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Lead Generation Pick
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| Title
- Epiphany Lead Advisor |
| Author
- Epiphany Inc |
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Short Description
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| Through integrated lead qualification, distribution, and management, Epiphany Lead Advisor ensures that lead capture and management can be made intelligent via business rules, lead scoring, alerts, and automatic lead reassignment. |
| Lead Advisor
Download |
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| - Auric Prospector |
| Auric Prospector
Description |
Sales professionals love our easy-to-use interface which allows them to track and manage their opportunities all in one place.
With our offline application, road warriors can take their information with them and synchronize it with Outlook at the click of a button.
With Auric Prospectors powerful analytic reports, management can accurately forecast sales with complete visibility into their sales pipeline, not to mention perform ROIs on marketing campaigns.
With one click reporting, you and your management team will be armed with a powerful analytic tool to focus your resources and optimize your companys sales efforts.
The innovative report setup screen, will afford you the flexibility to define and segment your sales force automation reports making it easy to identify and analyze the story behind the numbers.
Each report may be run in 3 formats (summary, short and detailed form) so that you can select the level of detail you require.
The following includes examples of some of the reports that you can find in Auric Prospector.
1. Pipeline Management:
a) Pipeline: A list of Prospects with select description fields.
b) Stalled Prospects: Your early warning system, helping you to identify prospects that are not progressing through the sales cycle according to your expectations.
c) Sales Cycle Analysis: An analysis of a prospects progress through the sales cycle to identify potential problems with a prospect before they occur.
d) Lost Reasons Analysis: An extremely powerful report that lets you drill down into the causes of lost sales.
The report will help you identify the root causes of lost sales by accumulating lost sale by reason stats and then further breaking these categories down so that you can take focused corrective actions.
e) Pipeline Holes: Gives you a view into the future, focusing your attention on pipeline holes while there is still time to address and correct them.
f) Sales Date Reality Check: One of your data cleaning reports, helping you to identify early on, prospects that do not have realistic forecasts given their position in the sales cycle and their forecasted contract and ship dates.
g) Won Sales Analysis: This report lets you track trends in your Won sales.
It also gives a view on how your sales force performs on small $ vs. large $ prospects.
h) Lost Sales Analysis: This report lets you track trends in your lost sales.
It also gives a view on how your sales force performs on small $ vs. large $ prospects.
I) Won/loss Sales Trend Analysis: This report lets you track trends in your Won to Lost sales ratio.
It also gives a view on how your sales force performs on small $ vs. large $ prospects.
2. Sales Staff Management:
a) User Performance: Lists performance metrics for each user over a specified period.
The report will help you to identify your Star performers as well as those staff that need additional attention.
b) Individual User Performance: Lists performance metrics for each user by period.
The report will help you to identify trends in your staffs performance.
3.
Sales Forecasting:
a) Sales Forecast: This report gives an objective sales forecast by specified period based on managements sales cycle win% estimates and the existing pipeline.
b) Contribution Forecast: This report gives an objective contribution forecast by specified period based on managements sales cycle win% estimates and the existing pipeline.
c) Historical Win% Analysis: Calculates the win% for each sales cycle step based on your companys historical data.
The report also provides a comparison between the calculated and managements estimated win%s.
Over time, as the amount of historical data increases, the accuracy of the calculated win%s will improve and management should adjust their win% estimates accordingly. |
| - Auric Prospector
Download |
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