Sales Forecasting

Sales forecasting is not accurate.

Sales forecasting is heavily reliant on accurate and timely information and sales reps do not always enter this key data into Salesforce.

Dashboards & Reports are not helping.

You probably have dashboard and reports along with sending weekly email reminders. Keep it simple in Salesforce for sales to manage tasks.

Sales results are being effected.

The effects of inaccurate sales forecasting can lead to targets not being achieved. If prevented early this can help reduce further risks.

How can Trigerz help?

Trigerz helps sales reps stay on top of their opportunities by using insights that lead to actions, these are aligned to your sale process and sales stages to help create accurate forecasting along with understanding the winning beahviours within your teams to replicate success.

Notification That Drive Actions

  • Manage sales stages for accurate forecasting
  • Build sale cadences for teams to easily follow up
  • Mitigate opportunity risks

Simple notification and task lists help teams drive best practice or focus on activities that product the greatest results. Sales people tend to focus on tasks and activities they feel most comfortable with. Customise these easily to raise the bar each time the team begin to perform

Trigerz Salesforce Task Lists

Salesforce Chatter Just Became Intuitive

  • Actions for reps to follow up
  • Celebrate success and share win stories
  • Provide automated coaching on opportunities

Celebrate success on wins to replicate success and highlight risks to prompt actions. Chatter is a powerful tool when you add a coaching framework behind it so users can quickly understand how to review deals or remove risks. 

Sales Coaching,

Record Health Status

  • Drive record behaviours that improve visibility
  • Improve data integrity
  • Highlight records at risk with RAG status

Data integrity is the heart of all accurate reporting, set the rules on what matters most. Helping teams keep records clean along with focusing their attention on what can help close opportunities faster or reduce account churn.

Salesforce, Health Status, Record

Reporting On Behaviours in Salesforce

  • Repeat success within teams
  • Remove ambiguity on training requirements
  • Find 5% performance increase to drive 70% more revenue

Removing the ambiguity on what drives sales performance, with each behaviours being assign a score this provides clear visibility in where improvements are required or where the business can repeat success.

What our customers say..

Interested in pricing?

Ready to improve sales forecasting?

Have questions? We’re here to help

Live chat

Close Menu