Vortini is an analytics solution for sales forecasting and business insight. Vortini is directly integrated to the CRM and delivers a disciplined, intuitive process to sales forecasting and analytics for complex organizations.
An accurate and actionable forecast is created by combining the sales pipeline and predictive analytics with insight from the sales organization. The Smart Suggested Forecast uses machine learning and sales history to auto-populate the forecast with a recommended set of deals, and the Early Warning System combines current pipeline, historical analysis and behavioral patterns to flag off track forecasts so management can take early action.
Analytics to Hit Your Number This Quarter
You want your sales team to win at every stage of the customer’s buying process, but there are disparities in effectiveness in all organizations. Sales effectiveness analytics help to identify areas of under- and over- performance so everyone can learn from the best and improve performance.
All organizations need different analytics to track processes and effectiveness. Vortini has a store of custom analytics for organizations to choose from, and customize their dashboard based on what is most essential to them. Choose from analytics such as upsell and cross-sell, win-rate, campaign effectiveness and much more.
“Vortini gives sales ops, sales leaders and sales people at large, complex organizations, a cradle to grave view of the forecast throughout the quarter or period. It can keep you from missing your forecast, giving you key business analytics along the way.”
Nancy Nardin, Smart Selling Tools
Advanced Forecasting to Set the Right Path for the Future
Smart Suggested Forecast
Machine learning applied to historical data creates a Smart Suggested Forecast. Save time by at least half with an auto-populated forecast with information from current opportunities and historical data.
Easily rollup forecasts with the click of a button for individual teams, and geographically dispersed teams. Eliminate spreadsheets, manual aggregation and manual coordination.
The Tools You Need to Measure Forecast Deliverability and Credibility
Can We Deliver It?
Forecasting is an evidence-based process, and you need to understand whether the forecast will actually be delivered. Use deliverability metrics to understand the current forecast with reference to benchmarked historical performance.
Are We Delivering It?
What happens after you submit the number? From that point on, the big question is whether you are going to hit it. Track a cradle to grave view of the forecast throughout the quarter or period to keep you from missing the forecast.