New functionalities in SalesClic for Salesforce and SalesClic standalone

We will be upgrading SalesClic next Thursday (Sept. 29th) from 18:00 to 19:00 CET. The solution

won’t be available during that period.

The upgrade will add both to our Salesforce module and standalone solution.

Salesforce module

  • A reality check for closing probabilities : as in SalesClic standalone, the headingsof pipeline stages will include the historical (real) closing probability of the correspondingopportunities.
  • A « population pyramid » for the pipeline : the sidebar of the SalesClic pipelinewill show a small graph summarizing the pipeline (amount per stage). This is one of the last steps towards the implementation of the “ideal pipeline” forecasting methodology in SalesClic forSalesforce.

SalesClic standalone

Three significant developments here.

  • The “population pyramid” described above.
  • Improved measurement of sales efficiency, with the calculation of historical, “real”conversion rates from one pipeline stage to another. This information will appear in the headings of pipelinestages.
  • Easier inputs in the opportunity card, with the ability to change and save eachsection of the card independently.

Don’t hesitate to contact us for feedback and support.

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