Resources

Guides
How to Close More Deals: A Step-By-Step Guide to Running AI-Driven Deal Reviews

Talking through strategy and next steps with reps is fundamental to closing deals. Yet, reps and leadership alike dread deal review meetings – and for good reason.

View the step-by-step workflow used by sales leaders to close more deals by leveraging data driven deal review meetings instead of intuition alone.

Forecasting Guide for Sales Leaders: AI-Driven Workflow for Delivering Accurate Forecasts

Is your forecasting process becoming increasingly complex and still being managed in a spreadsheet?

This guide is for you. We'll show you why high performing sales teams are ditching error prone spreadsheets and leveraging a simple AI-driven workflow to deliver accurate forecasts.

How to Conduct an AI-Driven Pipeline Review: A Step-by-Step Guide for Sales Leaders

Wondering what changed in your pipeline? We designed our Pipeline Change Analytics module to provide you with a smart, data-driven view of all changes to deal amounts and close dates. See the workflow being used by leading sales teams for pipeline reviews, and learn how you can eliminate spreadsheets, prevent deal slippage and improve win rates.

Painless Deal Reviews: 5 New Approaches to Improve Win Rates

Reps and managers alike report dreading the current deal review process - and for good reason. Download this guide to learn how leading edge sales sales are eliminating data prep. Learn how you can use AI-based smart selling signals to improve win rates.

Painless Forecast Management: 6 Best Practices to Drive Accuracy

Delivering accurate sales forecasts is difficult. The majority of sales teams still use CRM reports and spreadsheets — even when research shows that 90% of spreadsheets contain errors that can compromise forecasts. There is a better way. Download this guide to learn six new AI- driven best practices for consistently delivering a reliable forecast.

Painless Pipeline Reviews: 6 New Best Practices to Drive Revenue

When it comes to pipeline reviews the majority of sales teams are still using CRM reports and spreadsheets and relying on human intuition. The CRM-Spreadsheet method puts sales teams at risk of missing goals. There is a better way. Download this guide to learn six new AI-driven approaches to conducting pipeline reviews and driving revenue.

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Analyst Reports
Foundations of Accurate Sales Forecasting

This recently released research report from Sirius Decisions defines foundational forecast elements and presents scenarios demonstrating how these elements can help predict sales results. Areas of emphasis include opportunity amounts, sales stages, close dates and forecast categories.

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