Sales Forecasting with LeadMaster

Sales forecasting is as much an art as it is a science.  After all the sales forecast is trying to predict the future.  No matter how hard we try to quantify the future we can only get close.  But close is better than a crystal ball.

Sales forecasting is as much an art as it is a science.

Sales forecasting is as much an art as it is a science.

Fortunately LeadMaster has tools to help.  When it comes to sales forecasts, one way to predict the future is to examine the past.  The LeadMaster Sales Force Automation system makes it is easy to pull up historical data.  Accurate sales forecasting requires analysis by sales person, by territory, by customer segment, by product, by partner, by service etc. You’ll find all this and more with LeadMaster.

An accurate sales forecast also requires the input from the sales team.  LeadMaster makes it easy for the sales team to update their sales forecast.  All of their accounts and opportunities are in the system so all they have to do is use pull down menus to update the status and plug in the dollar value of the opportunity.

Sales Rep Forecasts are quick and easy with LeadMaster

Sales Rep Forecasts are quick and easy with LeadMaster

  1. Choose the forecast report either from the shortcut on the home page or the reports menu,
  2. Use the drop down menus to update the forecast date, opportunity, opportunity value, win probability, sales status and sales stage. (the sales status and sales stage are user definable so no matter how you define your sales process LeadMaster works).
  3. Click submit and you’re finished.
Sales reps and sales managers can update their forecasts in minutes.  Do you need to put the forecast in a presentation?  No problem, you can download it in an Excel format and work with it on your desktop.
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The all-in-one solution for managing leads and customer relationships, automating marketing, email marketing, call center and inside sales.
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