A sales reporting and forecasting solution inside your CRM
Identifying and optimizing the steps to covert leads into closed sales deals is essential to continuously building a better sales process, growing revenue, finding new customers, and building loyalty. Discover Rand Group’s solution for sales forecasting and reporting built into your existing CRM system that can give your sales representatives and managers the tools to understand what drives sales conversions and revenue.
Manage sales performance and build forecasts with real-time data
Businesses need to build accurate sales reports and forecasts so that leaders can evaluate what is and isn’t working in the sales process, then make changes to optimize conversions. Rand Group offers a comprehensive solution to help you gain a complete view of the sales pipeline, individual representative performance, and top sales channels, plus create forecasts based on pending opportunities, quotes, and orders. The reporting and forecasting solution includes features that allow you to use flexible column modeling, support different organizational structures, use advanced filtering, manage quotas, and manage who has access to specific forecasts and models. Your sales team will be able to easily maintain the pipeline with a drag-and-drop tool to move opportunities across different stages to instantly update forecast data.
Rand Group is your dedicated technology partner to configure a sales forecasting and reporting solution that will help give visibility into your sales, marketing, and customer service processes to ultimately increase conversions and deals. Our software engineers will implement the solution and integrate it with your existing technology stack plus train your users for long-term success.
Monitor individual sales performance
Sales representatives can easily monitor their performance against set targets and identify potential pipeline risks, while managers can track individual KPIs against quotas and use forecast trends to allocate resources appropriately.
Get a big picture of the entire sales pipeline
View prebuilt dashboards that show daily sales numbers and pipeline activity. Monitor sales, marketing, and customer service performance all in a single view to understand what’s driving sales, revenue, and customer satisfaction.
Build accurate, up-to-date sales forecasts
Use AI-driven models that connect with your CRM and look at historical data and the open sales pipeline to predict future revenue. Data is automatically recalculated to keep forecasts up-to-date for rapid decision-making.
Features in Rand Group’s sales forecasting and reporting solution
Tracking sales metrics is key to evaluate each team member’s strengths and weaknesses to better manage sales processes, adjust tactics and strategies, and boost accountability for sales outcomes.
With a sales forecasting and reporting solution from Rand Group, you can:
- Monitor individual and team-based key performance indicators (KPIs)
- Track opportunities by stage and use a drag-and-drop tool to move opportunities across the pipeline
- Build dashboards with role-based reports and customizable interfaces
- Forecast revenue based on a variety of factors
- Get a big picture overview of all the deals in the pipeline
Discover other business solutions offered by Rand Group
Rand Group offers numerous digital selling solutions that we tailor to each client to transform your operations. Our team of software engineers will ensure your solution integrates with the rest of your technology stack and can accommodate unique processes and facilitate data flows. Explore other solutions below to compliment sales reporting and forecasting.
Demand Generation
Power your sales force with a cloud-based demand generation solution that improves the lead acquisition process, drives more inbound leads, delivers engaging content, and optimizes the digital marketing funnel to fill your pipeline with qualified potential buyers.
Lead Tracking
Standardize best practices for closing leads by linking your sales process with the customer buying process. Track leads across status, revenue, key contacts, and notes and provide sales managers with a complete view of all leads and opportunities in the pipeline.
Dynamics 365 Sales
Dynamics 365 Sales uses contextual AI to enable smarter selling and improve conversion rates. Teams can optimize their productivity and sales performance through relationship analytics and pre-built workflows to reduce redundancies.
NetSuite CRM
NetSuite CRM is an all-in-one customer relationship management system that automates and streamlines businesses process through the integration of sales force automation, contact management, marketing automation, and customer service.
Related Insights
Why your business needs a cloud CRM solution
Both Dynamics CRM and Dynamics 365 Sales offer core sales, marketing, and service features such as lead, opportunity, quote, and case management. However, Dynamics 365 Sales includes many features and capabilities that on-premise Dynamics CRM does not. This blog will highlight the differences between the two software solutions that can help you decide if moving to Dynamics 365 Sales is right for you.
Sales strategy vs. sales tactics
For our purposes, ‘strategy’ means that there’s a plan. ‘Tactics’ means that you’re thinking on your feet. A sales cycle that includes both is much more likely to succeed than a cycle that relies on only one of them. Tactics make sales fun. Strategy makes sales more predictable. If you have a plan/strategy, chances are better that you won’t have to answer that question.
“No not these leads, I want those leads…”
As sales managers or sales executives, the most common request we hear from sales people is that they want more leads. What they’re really asking for is not just more leads, it’s, more, more qualified and DIFFERENT leads… the Glengarry leads. It almost never matters which leads we have, they aren’t the ones we want.
Let’s talk about how we can transform your business
