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Thursday, 11 September 2014

Realizing the relevance of sales projection in CRM

9/11/2014 03:48:00 pm

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It is believed that an accurate sort of sales prediction is essential for the management of business. But the sales prediction in CRM, allows the users give a real time view of the complete team’s forecast, which comprises in-line prediction adjustments and also the override visibility offered to the complete management hierarchy. Also, a view is offered into your team’s opportunities along with the ability to customize the prediction to fit into every business.

CRM ensures an accurate view of the complete prediction with the real time adjustments 

Are you worried how a rep may perform above or below their predicted amount? It is possible to apply the judgment to the predicted amounts at the rep, period and summary level. It is also possible to take a close look into the details about the past adjustments that the company and the sales team have made, leaving out the underlying opportunity data in place.

Taking a close look at your performance as compared to the plan 

The prediction screen displays quota and quota attainment along with the prediction numbers. By keeping a track of the net quota attainment for the complete month, the prediction period or in every prediction category, it is easier than ever to know where to stress irrespective of the position.

Making use of the automatic prediction for gaining visibility instantly 

Bag a full view of your team’s prediction along with details into every opportunity, when a prediction is being decided upon. It helps developing the forecasting hierarchy in real time, offering instant visibility with the progress in opportunities.

Model your prediction that fits in business model within few clicks 

Making use of the standard prediction categories such as pipeline, closed or makes changes so that they can fit into your organization’s prediction stages. It is also possible to review your prediction on revenue, product families or also the opportunity splits. It also becomes possible to tweak the prediction view on the basis of the revenue, quantity or any sort of custom prediction type is defined.

Hence, it is believed that the sales projection via CRM is an essential step towards strengthening of operation and increasing of profitability of any company.

The article is also available at http://www.basearticles.com/Article/16328/Realizing-the-relevance-of-sales-projection-in-CRM.html

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