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Dashboard

Generate presentation ready QBRs, reports and dashboards. Includes progress to goal, growth forecasts, average sales cycle and ACV, and lead source analysis.

Artificial Intelligence-Based Insights

Includes predictive insights and forecasted on artificial intelligence rather than purely historical data.

Intelligent Alerts and Notifications

Includes notifications across a range of channels including in-platform (tray notification), SMS and email customized to trigger in specific circumstances.

Predictive Sales Forecasting

Includes the ability to project sales/revenue over a specified period of time, using a combination of historical performance and/or external signals.

Pipeline Planning

Determine how much pipeline is necessary to meet revenue targets, specifically, understand if there is sufficient pipeline coverage for a given quarter.

Data Ingestion and Interoperability

Includes bidirectional connections with external sources of data i.e. CRM Systems and Marketing Automation Tools, to improve the breadth of contact information.

Visual Pipeline Monitoring

Includes customizable visualizations of the sales pipeline for monitoring pipeline health, risk, quality and goal progression.

Predictive Time-Series Reporting & Analytics

Includes time-series analytics on critical sales metrics, including forecasts, pipeline, activity, and quota attainment.

Collaboration

Includes ability to view, share and direct work between co-workers in real or near real-time.

Territory Analytics and Management

Includes the ability to analyze capacity and allocate resources for targeting key segments in a given territory or market.

Ease of Customization

Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Quality of Features

Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Business Value Created

Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Vendor Support

The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Ease of Implementation

Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Ease of Data Integration

Use this data to determine whether the product will cause headaches or make data integration easy.

Usability and Intuitiveness

End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Availability and Quality of Training

Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Product Strategy and Rate of Improvement

Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Ease of IT Administration

This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Breadth of Features

Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.