Turn Hopecasting into Accurate Forecasting
The unique workflow technology underpinning SugarCRM delivers the most accurate forecasts in the industry, because they are based on actual rep activity, not gut feel.
In most other systems the rep selects a high-level milestone to indicate the status (e.g. suspecting, prospecting, presenting, negotiating, etc.), meaning forecasts are based on rep gut feel and willingness to go in every day and update status. Not so in SugarCRM, as the workflow guides the reps in each activity, which is then used automatically for reporting. In SugarCRM no user ever has to prepare a forecast, they are always there - on demand, thoroughly accurate, and with no input required from the reps. Additionally, because SugarCRM is activity based, not milestone based, companies can get more granularity in their forecasts and reports.
Any number of real-time forecasts can be created, each based on and prebuilt or custom defined criteria, for example, forecasts for each rep, region, product line or industry segment. SugarCRM also contains collaboration technology that allows users to share forecast information so everyone is on the same page, for example a rep with a manager.
Forecasts can be displayed in any number of ways: by report, graph/chart, cross-tab or even chart animation that shows an animated forecast trend over a custom defined period. Forecasts can even be added to dashboards to provide instant access to the latest status on log in.
Because SugarCRM is highly flexible and configurable, we also offer the ability to create traditional forecasts and roll-ups that are not based on actual activities, but on sales probabilities.
Why Is This Feature Important for CRM
Increasing sales forecast predictability is one of the key reasons companies implement CRM. The centralized account, opportunity and territory assignments managed by CRM systems make it straightforward for sales managers to create forecasts for individual reps, regions or any other tracked criteria. Increased visibility allows companies to proactively manage expectations and change course if needed to meet and exceed their sales goals.
The SugarCRM Difference
The key difference SugarCRM has over all other systems is that forecasts deliver activity-based accuracy, not rep gut feel. Unique sharing technology and dashboard access makes them the most accurate, available and convenient forecasts in the industry.
Business Benefits
- Increase sales predictability through instant visibility into potential future business.
- Quickly identify major opportunities that require management attention.
- Rapid identify pipeline issues and bottlenecks before they become revenue problems.
- The flexibility of user activity-based or probability based forecasting to create roll-ups.
Key Product Features
- Create an unlimited number of forecasts based on any combination of criteria, including sales activities, probability or rolling forecast.
- Use prebuilt forecasts or build an unlimited number of your own using simple mouse clicks.
- Assign forecast contribution factors to sales activities to deliver a high level of revenue predictability.
- Get access to highly accurate forecasts on-demand.
- Display forecasts in easy to read reports, dashboards, colourful charts, and tables.
- Drill-down through forecast data to record-level granularity
- Animate forecasts over time to vividly display trends
- Create forecast historical snapshots for later retrieval and comparisons.
- Share forecasts with other people.