Sales professionals select an icon representing how they know or suspect monthly revenue will come in, and make quick and easy editing by clicking/dragging columns to easily change individual months as necessary.
Generate Monte Carlo simulations on all or some of the opportunity pipeline to create statistically sound financial projections and increase confidence in your sales forecasts.
Use now with Salesforce.com and soon with other CRM systems to effortlessly streamline your sales pipeline management and improve efficiency, including monthly, product-level bar graphs.
Always have access to detailed, monthly sales forecasts for the entire pipeline, or just a subset of opportunities. Accurate information – in real time – when you need it most for bosses, banks, shareholders, and other stakeholders.
Collaborative review or development of your sales process. Clear and meaningful definitions of stages in the funnel. Funnel customized by Industry and tuned to corporate culture.
With a clear sales process in place, implement that process to move opportunities in the right direction – OR KILL THEM – but always know where you stand and what must happen next. Who does What by When.
SalesWIP fractional CXOs provide businesses with on point, extensive experience as interim corporate leaders dedicated to help teams succeed in the longer term… after the fractional engagement is complete. Check out the deep bench of talent and reach out directly.
Focus on the right stuff! Clear funnels and effective pipeline management only matter when they support the company’s priorities. SalesWIP consulting begins by understanding those corporate priorities and aligning all activity with those priorities.