POWERFUL PIPELINE REVIEWS FOR EXECS, MANAGERS, AND REPS

Native in Salesforce, Free on the AppExchange

 

Overview

PIPELINE REVIEWS DESIGNED FOR SALES TEAMS USING SALESFORCE®

Take the Frustration Out of Managing Pipeline Review Meetings with AkoonuTM for Pipeline Reviews

  • Easily give every sales team member the right level of visibility to encourage accountability and pipeline data integrity
  • Immediately increase productivity for everyone with intuitive pipeline views, roll-ups and status indicators on opportunities
  • Natively developed on Salesforce App Cloud for full data security, rapid deployment and seamless integration with business process
Pipeline Reviews with Akoonu in Salesforce

Pipeline Views

IMMEDIATELY UNDERSTAND WHAT HAS CHANGED IN THE PIPELINE FLOW VIEW

Stop the Guessing.  No More Fire Drills. Immediately Know ‘What’s Happened’ Since Last Time

  • Quickly see how deals have flowed into and out of your pipeline, including New Deals, Wins, Losses, Pushes and more
  • Summary calculations show the change in total value, with all the underlying data that adds up to the net result
  • Quickly drill down to the individual deals to inspect how they each changed without dozens of windows, tabs, and clicks 
Instantly Inspect the Strength of Your Pipeline by Sales Stage
Improve pipeline reviews and instantly see key status indicators to assess pipeline health
EVALUATE PIPELINE HEALTH FROM TOP TO BOTTOM IN ONE VIEW
Spend Less Time on Preparation and Gain Greater Insight Before Pipeline Reviews
  • Use visual cues alongside numeric values to weigh pipeline risk across deal factors including number of deals, deal values, status and timing
  • Review key data for individual deals to gain deal context and spot areas of concern
  • Assess pipeline health for your entire organization, specific teams or at an individual level with views by organizational role or deal owner

REVIEWING YOUR PIPELINE WITH YOUR TEAM OR BY YOURSELF HAS NEVER BEEN MORE EFFICIENT

View the Deals, Update the Data, Define Next Steps.  Done.

  • Powerful list views let you view the pipeline just how you like to do so, using filters, grouping options, roles and users, and custom expressions.  Save your views to reuse everytime you inspect the pipeline
  • Dynamic summary and subtotal information alleviate the need for custom dashboards and reports 
  • Instantly update the deals through inline editing of the standard deal data, and also configurable fields of your choosing
  • Take action by defining Next Steps and directly adding Tasks to the opportunities
Instantly Inspect the Strength of Your Pipeline by Sales Stage
Improve pipeline reviews and instantly see key status indicators to assess pipeline health

TRACK -AND MANAGE DEALS THROUGH THE SALES STAGES USING THE ENHANCED KANBAN VIEW

Instantly Inspect the Strength of Your Pipeline by Sales Stage

  • Analyze the number and value of deals quickly by sales stage for any level of your organization, by role or individual deal owner
  • Filter pipeline views to easily narrow down pipelines by deal type or forecast category
  • Examine deal progress and update data for individual deals by hovering over the deal

Key Capabilities

BUILT FOR ENTERPRISE SELLING

Get started in moments, with out of the box support for:

  • Multi-Currency organizations
  • Customized Sales Stages and Forecast Categories
  • Opportunity Record Types
  • Role Hierarchies
  • Customized Fiscal Years

REVIEW YOUR DEALS AND YOUR PIPELINE IN YOUR WAY

Configuration and customization options include:

  • Custom Group By Options
  • Configurable Fields, including Custom Amount fields
  • Group Deals by Product and Product Families
  • Group Deals by Opportunity Contact Lead Sources
  • Custom Filter Expressions 

Pipeline Reviews

Focused and efficient pipeline reviews with configurable views
CONDUCT PIPELINE REVIEW MEETINGS WITH FOCUS AND EFFICIENCY
Keep Participants on Topic and Meetings Productive with Structured Pipeline Reviews
  • Develop and save the pipeline list views you will use to run your meetings
  • Drive data integrity and improved compliance with inline editing that enables in-the-moment updates and accountabilty to process
  • Avoid unfocused deal discussions and painful Q&A sessions with instant access to key data and next steps for deals