Product Features
Funnelocity® provides the tools managers and salespeople need to improve performance & achieve their goals
Sales Performance Management
Facilitates continous coaching & training effectiveness through Automation and A.I.
Effectively coaching and training salespeople to improve performance requires a different type of information that’s not easily generated from pipeline reports or forecasts in Salesforce. Sales Performance Management looks at data through a different lens by analyzing sales results driven by specific actions, activities, skills and behaviors.
Define Skills
Sales leadership identifies selling skills important to each role on sales team
Acquire Activity Data
Load 1-3 years of historical CRM data to assess quality & identify gaps
Evaluate Skills & Set Goals
Perform Skill Evaluations for team members & set goals for gap analysis
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Deploy Artificial Intelligence
Load Machine Learning models with skill evaluation & metric data to start continuous improvement cycle.
Produce Scores & Predictions
Skill & Activity Scores produced for each rep. Most important Leading Indicators identified for each sales role.
Monitor & Manage Results
Managers assess scoring results & utilize data to effectively coach & train salespeople for improving performance
Analyze Activity Data
Funnelocity® uses a data driven approach to create metrics from daily sale activities in Salesforce, like converting leads, adding/closing opportunities, recording calls and meetings. Unique dashboards provide easy to use views of metrics to help managers make decisions for coaching and training.
