Using standard object data of Salesforce, probability of opportunities arising from leads and that opportunity being won will be predicted.
Move away from past activities that relied on experience and hunch. By clarifying the leads and transaction opportunities that are to be prioritized regardless of the sales experiences and skills, you can standardize (or raise) the levels of activities of your sales personnel and greatly reduce unnecessary customer calls.
Too much time would be wasted if you make telephone calls to make appointments on every lead obtained. By predicting probability of opportunities arising from the leads you have, you can make clear which leads should be given prioritized sales efforts, thereby improving your appointment rate.
Too much time would be wasted if every opportunities are given the same sales efforts. By visualizing which opportunity have higher probability of winning, you can now make it clear which opportunities should be given priority.
The factors that greatly contribute to winning opportunities are made clear. Likewise, the factors have adverse effects are also made clear.
As a result, each opportunity will be properly evaluated, and appropriate sales guidance would be given.
You can standardize the levels of the activities of your sales team and reduce unnecessary customer calls regardless of their experiences and skills, leading to greatly enhanced sales effectiveness. As a result, a good sales pipeline would be formed, and the accuracy of sales forecast will be improved.
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Probability of opportunities arising from leads will be given to each lead. By clarifying which leads should be prioritized, you can standardize the level of activities of your sales team regardless of their experiences and skills and reduce unnecessary customer calls.
You can visualize which factors give strong influence to opportunities arising from leads. Quantitative representation will help the sales representatives to share common decision-making standards and will also help to standardize their skill levels.
If opportunities are managed in phases, total opportunity values, number of opportunities and average value per opportunity can be visualized.
Winning rate is given to every opportunities. By clarifying which opportunity should be given priority in your sales activities, you can standardize the sales activities and reduce unnecessary sales activities.
You can visualize which factors give strong influence to winning opportunities. Quantitative representation will help the sales representatives to share common decision-making standards and standardize their skill levels.
Three graphs are shown for the annual sales report-actual won opportunity value to date, projected won value and predicted value. Projected value is self-reported by sales staff, predicted value is calculated by bodais.
You can compare the number of opportunities owned and the winning rate per sales staff, and see who the star performer is.