Help & Support

Elevate Your Agents with AgentExchange Solutions

Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Visit Salesforce Help

Give Us Feedback

CSnow

CSnow: Accurate Revenue predictions in CRM environment.

Overview

A revolutionary revenue platform designed to help sales and finance teams get a comprehensive understanding of their business at a glance. Track, manage and optimize valuable business insights and achieve your business goals with ease.

See How CSnow Works

Quota Allocation: Set a quantifiable sales quota for every salesperson on your team. Make your goals quarterly or annually and measure your team's performance throughout the sales cycle.
Pipeline Management: Secure your future and never let a deal slip away with our strong pipeline management feature. Assign numbers to each deal so your team can focus on the right opportunity and maximize conversions.
Revenue Forecasting: Forecast and create multiple revenue estimates to track your team's performance. Track closed and churned deals and monitor deals that impact your revenue growth.
Revenue Management: Comprehensive revenue feature considers both closed and open deals in calculating Annual, Quarterly and Monthly revenue metrics to help measure org metrics like ARR (Also ACV), QRR and MRR.
Customer 360: Elevate your team's performance by assessing customer health. Metrics such as book of business, billings, and backlogs serve as indicators. Interfaces with Salesforce CPQ/Billing or ERP systems to retrieve accurate order and invoice data.

CSnow simplifies the Revenue Intelligence within the native Salesforce force.com platform. Sales, Revenue and Customer data securely exists within your own Organization, hence no need to expose it to outside or build any integrations with 3rd party applications. FORECASTnow builds the data model and essential metrics by using Role Hierarchy method to roll up key indicators and data points form individual rep to CRO level. Sales leaders can define the quota, the field can update forecast values and track the Sales performance against quota and forecast in one place. Finance leaders benefit from organization metrics like ACV, ARR, QRR and MRR at granual level from Org, territory, manager to sales rep. Customer360: Book of business and Billings and Backlog. The role hierarchy frame work helps to identify team performance against customer metrics. CSnow employs an advanced and customizable MEDDIPIC methodology as part of its Sales Qualification Framework. Your Sales Admin has the flexibility to add new questions or archive existing ones under MEDDIPIC. Additionally, they can set up weightage for each question to effectively qualify your opportunities.