“95 percent of businesses need to manage unstructured data.”
With Pipeliner CRM, we visualize lagging indicators right out of the box—something that no other CRM does today. This is especially true when you utilize the Power Panel to filter all your data and share it, having saved it as a profile.
Why Did It Happen?
Now that you know what happened, you now need to analyze why it happened. That is done simply by fully analyzing “what happened?” using the lagging indicators.
Once again, use Power Panel filters to isolate the important details in this analysis. For example, you can analyze why some deals have not been closed, or have even been lost.
You can isolate “lost reasons” with a filter and discover how many deals you have lost to your competitors, and learn from this insight so you don’t repeat the same mistakes.
“Data are just summaries of thousands of stories – tell a few of those stories to help make the data meaningful.”
Once you have analyzed the data, you now have a view of the future in terms of what could happen. What kind of performance is possible?
With Pipeliner, we provide powerful forecast reporting. Pipeliner CRM Forecast Reports provides powerful setting of quotas for all team members and then tracking quota achievement in real-time.
Reports can be shared only with specific team members, or across the whole sales unit, depending on your preferences. Users can then work with that report in Pipeliner.
“Fewer than 20% of sales organizations have forecast accuracy of 75% or greater.” — Miller Heiman
Pipeliner also provides you with a feature called Forecasting Quota which greatly assists in forecasting and setting of quotas. This feature allows you to compare a salesperson’s quota to the actual forecast, based on working deals already in the system.
“The best way to predict the future is to create it.”
Peter Drucker, Management Consultant
What Should You Do?
Prescriptive analytics provide a clear path forward for sales teams.
Pipeliner’s primary source of prescriptive indicators, which indicate “What Should You Do?” is our Bubble Chart View. The Bubble Chart View shows a multi-dimensional view of opportunities plotted by sales stage, closing date, and size.
Utilizing Pipeliner’s Power Panel, the user can filter out or in various factors such as:
particular sales reps
& many others…
Prescriptive Action Model
Pipeliner CRM is the first CRM tool that brings the PAM approach alive in a practical, visual manner & takes a sales team through the whole progression of analysis: descriptive, predictive, prescriptive, diagnostic.
Prescriptive Action Model (PAM)
Data is collected and then analyzed
Performance is then forecast
Action is recommended
In the end, when analysis has been done and forecasts have been made, you need positive recommendations of actions you’re going to take. Recommended actions in sales are all about setting correct goals and creating action plans for reps.
As part of PAM, you can also extract recommendations for training and training strategies. These can be used to assist salespeople in overcoming their weaknesses.
“The problem with the traditional “enforced” CRM is that users dislike using it. This affects the data being input—it can be input incorrectly, or left out, or neglected. With Pipeliner CRM, users enjoy using it because it truly benefits them. Because they enjoy using it, because they like it, the data being entered tends to be far more accurate.”