Share this article…Revenue Intelligence is the latest trend in sales/revenue operations, but what exactly is it and how can you utilize it to consistently hit your goals each and every quarter? Making sense of the data coming from the various sources and systems implemented as… Read More …
Here are highlights from article Complete Revenue Intelligence for Salesforce [In-Depth Overview] | Salesforce Ben
1. Revenue Intelligence and its importance in sales/revenue operations:
– Revenue Intelligence helps make sense of data from various sources and systems in the revenue lifecycle.
– It allows for accurate forecasting and consistent, predictable revenue quarter after quarter.
2. Revenue Grid as a solution for revenue intelligence:
– Revenue Grid provides insights into critical business processes.
– It integrates with Salesforce to make sense of pipeline and peripheral activities.
– It delivers an easy-to-use revenue platform with real-time insights into the pipeline.
3. Challenges with analyzing Salesforce data and the solution offered by Revenue Grid:
– Analyzing Salesforce data requires extracting reports into offline spreadsheets, resulting in outdated data.
– Revenue Grid offers a better way to analyze data by providing real-time insights.
4. Real-Time Deal Insights:
– Understanding the health of deals in the pipeline is time-consuming but crucial.
– A healthy deal means it’s likely to come in by the close date, at or around the current amount value, and with engagement from the economic buyer.
5. Other features of Revenue Grid:
– Contextual signals for taking immediate action and closing deals faster.
– Insightful analytics to highlight successes and areas for improvement.
– Color-coded deal health to instantly see how deals are trending.
– Automatic activity and contact capture to never miss any information in Salesforce.
You can read it here: https://sfdc.blog/nUpyu
Source from salesforceben(dot)com