Sales Forecasting

Accurate sales forecasting is a by-product of the qualification process

A recent study carried out be CSO Insights showed that over 52% of the firms that they interviewed indicated that they could not forecast correctly when the sale would close.  76% of the 1,800 firms interviewed had a CRM system (salesforce.com, Oracle, SAP, etc.).  The issue that was highlighted is that most CRM systems are transactional and therefore it is difficult for the sales person to adapt their tactics whilst moving through the sales process.

Continual Qualification of an opportunity

SymVolli’s qualification profile functionality is easily adapted to suit your organisation’s sales processes and is used to monitor the status of each of your opportunities as they move through the sales cycle. SymVolli maintains snapshots of the where each opportunity is within the sales process through the sales cycle thereby building a database that you can use to analyse the trends to establish whether any changes need to be made to the sales process. The process can be changed as and when situation dictates without any disruption to ongoing opportunities.

Minimising Slippage

SymVolli’s ability to maintain snapshots of the status of an opportunity makes it easy for you to identify which opportunities are continually slipping and why. The appropriate action can be taken to overcome any issue towards closing the sale.

Producing reports to suit different needs

SymVolli Business Intelligence (BI) functionality allows you to easily produce reports to suit different needs by combining the qualification and Quotation data for each opportunity. Forecast Reports can be produced at a press of a button for: orders, revenue, product, resource, production, etc.