Salesforce Forecasting and Forecast Coaching
Generate Sales Forecasts You Can Rely On
Implementing Salesforce is Only Part of the Challenge
You’ve implemented Salesforce. You may have had it for years. But the data is unreliable and your sales team’s usage of Salesforce varies considerably.
Some of the team are great at adding Opportunities and others, whilst great salespeople, are terrible at admin or just don’t know how to use Salesforce.
The consequence of this is poor data quality and, ultimately, unreliable forecasting. Not being able to produce a reliable sales forecast makes it near impossible to track against revenue targets.
If you carry responsibility for the revenue target, not knowing your progress makes it difficult to achieve.
Implementing Salesforce is Only Part of the Challenge
You’ve implemented Salesforce. You may have had it for years. But the data is unreliable and your sales team’s usage of Salesforce varies considerably.
Some of the team are great at adding Opportunities and others, whilst great salespeople, are terrible at admin or just don’t know how to use Salesforce.
The consequence of this is poor data quality and, ultimately, unreliable forecasting. Not being able to produce a reliable sales forecast makes it near impossible to track against revenue targets.
If you carry responsibility for the revenue target, not knowing your progress makes it difficult to achieve.
Your Personal Trainer for Salesforce
Almost all Salesforce editions have forecasting tools, but they’re rarely understood or used appropriately.
We help clients leverage these tools effectively and support their team through our coaching program, which includes regular 1:2:1 sessions with your team to rationalise and ensure data added to Salesforce is accurate; group forecast reviews and adhoc training to ensure your team is clear on processes and what is expected of them.
Think of us as your Personal Trainer for Salesforce. We'll do what it takes to make sure your data is in top condition and your forecasts are at peak performance!
Your Personal Trainer for Salesforce
Almost all Salesforce editions have forecasting tools, but they’re rarely understood or used appropriately.
We help clients leverage these tools effectively and support their team through our coaching program, which includes regular 1:2:1 sessions with your team to rationalise and ensure data added to Salesforce is accurate; group forecast reviews and adhoc training to ensure your team is clear on processes and what is expected of them.
Think of us as your Personal Trainer for Salesforce. We'll do what it takes to make sure your data is in top condition and your forecasts are at peak performance!
We'll deliver...
We'll support your Sales Team with private 1:2:1 sessions to ensure they're comfortable using Salesforce, understand what is expected of them and are maintaining good data quality
If required, we'll host regular Forecast group sessions, so that the Team are aligned and clear on performance against target
Our Coaching service is a business-led service, but as technical experts, we'll support and make any changes to your Salesforce instance that are required to help you take your performance to the next level
We'll deliver...
We'll support your Sales Team with private 1:2:1 sessions to ensure they're comfortable using Salesforce, understand what is expected of them and are maintaining good data quality
If required, we'll host regular Forecast group sessions, so that the Team are aligned and clear on performance against target
Our Coaching service is a business-led service, but as technical experts, we'll support and make any changes to your Salesforce instance that are required to help you take your performance to the next level
Book a no obligation discovery call
Set up a call with us and we'll be happy to discuss your requirements!
Check out our verified reviews on Salesforce AppExchange...
Appdraft helped us with a review of Sales Cloud to help us resolve some of the glitches we were experiencing with an integration, to build automation to assist with managing opportunities and to optimise our user experience. We're retaining Appdraft for support and find them really responsive as issues arise. They have a real understanding of the sales process, as well as the technology.
Realyse
Residential property data & analytics experts
Product Implementation - Satisfaction Rating: 4.89 out of 5
Just Digital Marketplace
Disrupter in the debt enforcement industry
Appdraft has guided us through our CRM implementation from start to finish - helping us understand what's possible, constructively challenging the way we worked with our old system and making helpful suggestions to get us up and running. Working with Appdraft as a partner has definitely helped us get value from our investment in Salesforce.
Castle Microwave
UK leading supplier of radio frequency electronics
We are a small business, using sales force for the first time. Adam was able to support us with data migration from our old CRM system - he was extremely helpful, always contactable and happy to fit in around our timescales in order to mitigate any operational disruption whilst we switched systems
The Wellbeing Project
Leading corporate wellbeing consultancy
Appdraft has the knowledge that we as a business don't. They develop for the long term and ensure a workable outcome for the longevity of the business needs. There is much more we can do with Adam moving forward. One step at a time we are evolving and i definitely see him as my go to SF Guru, thank goodness we found him! Highly recommended!
Pure PCB
Leading supplier and manufacturer of Printed Circuit Boards
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Call: 020 3858 0040
Email: [email protected]
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© Appdraft 2024
Appdraft Limited is registered in England under company number 11696760 at 128 City Road, London, EC1V 2NX
PARTNERS/ACCREDITATION
CONTACT US
Call: 020 3858 0040
Email: [email protected]
FIND US ON
© Appdraft 2024
Appdraft Limited is registered in England under company number 11696760 at 128 City Road, London, EC1V 2NX