Overview of Sales Insights
Sales Insights help provide an objective understanding to salespeople working with accounts, leads, and opportunities.
Based on detailed analysis of account interaction and historical exchanges such as sales activities, status, duration, contacts, and so on, salespeople can gain key insights and take appropriate corrective actions on records to further increase their sales pipeline.
Identifying those accounts, leads, and opportunities that are either highly or moderately engaged and by observing certain accounts helps salespeople:
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Prioritize the next set of actions for records and tasks
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Improve productivity by moving the sales pipeline along
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Identify quickly what's wrong with a lead or opportunity and take the necessary corrective action
As sales insights evolve over time, context-based recommendations are made available to salespeople to help them evaluate and decide on what actions to take on appropriate next best lead and opportunity records or tasks for an account.
Sales data is mined, evaluated and analyzed through data analytical and statistical modules. Adaptive search finds key metrics, calculate standard deviations, averages, and margins to deliver insights. Standard query language programs sorts and classifies the data so that key sales metrics are readily available to salespeople to help them focus on those records that need attention.
Access Sales Insights from Classic Sales
Here are the UI paths for salespeople to access Sales Insight details from the classic Sales UI:
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Accounts: Use the Profile tab on the Accounts page
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Leads: Use the Summary tab on the Edit Lead page
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Opportunities: Use the Summary tab on the Edit Opportunity page
Access Sales Insights from Oracle Sales
- Open the Setup and Maintenance work area and select the Sales offering.
- In Setup: Sales, click the Change Feature Opt In link.
- In the Opt In: Sales page, click Features for Sales.
- Select Enable for Sales Recommendations.
- Click Done.