Streamline your processes for a high performance, profitable sales operation

Create accurate forecasts at an organizational, team, or individual sales rep level
based on your role hierarchy or defined sales territories

Track changes in anticipated revenue or closing dates at the record level so corrective decisions can be made rapidly

Create and assign quotas for individual sales reps to track individual and
team progress towards achieving targets

Create custom compensation plans for your sales team to keep their incentives transparent and motivate them to improve their performance

Define your territories based on your sales structure to allow your sales team to focus their efforts

Define assignment rules to assign incoming leads to territories automatically and
get every account to the right rep

Monitor how each territory is performing with detailed reports on forecasts, quotas, and
sales rep performance

Check individual sales reps' performance by looking at their overall conversion rate and
revenue generated vs. revenue lost

Drill down into win rate, customer retention, activities per win, average deal sizes and
other similar sales metrics

Analyze key metrics across your sales operations and refine your sales strategies with
data-driven insights