Effective pipeline management is fundamental to the success of a sales organization and directly impacts the financial success of a company. Although there has been significant improvements in the sophistication of CRM technology and its usage, generating accurate forecast and executing to a committed sales plan remain elusive targets for many sales organizations.

ClearSlide for Salesforce provides real-time insight on buyer engagement and sales productivity across communication channels within Salesforce. Sales activities and customer engagement data is automatically logged into Salesforce, and the tight integration between ClearSlide and Salesforce enables sales reps to easily attribute activities to the right customers. This eliminates the dependency on manual data entry and resolves activity data quality issues by measuring and recording actual customer engagement in meetings and other outbound communications.

Armed with the powerful and reliable ClearSlide engagement data and business data in Salesforce, sales leaders can now synthesize actionable insights that enable them to evaluate the state of their pipeline and coach their teams to achieve the committed sales plan. In particular, sales leaders want to know if there are risks in closing committed deals in the pipeline by the projected close date, such that they can take necessary actions to address the risks. With ClearSlide engagement data, sales leaders can inspect the level of customer engagement in each sales stage, and identify at-risk opportunities that are stalled in the process with insufficient customer engagement. Furthermore, sales leaders can gain insights to group and individual performance of their organizations by evaluating their aggregate and stage-by-stage customer engagement, and provide the necessary coaching to team members to achieve a higher level and quality of customer engagement.

To learn more, request a demo today!