SugarCRM forecasting for better sales potential

It is not easy to manage inventory for sales as it requires a lot of work. Another thing that is unimaginably difficult to handle is the sales forecasting as it is essential for the team to know what factors involved are impacting the sales figures. For better business perspectives and for revenue generation it is essential that one needs to have a smart tool to be able to predict sales targets. Capability to anticipate business and market trends is only possible when you have a powerful tool like Sugar CRM forecasting that is apt for better sales potential and forecasting.

Sugar CRM

Although many still rely upon manual forecasting, but when there is vast data to handle then it becomes a cumbersome job. For this reason Sugar CRM is one of the best tools to bring you solutions that are combined with CRM integration to do all the complicated analysis for you.

  • Using data history for creating trends.
  • Engaging all the assimilated data history for identifying patterns.
  • Getting a clear picture with analysis on how things are going to be.
  • In-built features that support and manage data from various teams
  • Anticipation of revenue and future plan made easy.

Forecasting with Sugar CRM

  • Helps in reports creation that predicts realistic and accurate figures for sales.
  • Creating and modifying limitless scenarios with options such as likely, best or even the worst scenarios prior to a particular forecast.
  • Committed targets are visible to all the sales teams and managers with features of track changes, modification of quotes, adjustment to commitment, etc.
  • Regular updates provided with regard to forecast submissions and reviewing of each submission to identify patterns.
  • Identification of factors involved in impacting sales figures that makes it easy to gain control over sales.
  • Managing and reviewing of forecast is available to the user and each member involved in a given project within a single worksheet.
  • Assigning quotas, making analysis with regard to individual performance and adjusting individual forecast done through automated process.
  • The software has the capability to track customer activities.
  • For managers different reports are ready to view for better focus on important tasks.
  • The best thing about this software is that the software enables in providing forecast to entire team.
  • Managing and reviewing forecasts related to entire team too is yet another advantage of this software.
  • Real-time graphical view depicting all the possible scenarios enables in making the right choices for sales.
  • Quotas and forecasts for the entire team are available for the managers for a better decision-making process.

Pipeline Management

  • Intuitive pipeline management is yet another feature that enables in rendering different reports with regard to different time periods for better planning.
  • Utilizing opportunity records that allow the user to choose between numerous forecast for near future predictions with relation to quota.
  • Addition and subtraction of opportunities is possible within the records for rendering results.

All the operations done automatically within the software undoubtedly gives a good forecast for sales potential. However, working within the numerous features and editing records is always not that easy, for this purpose we at Fixfin Technologies Pvt. Ltd. provide full support. Our team of experts are always ready with solutions and technical help.

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