Funnel Management

One of the greatest challenges faced by sales leaders is forecasting.

You can only properly forecast your team’s funnel when each individual reports to you correctly. Forecast poorly and the board will soon be on your back. What if you could get them off your back and then start to coach your people based upon real intelligence about their deals?

Sales Process Funnel provides sales managers with a simple, accurate and reliable forecasting tool.

Benefit from a highly visual window into exactly what is happening with the sales funnel of individual team members giving you detailed insights into just which opportunities should be pursued or further explored, and which should be dropped.

And because Sales Process Funnel is imbedded into your organisation’s CRM system data in real time, all your forecasting data is available to you from a single, reliable source. A great example of today’s fusion of sales automation and CRM.

Striving to See the Future

Organisations are always striving to better-see the future and to better-predict the trajectory of business in order to:

More accurately project forecasts to investors’ expectations
Improve cost structures by properly investing in production capacity
Have more consistent ways to measure progress
Make adjustments to close gaps in budgets
Better understand customer’s buying decisions (and to make the necessary improvements to meet customer demands.
Adjust coaching by managers for each sales person’s situation
Help sales people understand what management is measuring so they are better able to meet the demands of the business

Summary of benefits:

Assists sales managers to become more effective and accurate during funnel reviews
Higher levels of funnel scrutiny by sales management goes hand-in-hand with an increase in the accuracy of data supplied by sales people – visibility and scrutiny jointly drives new levels of responsibility
Allows salespeople to perform more successfully in their jobs by focusing them on those selling activities that bring the most business value to your organisation
Ensures the application of data analysis (analytics) to CRM in the most meaningful way
De-risks deals
Increases win rates

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