Every Monday morning, 2007 - 2014, 9am - 10am, as a Sales Leader I would engage in Forecast/ Commit call with my sales team. These 1-0-1 calls would involve understanding the efforts they put in the past week, their current pipeline and commit numbers.
Every call, I struggled.
I struggled to understand what my sales team did past week, they would not update the CRM, commit numbers had limited relevance to the pipeline, sandbagging was rampant. As I struggled to understand the team members and the numbers they posted, I always yearned for a system which would give me the TRUE PICTURE of my Pipeline that I could use to Forecast. As I speak with multiple Sales Leaders, these issues still exists. And that's what are solving.
What is the True Picture?
REVENUE SUCCESS = KNOW + DO + EASY VISIBILITY
KNOW - REVENUE INTELLIGENCE
- Easy access to Historical Trends
- Comparison of team Commit vs Target vs Achievement
- AI based recommendations
DO - REVENUE OPERATIONS
- No-Data-Entry activity tracking - Removes reliance on team members to enter data.
- Understand the Commit vs Upside vs Deals Created vs Deals Recommended - Understand the relevance of the numbers committed by comparing it to the pipeline.
- Easy to compare deals pursued by the sales team
EASY VISIBILITY - WEEKLY REPORT TO QBR - easy reporting
- Be it 1-0-1 review, Weekly review or QBR, the data should be readily available at your finger tips
- Ability to compare any past data with current data
- Clear visibility on why some team members are doing better than others
- One should not rely on others to compile the data you want to see
- Understand the interaction pattern for the HOT deals being pursued by the team members
- Macro to Micro view - Drill down to the details.
Relatas Sales Commit 3.0
With Relatas Sales Commit 3.0 we have achieved all of the above, and much more. Most companies struggle to forecast Sales correctly, more so in 2021 when teams are remote. Keeping that in mind and moving with the advancement in Sales technology, today we release the renewed Relatas Sales Commit 3.0. Watch the video below.
Understand what leading CEO's are thinking. We asked CEO's of 20+ companies on what they expected of 2020, we realised that Sales is one area where most of them were optimistic. The e-book has data inputs and quotes from Dr. Anand Deshpande, Chairman Persistent Systems,/ Khadim Bhatti, CEO WhatFix/ Girish Gaitonde, CEO Xoriant and many more. You may read the e-book here: Relatas e-book.