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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Effective pipeline management in sales hinges on accurate and unbiased data concerning the likelihood of closing specific sales opportunities. The Forecasting Tool is designed to assist your company's sales representatives in their everyday tasks. This tool can be customized to align with your unique sales methodology. Based on the details supplied by the sales team, it computes the relevant probabilities in the background and saves this information within the system. Alongside the order probability, the tool also tracks the date of the last modification, ensuring that all information remains current and reliable. This dual tracking not only enhances decision-making but also promotes accountability among sales personnel.

Description

Optimize your sales pipeline with a focus on activity-driven selling. You can easily identify which deals require follow-up, have overdue tasks, and plan new activities directly from your pipeline interface. The Deals module is designed to monitor your leads and transactions throughout the sales process. You can create customized filtered views to showcase deals categorized by probability, sales stage, anticipated closing dates, deal amounts, and various other criteria. Successfully closed sales can be documented and visualized in a detailed sales pipeline report. This report offers insights that can be segmented by multiple variables, such as sales representatives and time periods. Additionally, you can generate forecasts for upcoming months, quarters, or even the entire year by analyzing previous sales data, competitive landscape, and emerging market trends. This comprehensive approach not only enhances visibility into your sales performance but also aids in strategic planning for future growth.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Constant Contact No 
Facebook No 
Mailchimp No 
Microsoft Outlook No 
PayPal No 
QuickBooks Online No 
X (Twitter) No 

Integrations

Constant Contact Yes 
Facebook Yes 
Mailchimp Yes 
Microsoft Outlook Yes 
PayPal Yes 
QuickBooks Online Yes 
X (Twitter) Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$12 per user per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

IT Vision Technology

Founded

2001

Country

Germany

Website

www.itvt.de/forecastingtool-en.aspx

Vendor Details

Company Name

SnapForce Technologies

Founded

2013

Country

United States

Website

snapforce.com

Product Features

Sales Forecasting

Competitor Analysis No 
Correlation Analysis No 
Dashboard No 
Dynamic Modeling No 
Exception Reporting No 
Graphical Data Presentation No 
Modeling & Simulation No 
Performance Metrics No 
Sales Trend Analysis No 
Statistical Analysis No 

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Alternatives

Alternatives

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