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Description
A sales performance management solution tailored for HubSpot users is here to enhance your sales strategy. By leveraging your historical HubSpot data, you can effectively plan your sales approach and set realistic targets. Optimize your sales capacity management with well-structured hiring timelines to ensure you meet your goals. Avoid unexpected challenges at the end of the quarter by employing various forecasting techniques. Implement what-if scenarios to strategically allocate resources for maximum efficiency. Extract valuable sales insights from HubSpot that can guide your decision-making process. With access to predefined planning templates and dynamic assessments of goal feasibility, you can streamline your strategy. Harness AI and predictive forecasting capabilities to achieve precise projections for future sales. Keep a close eye on essential sales performance metrics in real-time, enabling you to make informed adjustments swiftly. Identify performance gaps related to personnel, processes, and pipelines without the need for extensive report analysis. Evaluate your current sales capacity and automatically determine the additional resources required to meet your sales targets. Additionally, track the progression of your sales pipeline in real-time to quickly identify and address potential bottlenecks that could hinder your success.
Description
Utilize AI and machine learning to enhance the efficiency of the sales pipeline, refine the accuracy of sales and commission forecasts, and consistently achieve sales goals. By harnessing data-driven insights along with visual dashboards, teams can gain a clearer understanding of pipeline health, uncover deeper insights into activities and trends, and effectively prioritize high-value opportunities. Remove uncertainty for sales representatives through a digital assistant that automatically records crucial opportunity information, ensures CRM accuracy, and provides guidance on navigating deals effectively. Employ machine learning to develop precise multi-level forecasts, enhance revenue predictability, and facilitate streamlined management of pipeline forecasts. Maintain a tidy pipeline through intelligent data collection and by automatically promoting desired sales practices organization-wide with alerts and recommendations for the next best actions, which support representatives in their efforts to close deals. This comprehensive approach not only boosts sales performance but also cultivates a more proactive and informed sales culture within the organization.
API Access
Has API
API Access
Has API
Integrations
HubSpot CRM
HubSpot Customer Platform
HubSpot Sales Hub
Xactly Incent
Integrations
HubSpot CRM
HubSpot Customer Platform
HubSpot Sales Hub
Xactly Incent
Pricing Details
$149 per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Forecastio
Founded
2023
Country
United States
Website
forecastio.ai/
Vendor Details
Company Name
Xactly
Founded
2005
Country
United States
Website
www.xactlycorp.com/products/xactly-forecast
Product Features
Sales Forecasting
Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis
Sales Performance Management
Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management
Product Features
Sales Forecasting
Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis