Improve Sales Efficiency and Achieve Performance Targets

Sales Forecast

The intelligent sales forecast of Luyun CRM customer management system helps salespeople to solve the problem of predicting the transaction rate of business opportunities to a large extent. It assigns a score to each opportunity and lead, indicating the likelihood of successful conversion, so salespeople can quickly determine priorities and allocate resources and energy to maximize personal performance goals.

Predicting Potential Transaction Success

Through multiple forecasts, compare the sales forecast value with the actual value, record the forecast accuracy of the sales department. Through repeated meetings and summaries, change the forecast habit of the sales staff, form a unified forecast standard and cognition, increase the credibility of the forecast results of the sales staff, and improve the accuracy of sales forecast.

Forecast Sales Opportunity Development

Evaluating sales activity quality and quantity, predicting future trends based on past performance and data in Luyun CRM, and then comparing trends with actual performance helps to understand what kind of impact each sales activity will have on sales results.



 

Forecast the Evolution Trend of Business opportunities

Predict and classify all business opportunities from a larger perspective. The business record is divided into three columns: business opportunities that may win, business opportunities that may lose, and business opportunities that are both possible. Segmenting based on progress makes it easier for salespeople to focus on the right lead.

Predicting Anomalies

These records are defined as “uptrend” or “downtrend” depending on the probability of winning or losing a trade.

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