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Forecasting

Sales forecasting capabilities made just for your partner program

Sales forecasting is one of the most challenging aspects of sales management. It’s that much harder for you in partner management. After all, your partners are geographically-distributed and they operate using different business processes.

Our partner automation solutions are here to help. Partners enter and update opportunity information, allowing your channel managers to monitor pipeline forecasts. And, using built in analytics managers gain immediate visibility into channel operations and performance. You’ll know what each partner needs to generate more leads and revenue. With a more accurate gauge of partner sales, you put yourself in the best position to optimize the strengths—and minimize the weaknesses—of your extended team.

Solution Data Sheet: CRM Partner Channel

Key Features

  • Partner Analytics
  • Lead Registration
  • Lead Distribution
  • On-Demand 24X7 Access
  • Sales Forecasting
  • Operational Reporting
  • Opportunity Management
  • Conversion Tracking  

Here is what Forecasting solutions can do for your business

Accurately Forecast Revenues

All lead, prospect, and sales information is gathered in a single database, allowing you to produce consolidated, accurate revenue forecasts. Quickly and easily analyze data to reliably predict business performance.

Save Time

With the automated features of Pivotal CRM partner automation solutions, you’ll have data to report on at last. Let partners update opportunities so you don’t have to.

Make Better-Informed Business Decisions

Spot trends, identify factors, and make more confident business decisions based on sound data.