Roles

Enable Effective Management

Most CRM Tools do not provide functionality that enable effective management of sales teams and sales forecast.

Common challenges include:

Adoption of CRM platform by Sales teams
Line Managers lack tools to analyze opportunity data to manage performance of sales teams
Management does not have access to trend data
Challenge to perform what-if and predictive analysis

Digitalized Delivery Planning tools from ForecastEra:

Provides pre-built dashboards for Sales Management to manage Sales Forecast
Dashboards and analytics provide a way for Sales Management to effectively manage sales teams
Able to explore trends by industry or product type to make sales investment decisions
Increase adaption of Salesforce by better analysis

Most CRM Tools do not provide functionality to load revenue targets and track revenue booked

Use Spreadsheets to forecast revenue and growth
Require manual work from Sales, Account Owners and Finance due to lack of integration between Sales and Finance Systems
Manual entries are prone to errors
Revenue Recognition treatments can be missed
Sales teams don’t have a view into products and services sold into an account

Digitalized Revenue Management tools from ForecastEra enables companies to:

Get real-time view into forecasts by integration of ERP and CRM systems
perform analytics to make real-time decisions for Quarter end/year end sales decisions
Lower the risk of inaccurate forecasting
adopt data analytics which can be used by delivery and product teams to predict future demand and product enhancements