Sales forecasting is always an important but challenging activity. This is even more the case when the business is experiencing change.
Is your business currently dealing with any of these changes?
Merger and Acquisition
That’s the reality for many Global 500 firms who as a result are in a constant state of mergers and acquisitions.
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When reorganizing regions, creating new sales teams for new products, or changing leadership, preparing a confident sales forecast can be especially challenging.
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When companies are in a continual growth pattern, they often neglect to build strong practices around forecasting.
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Advanced Forecasting for Complex Organizations
Combine current pipeline details, historical analysis and behavior patterns to flag off track forecasts and suggest a plan B.
Auto-populate your forecast with a recommended mix of deals based on current and historical deal data.
Mine your CRM for normally hidden deal data to construct a full history of forecasts, even if you haven’t kept them.
Full Financial Forecast
Sales forecasts their next period, while Finance forecasts the next fiscal quarter and year. No need for dual forecasting systems.
Analytics to Hit Your Number This Quarter
Sales isn’t just about the figure– you need analytics to understand and build on their potential to identify areas of under-performance and improve sales effectiveness.
Why guess on ROI when you can know? Understand and evaluate the value you receive from campaigns to make sure they generate new business opportunities.
Cross-Sell & Upsell
To thrive and succeed in today’s competitive environment you need to understand your customers, analyze their next move, and make the right offering.
Win rate tells you the success rate of your sales team and is a basic measure of sales success, benchmark who’s performing above and below average.
Vortini Adds Value Beyond the Sales Organization
Vortini is a purpose-built sales forecasting application that delivers on the promise of more accurate forecasts. Vortini adds a layer of forecasting intelligence to top CRM platforms in a way that is natural to reps and execs alike.
Protect Your Salesforce Investment
There are often situations when the sales organization steps outside of Salesforce, whether it’s to run a forecast or compile a list of “must close” deals for the quarter. These are both done in spreadsheets and this diminishes the value of Salesforce.
Vortini is seamlessly integrated with Salesforce and provides a consistent and scalable collaborative sales forecasting solution that eliminates spreadsheets and takes the pain out of the forecasting process. Vortini manages the sales forecast as a corporate resource.