By measuring all levels of engagement that your sales team has with your target market at every stage of your business, you have the ability drive the results from the top of the pipeline all the way to closed customers and long-term retention. It can also improve visibility into sales capacity by linking historical sales productivity with workforce planning.
In a subscription-based business, change is inevitable and is taking place everyday. Customers are adding subscriptions, cancelling services and everything in between. But what does that mean for the people that manage those changes? Understanding and managing your workforce is core to implementing and accommodating change.
Growth businesses start compiling the historical data required to more accurately project productivity and the capacity of account managers and other support staff to deal with growth spikes.
As businesses change, goals change and managing the people that manage those changes is complex. Maturing businesses have the historical data required to project productivity fairly accurately to improve visibility across the organization.
Providing organizations with a solution that supports the end to end sales performance life cycle; automating processes for the Offices of Sales, HR and Finance.
Leverage a library of pre-built sales and incentive compensation-related forms, reports and dashboards.
Create new forms, reports and dashboards in a drag-and-drop manner in Excel.
Filter Drill Down Data Capabilities
Include transaction, calculated and summary level data into forms, reports and dashboards.
Secure Permission Integration
Manage access to forms and reports, and the underlying data, based on integrated security management.
Web and Mobile Access
Access forms, reports and dashboards over the web, via any browser, tablet or mobile device.
PDF & Excel Exporting
Export reports to Excel and PDF or print reports directly from the web.
Auto Email Distribution
Package groups of reports and distribute them via email automatically.
Conduct what-if calculations based on forecast and pipeline data.
Prior Period Adjustments
Manage open and closed periods to automatically handle prior period adjustments.