Optimize Deal Execution and Lead Nurturing through Sales Insights

You can improve your sales effectiveness and gain productivity by receiving key data insights about contacts that help optimize deal execution and lead nurturing. Contact recommendations are based on historical data, contacts relationships, and the successful interactions associated with an opportunity or a lead.

Using data analytics and mining, Sales Insights recommends key contacts for each active opportunity or lead for the relevant account to help effectively close the deal.

Opportunity Contacts Recommendation

Data insight details about recommended opportunity contacts is accessed from the Summary tab on the edit Opportunity page. By knowing that the recommended contacts associated with a given opportunity are sufficient and accurate helps you effectively optimize your opportunities and move them along the sales pipeline.

Here's an example of contacts recommendation for an opportunity using sales insights.

Lead Contacts Recommendation

You can access the data insights for lead contacts recommendation from the Summary tab on the Edit Lead page. By knowing that the recommended contacts associated with a given lead are sufficient and accurate helps you effectively convert leads to opportunities and move them along the sales pipeline.

Here's an example of contacts recommendation for a lead using sales insights.