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We will be upgrading SalesClic tomorrow (Feb. 8th) from 18:00 to 19:00 CET. The solution won’t be available during this period.
This upgrade concerns both SalesClic for Salesforce and SalesClic standalone and is very much focused on sales analytics.
SalesClic for Salesforce and SalesClic standalone
- Keep your pipeline fresh: as described in an earlier article, red dots will signal opportunities whose close date has passed. We will add increasing intelligence to these red dots in the coming weeks and months.
- Improve your forecasts: we are adding a “forecasting box” in the right column of the pipeline page. For a given period, this box will summarize your quota, commit, actual sales and sales forecast based on multiple sales methodologies. The first such methodology proposed is the weighted pipeline. Other, more elaborate methodologies will come shortly.
SalesClic for Salesforce
- In-depth understanding of your sales process: we are bringing the calculation of historical closing probabilities, conversion rates and durations, as well as our “ideal pipeline”, to pipelines based on opportunity views. This is a very powerful way to understand your sales process in detail.
- Try SalesClic in a sandbox: SalesClic can now be installed in a Salesforce sandbox.
Don’t hesitate to contact us for feedback and support.