Accelerate your growth: master the art of sales excellence
Get management ready insights into your sales funnel in real time through out-of-the-box charts in the style of top management consultants
Why you need ValueWorks as an add-on to your CRM system
Effective sales funnel management requires a clear view of the customer journey in your sales processes. A traditional CRM system displays only current data, which is not ideal for executive management. To facilitate vital management analysis, you need a tool that provides historical data, offering insights into data trends over time, such as conversion rates. This is crucial for executives to understand the duration of each funnel phase and pinpoint where unnecessary delays occur, a capability lacking in a standard CRM system.
How ValueWorks performs advanced analytics
The sales excellence tool of ValueWorks performs a comparison between any point-in-time to calculate conversions e.g. from SQL to “offer” phase, number of “slipped deals” and sales cycle time, by taking snapshots from the CRM system, every 3 hours. Unlike a CRM system, ValueWorks integrates data from different sources, which, in addition to the presentation of classic sales KPIs, such as leads, also helps to display the costs.
All of your sales activities in one system
With out-of-the-box top management charts based on sales funnel visualizations, identifying the most important deals in your sales funnel to mobilize all functions for deal closure
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What our sales excellence tool can do
Weighted Sales-pipeline
Sales-cycle analysis
Sales forecast
Sales velocity
Sales-pipeline multiple (marimekko view)
Cohort analysis
Slipped-deal analysis
Conversion analysis
Sales-pipeline
(weekly comparison)
Self-service oriented user interface
Enables simple & quick understanding of the sales funnel
ValueWorks enabling proper conversion rate calculation leveraging „snapshot“ technology.
In contrast to the traditional representation, the Marimekko representation of the sales funnel arranges the deals per phase according to their size from bottom to top. The colouring also supports the quick recognition of the large and important deals.
The fill level of the sales pipeline is monitored on a weekly basis using the following illustration. The values are sorted by probability of success from bottom to top, so that the fill rate can be quickly identified.
Analyzing the current value of the sales pipeline compared to the specified sales target in a quarter.
Frequently asked questions
The sales excellence deep drills depend on your sales data, i.e., your CRM. Of course the better the data quality is, the better the insights will be. More specifically, you will need to maintain information on your sales funnel objects, e.g., a correct close data for a deal, what products the deal is related to, or when what revenue can be expected.
The charts are based on long-standing management consulting experience and represent our suggestions for optimal sales funnel management. As such, they can be filtered and minimally altered, but free chart creation is covered by our charts feature, which enables 100% flexibility when it comes to chart creation.
If the data quality is optimal, the correct charts will be available right after the integration of the required system. To reach the required data quality, you can of course leverage our data quality check, that will provide actionable recommendations for improvements.
WHITEPAPER
What should the executive management know about the sales funnel?
How startups, scale-ups & midsize companies can increase their sales performance through active sales funnel management
WHITEPAPER
Management-ready sales reports out-of-the-box you can not get from your CRM
Why you need ValueWorks as an add-on to your CRM system to perform crucial management analysis
Harness the power of ValueWorks, the intelligence platform for executives
Make ValueWorks the starting point of every management decision
Industry solutions
ValueWorks provides industry specific templates with the right KPIs for each industry
Integrations
Connecting your favorite tools via plug & play integration of the operational systems
