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


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.