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πŸ† Increase Revenue & Forecast Accuracy with Deals & Org-Charts
πŸ† Increase Revenue & Forecast Accuracy with Deals & Org-Charts

Use deals in vizrm to improve forecast accuracy and identify new opportunities

Markus Meier avatar
Written by Markus Meier
Updated over a week ago

Activating deals in vizrm allows you to improve forecast accuracy and identify new opportunities in your accounts.

With the integration of deals from your CRM into vizrm, you can easily filter your accounts' org charts by individual sales opportunity, showing you exactly who in the organization is included in a deal and who is not.

Highly valuable use cases

  1. Qualify your deals: Have you involved all the necessary decision makers, influencers and approvers in this particular deal? Once the full buying committee is identified for the deal, you can further use the quick views for activities to identify where action is needed to protect your position in the deal.

  2. Identify new opportunities: reviewing the coverage of the organizational chart by deals allows to identify areas of the organization where no sales activities are planned or forecasted. These new opportunities will allow you to boost your pipeline!

  3. Find the gems: Run a heat-map report that summarizes the values of all open deals a person is related to on the chart, thereby giving you a fast overview of the most focal & valuable contacts in the account.

Learn more about deals here and upgrade to vizrm business today to gain advanced insights into your customers.

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