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Fluid Edge Themes

OPTIMIZE YOUR SALESFORCE CRM TO SOLVE YOUR HARDEST PROBLEMS

CHALLENGES FACED BY ORGANIZATIONS

One of your sales team’s biggest challenges is forecasting revenue – especially since you likely have a range of prospects at different stages of your funnel, at any given time.

Part of the trouble is estimating which leads are most likely to become customers. There may be a large variance in the size of your opportunities and the likelihood of closing each one.

Since there’s no guaranteed way to predict success or forecast sales perfectly, organizations use a variety of techniques:

A weighted pipeline approach or

Establish sales pipeline metrics on parameters like –

    1. Opportunity win ratio
    2. Total number of leads and opportunities
    3. Response time
    4. Close ratio
    5. Deal fall-out by phase, etc.

As all these methods provide only a certain level of insights, they fail to analyze individual opportunities on their own merits. Every prospect is different, every situation is unique, each individual stakeholder has his/her own personality, and hence every opportunity is in a different state of maturity.

Why Salesforce Optimizer Is The Answer

Salesforce Optimizer address above mentioned challenges with a unique combination of domain expertise, Salesforce knowledge and a pre-built solution framework called ‘Metric.’

The Metric framework makes implementation quick, and requires no coding.

It brings in automation, ease of use and gives valuable and actionable insights to Salespeople to do their job better.

The AI is natively built-in and provides analytics around deal maturity, relationship strengths and influence scores.

It also has machine learning capabilities to adopt and learn as your organization grows.

You can also consolidate various ISV packages you are using currently, which reduces spending.

A Glimpse Of The Product

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