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Forecasting and Pipeline Management - Revenue Intelligence platform Revenue Grid

Stop revenue leaks with revenue intelligence - Revenue Forecasting

Overview

Identify and stop revenue leaks ✅ Pipeline visibility ✅ Deal insights ✅ Relationship intelligence ✅ Sales forecasting ✅ Revenue Signals ✅ Team analytics

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  • GET COMPLETE VISIBILITY INTO YOUR REVENUE CYCLE ✅ Spot gaps in your pipeline at any stage ✅ Discover deals at risk or stalled deals ✅ Determine next best action to move deals forward

  • EXTRACT INSIGHT FROM YOUR SALESFORCE DATA WITH REVENUE SIGNALS ✅ Visualize your reps’ engagement across the sales cycle ✅ Get data-driven insights each step of the deal ✅ Guide your sales team at each part of your sales process with Revenue Signals

  • BUILD SIGNALS FOR AT EACH STAGE OF SALES PROCESS TO WIN FASTER ✅ Guide reps with automated nudges at each sales step ✅ Automate playbooks execution at scale ✅ Help your team win faster

Revenue Grid revolutionizes Revenue Intelligence, providing superior visibility into the entire revenue cycle so each member of your sales team can immediately take the right actions to achieve their quota. Pipeline Inspection Gain absolute pipeline visibility and know where you stand on each of your deals and spot deals at risk immediately Deal Guidance Use algorithmic Guided Selling to identify deals at risk with the help of AI-scoring and notifications. Relationship Intelligence Map out relationships and connections between people involved in a deal and identify the key decision-makers who move deal forward. Revenue Signals Guide your sales team with AI-based prompts and recommendations about the next best steps on each specific deal. Signals Builder Build contextual Signals for any step of your sales process. Signals Feed Analyze your unified sales data to catch instances where the manager’s involvement is critical to progress a deal or coach the team. Team Analytics Streamline and focus your coaching initiatives by correlating the effort each member of your sales team makes to their win rates.

Categories

Business Needs
Sales Intelligence
Sales Methodologies
Email & Calendar Sync
Industries
Financial Services
High Tech
Professional Services
Personas
Data Analyst
Executive
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package
Lightning App Builder
Salesforce Mobile

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