Adoptez les Forecasts!

Pourquoi et comment adopter les Forecasts Salesforce dans votre entreprise?

Anne   |  27 Février 2020
Adoptez les Forecasts!


Bien au-delà d’un simple besoin, le paramétrage de l’objet “Forecast” ou encore communément appelé “Prévision” est devenu un essentiel pour toutes les entreprises qui souhaitent optimiser l’organisation de leurs équipes commerciales. 


Fixer des KPIs est évidemment primordial mais pourquoi uniquement se limiter aux résultats et performances “en cours” ou “réalisées” de vos commerciaux? Voyez plus grand, voyez plus loin, en osant redéfinir votre façon de calculer votre ROI en intégrant les Forecasts à vos KPIs. Adopter les prévisions c’est opter pour l’anticipation. 


Les Forecasts sont totalement personnalisables - que ce soit par paramétrage ou développement - et vous permettront d’avoir une vision Kanban, succincte mais aussi déroulante donc plus précise des ventes de chaque commercial/ADV appartenant à chacune de vos équipes. Qu’elles soient divisées par territoire, produit ou opportunité.


Que vous souhaitiez une vue trimestrielle, semestrielle ou annuelle vous pourrez grâce aux prévisions prioriser vos opportunités et concentrer vos efforts sur celles à plus fort potentiel.

La prise en compte de plusieurs devises est un atout de plus des forecasts salesforce pour l’étude des actions à venir sur vos opportunités internationales. 


Les commissions sont aussi un pendant des prévisions. Nous savons combien la gestion des commissions est propre à chaque organisation. Chez JL Consulting, nous sommes en mesure de vous créer une application de commissions totalement personnalisée et synchronisée avec votre objet prévisions. 


Pour une introduction interactive sur le sujet découvrez notre tutoriel vidéo forecasts et n'hésitez pas à nous contacter pour toute demande d’information ou expression de besoin. 


Vous connaissez notre devise; donnez du sens à vos données! 


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