Seller's lack of CRM engagement and intentional or unintentional biases causes deals to slip and missed forecasts.
At BoostUp.ai we believe there are 4 dimensions for forecast risk which if managed well can result in both accuracy as well as higher attainment --
But the digital markers of these health and risk markers are not in the CRM. They are buried in seller’s inboxes, email content, call recordings, transcripts, calendars, slack, content engagement and such.
BoostUp.ai is pre-integrated with Office365, GSuite, Salesforce & conference solutions like Zoom/Webex. Our solution scans the conversations & relationships in these channels, indexes & summarizes the digital markers of deal heath & empowers sales leaders with an automated score card for each deal, pipeline and forecast.
Customers can customize the health models, risk factors and get alerts as forecasted deals start deviating from their ideal path.