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CRM Unleashed - Automatic Forecasting
 

Forecasting is only as accurate as the source of information, and relying on multiple versions of spreadsheets to determine a "single version of the truth" is time-consuming and inaccurate.

Stop relying on guesswork during your executive meetings—be confident of your numbers and forecast with precision with CRM Unleashed.

Opportunity-Level Forecasting

Asking a salesperson to forecast one amount for his or her entire pipeline is usually a stretch and winds up generating an inaccurate pipeline. With CRM Unleashed, your reps can forecast and commit to revenue on a deal-by-deal basis.

Sales Staff and Managers Can Forecast Each Opportunity

Ensure accuracy by involving your managers in the forecast process. With CRM Unleashed, your reps and managers can forecast each opportunity, offering a tighter relationship between prediction and actual close. By requiring managers to commit to individual deal forecasts, reps and managers will have quality conversations about pipeline deals and you'll get a more accurate forecast.

Automatic Consolidation

Rep and manager forecasts are automatically Consolidated into an overall forecast, offering a complete picture of all the opportunities your sales organization is pursuing. Leveraging real-time data, forecasting is streamlined and more accurate, eliminating the traditional manual consolidation of spreadsheets.

 
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