i share how revenue intelligence works for everyone on the sales team. Then i share how revenue intelligence software can help.
What you’ll learn:
What are the benefits of revenue intelligence?
What are the most important revenue intelligence metrics?
How can revenue intelligence software help?
Screenshot of a sales dashboard showing sales opportunities next to salesforce mascot, zig the zebra.
Grow revenue faster with a single source of truth.
Discover how sales cloud uses data and ai to help you build relationships and close deals fast.
What is revenue intelligence?
Revenue intelligence uses data and ai to uncover risks and opportunities in deals throughout the sales pipeline. Sales teams can take action on revenue intelligence insights to close revenue gaps and hit their quotas and sales forecasts.
Revenue intelligence software works by analyzing customer data america phone number list and measuring progress toward target metrics. That analysis surfaces insights that are served up in the same crm where the sales team works. These insights come in many forms: dashboards of deals to focus on, alerts and recommendations for actions to take, visual representations of sales and forecast trends, and team performance leaderboards for key metrics.
Salesforce user smiling while on a laptop.
Get the latest sales tips delivered to your inbox.
Sign up for the salesblazer highlights newsletter to get the latest sales news, insights, and best practices selected just for you.
What are the benefits of revenue intelligence?
The big win from revenue intelligence is that eagle-eyed, real-time view: quickly spotting red flags and opportunities in your pipeline, helping you act in time to hit your targets.
Think of the last time a deal
of yours went sideways. Odds are it was because of something you field service can help didn’t see. Maybe it was a deal that seemed solid, but then a stakeholder derailed it at the last minute — someone you should have seen coming. Or maybe a customer made a comment in a meeting that should have raised eyebrows but flew under the radar instead.
Here’s how everyone on the team can benefit from this new level of visibility:
sales leaders: monitor the big picture of how pipeline coverage (the total revenue represented in your pipeline) is trending, and step in to close revenue gaps.
Sales managers: study deals in each sales stage to quickly spot deals that are neglected, stalled, or pushed. Then, dedicate more focus to the most important accounts to stay on track to hit your forecast.
Sales reps: always know what action to take next. Get a list of email leads database factors describing the health of every deal, and get recommended actions to keep deals moving. This is especially important when you’re managing a high deal volume.