Optimize Opportunity Nurturing Through Sales Insights

You can improve your sales effectiveness by receiving key sales data insights on opportunity tracking activities. Using data analytics and mining, this feature seeks any discrepancies in activities based on historical data to deliver key insights on opportunities to optimize the nurturing process.

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

Here are some examples of how you can avail of key opportunity sales insights to help with your sales activity tasks. For example, sales representative may want some insights to check if they're doing enough to nurture opportunities while sales managers may want to gain an objective understanding of:

  • Which opportunities aren't being nurtured effectively and need more attention?

  • Who are our most engaged customers?

  • Which accounts can be reached again to increase the sales pipeline?

Here's an example of sales insights for opportunities.

An example of sales insights for opportunities