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Transforming Sale Productivity by Seeing Business Velocity

Salesforce Sales Cloud has been widely deployed but the vast amount of data can obscure urgent needs.

Salesforce Sales Cloud was originally designed as sales productivity application that  has evolved as a vast repository of sales data. The mass amounts of data being collected in real time is creating a information glut that can tend to obscure what is needed now.

Management and Sales professionals are relying more and more on the data to plan and execute their day. This is great butcritical sales information is not always immediately visible.  Worse yet, information entered, is too often into the wrong place, so access and understanding of critical data is extremely challenging. The end result is often poor sales productivity,  inaccurate sales analysis and wrong decision making. Without good information and timely intelligence on how opportunities move in the sales process, many deals at risk are missed in time to take a remedial action. Most analyses are done too late, at a post-mortem phase, typically during Quarterly Business Reviews (QBRs), and when millions of dollars have already been lost.  

Sales productivity is a daily challenge

Sales productivity is a challenge that sales professionals face every single day. For many professionals, one of the top goals of the day is to quickly determine the opportunities they need to work on each day. The key word being “quickly” because valuable time in the day is spent navigating through Salesforce Sales Cloud and figuring out where each deal stands at the current time. There is no doubt that critical time is wasted where professionals are not able to identify and move on key opportunities.

It is also not uncommon to see that the average sales professional is responsible for hundreds of opportunities in various stages of the process at any time. In addition to that, today’s sales profesional are working in teams with multiple points of contact in the client, and multiple points of contact in the sales team, all working different aspects of the opportunity. If all the information updates  are not identified in a timely fashion, it is very possible to make catastrophic decisions.

From challenges to unlimited sales productivity

Have you ever wished your Salesforce console had an intelligent sales dashboard that shows all opportunities, amounts, stage history, and the time at stage. Provided at a glance, a view of all the details of activities within opportunities in the sale timeline that update in real time. Uses simple touch select to access all the details or change opportunity stages. A view that shows you opportunities speeding up, slowing or moving at a predictable pace giving you true insight to the opportunities DealVelocity.

Without good information and timely intelligence on how opportunities move in the sales process, many deals at risk are missed in time to take a remedial action. Most analyses are done too late, at a post-mortem phase, typically during Quarterly Business Reviews (QBRs), and when millions of dollars have already been lost.  

DealVelocityTM and Salesforce Sales Cloud: Changing the game with a real time view of the business

DealVelocity is a real time, sales analytics engine that makes traditional sales reports obsolete. DealVelocity’s  advanced visualization, the Real-Time Business Review (RTBR) console, provides a comprehensive view of the entire sales process, activities and events. It instantly shows the current status of a sales opportunity providing information about the “speed of the deal” (time spent in all the deal stages), the “quality of the deal” (propensity to close), the players, and other critical sales indicators. Sales organizations will be able to flag “At Risk” sales opportunities in real time and before it is too late.