Roles
Enable Effective Management
Sales
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
Finance
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