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
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
What our sales excellence tool can do
Snapshot technology
Enable proper conversion rate calculation leveraging „snapshot“ technology to perform advanced analytics. Every 3 hours ValueWorks pulls a complete snapshot of data from the CRM system to allow comparison between different points in time.
Sales-cycle analysis
Sales cycle analysis is the best proven practice to generate considering the shortest cycle per phase. Sales cycles should be shortened to generate revenue early and acceleration of growth. Sales cycle should be analyzed by company size, industry, country, product offered
Sales forecast
The sales forecast on a monthly basis takes into account not only new business but also existing business. Sales are sorted by probability with the 100% certain sales at the bottom. Also showing the weighted value of the pipeline per month.
Sales velocity
The sales velocity is a KPI that counts the opps that moved forward to next stage(s) w/in a certain timeframe. It tells you if the funnel is running smoothly.
Sales-pipeline multiple
The Pipeline multiple is analyzing the current value of the sales pipeline compared to the specified sales target in a quarter. (inkl. Contracted close rate & extended fill rate) e.g. comparing value of "closed, won" deals with the sales target.
Cohort analysis
Very popular for identifying patterns in customer behavior is cohort analysis. In each case, it is possible to analyze what percentage of customers cancelled or extended their contract in which subsequent month. Both percentage and absolute analysis is possible.
Self-service oriented user interface
Enables simple & quick understanding of the sales funnel
Frequently asked questions
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What should the executive management know about the sales funnel?
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Management-ready sales reports out-of-the-box you can not get from your CRM
Harness the power of ValueWorks, the intelligence platform for executives
Make ValueWorks the starting point of every management decision
Industry solutions
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