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.
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.