opportunities to create a more accurate long-term projection of your sales pipeline. It then presents this in a concise and easily-interpreted format allowing you to see at-a-glance just how your business is performing, and more importantly, what action you need to take to improve sales effectiveness.
Innovative Business Intelligence Reports
Sales Pipe Insight uses Visual Insight's revolutionary Blue Chart™, Reality Chart™ and predictive analytics technology to provide clear, unambiguous sales information that your Board of Directors and your executive team can easily understand – and crucially – that you can trust.
Designed specifically for Board level use, the dashboard provides a complete picture of the current state of sales revenue versus plan; including analysis of trends, coverage, deal flow, slippage, win loss ratios, data quality, forecasting accuracy and sales process quality and most importantly a reality check on the forecast that is based purely on historical fact.
Sales Pipe Insight helps bridge the gap between sales and finance, and helps improve sales execution by:
- Driving the quality of the data in Salesforce
- Making sales forecasts more reliable
- Providing earlier insight into how reality is diverging from plan
- Providing an accurate understanding of which are the most important sales to focus on in the short term i.e. the most likely to close, the most profitable, the strategically important
Beyond the Board
Originally conceived to address the decision support requirements of the Board, we have worked with our customers to extend Sales Pipe Insight's breakthrough sales performance management, sales forecasting analysis and sales pipeline reporting capabilities to deliver insight and value to the entire sales organisation including individual sales reps. Individual and Team reports are available to all. And not only does Sales Pipe Insight improve data quality and reinforce best practices at the individual sales rep level, it also drives results.
Sales Pipe Insight reports are available on demand within Salesforce, and can be scheduled for automatic distribution via email. Reports comprise one or more of the following views:
- Pipeline (All Opportunities)
- Forecast (Subset of Opportunities based on Forecast Category)
- Dashboard
A Mature Approach
Based on a sales reporting methodology developed by Visual Insight's directors over the last 20 years, Sales Pipe Insight is a SaaS (software as a service) solution built on a predictive analytics engine that integrates with Salesforce.com.
If forecasting sales in your business seems hard, call Visual Insight today
