Data and Sales Forecasting Highlights
HANDLE MONTHLY/QUARTERLY TARGETS
|Managers spend less time trying to find out what’s going on with deals and focus more on “what’s changed,” opportunity risks, and closing deals.
Output: Increase revenue by 20-40%*
CEO's CAN TAKE BETTER DECISIONS
|By leveraging real-time data from their entire field sales team, sales ops can now intelligently manage their resources to ensure the team is reaching their sales targets with minimal surprises. Sales executives can finally confidently commit to forecasts that match up to the CFO’s financial outlook.
Output: Decrease Risk Rate by 90%*
Sales Forecasting from Toolyt SFA enables companies to deliver accurate forecasts and increase win rates through actionable insight into their sales pipeline. With data flowing continuously in from Salesforce (or other systems), sales executives spend less time trying to find out what’s going on with deals and focus more on “what’s changed,” opportunity risks, and closing deals.Toolyt Forecast Multiple Reports
- Leads Overview - Show top 5 products, team, leads, customers, location in Realtime by Quarter
- Customer Overview - Show top 5 products, team, leads, customers, location in Realtime by Quarter
- Leads Piepleine - See Realtime data by Source, by team members, by Industry etc.
- Customer Pipeline - See Realtime data by Source, by team members, by Industry etc.
- Sales Reports
- Customer Reports
- Expense Reports - Spent by month, spent by team, spent by purpose and other claim reports
- Visits/audits Report - Frequency of visits and other Audit Reports
- Jobs Reports - Activities in realtime, by team etc.
The built-in modeling engine allows sales teams to simulate “what if” scenarios and model deals across stages including base, upside, and downside. Sales leaders have the insights they need at their fingertips, with no more need to chase down the “commits.”
Sales operations can dynamically generate forecasts that are highly configured to their specific business situation in the quarter. Operations teams can perform top-down and deal-based aggregates and monitor trending on the fly.
- Gain granular insights and drive pipeline velocity
- Model and generate accurate forecasts on the fly
- Empower sales ops and drive sales rep productivity