Pipeline Management

H helps you seamlessly and accurately manage your pipeline, to grow your revenues rapidly and predictably.

Transparent Access to Powerful Insights Derived Directly from your Pipeline Data

H will:

  • Set up your CRM with the appropriate stages for your sales process.
  • Ensure clean CRM data with only complete and relevant prospect records.
  • Offer sophisticated pipeline management tools including:
    • Executive-level summaries
    • Working views
    • Full drill-down capabilities
    • Easy transitions between multiple timeframes
    • Automated reporting

Performance Management

H helps you keep your finger on the pulse of your sales organization and quickly identify areas for improvement.

Use Key Performance Indicators to Manage the Performance of your Sales Team

H will:

  • Translate your corporate objectives down to the individual level.
  • Identify opportunities for improvement.
  • Compare the performance of your team to targets and past periods.
  • Offer powerful performance management tools, including:
    • Sophisticated sales dashboards
    • Trending charts
    • Dynamic drill-downs

‘Alerts’ on main dashboard to highlight movement for key metrics with configurable thresholds:

‘Drill Down’ to trend analysis to view any metric over multiple time frames by group or by sales rep:

Revenue Forecasting

Our automated forecasting algorithm builds on our powerful pipeline management capabilities to accurately predict future revenues.

H delivers a rock-solid revenue forecasting to fuel your strategic plans

H will:

  • Utilize real-time pipeline data to ensure forecasting accuracy.
  • Offer alerts and analysis to promote proactivity.