POWERFUL PIPELINE REVIEWS FOR EXECS, MANAGERS, AND REPS

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“Perfect for pipeline review meetings and gives the sales managers an easy way to understand their sales team’s pipeline”

Overview

PIPELINE REVIEWS DESIGNED FOR SALES TEAMS USING SALESFORCE®

Take the Frustration Out of Managing Pipeline Review Meetings with Akoonu 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 the Salesforce Lightning Platform for full data security, rapid deployment and seamless integration with business process

Pipeline Views

IMMEDIATELY UNDERSTAND WHAT HAS CHANGED 

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 

EVALUATE PIPELINE 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
  • Assess pipeline for your entire organization, specific teams or at an individual level with views by organizational role or deal owner
  • Review key data for individual deals to gain deal context and spot areas of concern

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 every time you inspect the pipeline
  • Group and Filter based on opportunity fields, cross-object fields (i.e. from the Account or Owner), and even on Product fields
  • 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 other fields of your choosing

INSPECT AND EXECUTE DEALS BASED ON YOUR SALES PROCESS

Review Progress, Enforce Compliance, Coach Reps on What To Do Next. 

  • In Akoonu, everything is configurable to meet the needs of your business and sales process through the easy-to-use setup app
  • UI Components support your sales methodology, be it BANT, CHAMP, MEDDIC, other industry standard, or homegrown
  • Configurable Actions provide reps with the activities they need directly in Akoonu, keeping them focused on their pipeline in Salesforce

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 and Manager 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 Across Objects and by Product Details
  • Configurable Team Hierarchies
  • 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