Answering the critical questions - objectively:
- Are we really on track to hit the quarter and year-end numbers?
- If not, why not?
- What action do we need to take?
- Reporting Access Board-level reports at the push of a button
- Decision Making Make informed decisions about cash planning, revenue forecasting and investment
- Sales Best Practices Encourage sales process best practice and identify data quality issues
- Trends Review historical trends and project sales up to two years ahead!
If you can answer those three questions easily and accurately, you will transform your business. And with Visual Insight you can, because we have a tried and trusted approach matured in the real world.Our software leverages decades of sales and board-level experience to provide a complete picture of the current state of revenue versus plan: analysis of trends, coverage, deal flow, slippage, win loss ratios, data quality, forecasting accuracy, sales process quality and most importantly, a reality check on the forecast that is based purely on historical fact.
Create Board reports in seconds, freeing your time to address the real business issues and enabling you to go to the Board with a pro-active plan that clearly demonstrates that you are in control. Sales Pipe Insight unlocks the value in your sales force automation system, allowing you to finally realise the full potential of the information within your business. You get improved productivity, more sales and more bonuses for the sales team, and reduced staff attrition.
Assess the performance of your team, and improve sales effectiveness, with immediate access to individual and group sales information, supported by historical trend analysis that allows you to check the accuracy of your own, and their forecasts. See possible shortfalls early - and identify data quality issues to enable you to increase sales productivity and results by promoting best practice throughout the business.
There is a fundamental flaw in the way the majority of sales force automation systems and sales tracking software systems operate. They only tell you where the sales exec thinks they are in the sales process, but do not highlight what has (or has not) been done in order to get there. As part of the setup process for Sales Pipe Insight, event-oriented milestones that measure progress in the particular market and sales environment of your company are determined, then tracked automatically. Visually summarised in The Blue Chart, this provides a much more granular view of the sales process for use by sales management and the individual sales exec, giving you visual insight you can act upon.
You know the old adage - once you can measure it, you can fix it. With a more granular view of the progress of each sales opportunity you can easily identify critical gaps in the sales process and take action to complete the missing steps, or prioritise your effort and focus your attention on the better qualified opportunities that you know you can win.
Start getting answers immediately. Sales Pipe Insight produces actionable insight straight out of the box !
















