Salesforce Pipeline Inspection for Better Sales Forecasting and Analytics
Close Sales Deals Successfully with the Assistance of Pipeline Inspection
Don’t wait for sales deals to fail! You can avoid that by choosing a Salesforce Sales Cloud feature, like Pipeline Inspection. It gives you full visibility of sales processes with predictions that can help you avoid risky deals. If this is something you need, get ready to join us in the article below.
We discuss Pipeline Inspection and how it can be used to optimize sales performance.
What Is Salesforce Pipeline Inspection?
It’s a feature used by sales professionals who work in Salesforce. Essentially, when Salesforce Pipeline Inspection is set up, it gives teams the power to view their complete sales pipeline in real-time. By doing so, sales reps can monitor and analyze their deals in more detail than ever before.
How Do I Get Salesforce Pipeline Inspection?
You would want to enable Pipeline Inspection in Salesforce so you can:
- Improve Pipeline Management Strategies
- Make Processes More Visible
- Access Complete Data to Support Sales Decisions
Pipeline Inspection in Salesforce for Sales Analytics Tasks
Here is a short guide for admins to quickly learn how to enable Pipeline Inspection in Salesforce to support sales teams:
- Go to Setup in Salesforce and use the Quick Find box to search for Pipeline Inspection. It should pop up under the Feature Settings.
- Now, switch the toggle “on” to enable Pipeline Inspection.
- There are also other Pipeline Inspection settings that you can go through and configure, such as custom views.
- Remember to also give colleagues who want to use Pipeline Inspection access by assigning permissions under Profiles.
- Now, you should be good to go!
Track Activity Metrics and Engagement
With Pipeline Inspection, sales teams can monitor how successful their interactions have been with leads and customers. And with this type of data, sales professionals can really dive into which activities are positively or negatively impacting deals in a sales pipeline. In this way, managers can also monitor the health of the pipeline and create strategies to improve the progression of deals.
Drive Predictable Revenue with Pipeline Inspection
One way of using Salesforce Pipeline Inspection is to predict business revenue. Managers use this tool to build trustworthy sales processes, and you can, too. Optimizing your sales process with Pipeline Inspection can give you a consistent workflow that yields revenue forecasting that is pretty accurate.
For example, Pipeline Inspection gives us visibility of:
- The Sales Pipeline
- Status of Deals
- Closing Dates of Deals
- The Value of Deals
This type of real-time data gives managers extensive insights into deals at every stage in the pipeline so that they can steer clear of risks.
Einstein Deal Insights: Predictions About Deal Progression
Before we wrap up this article, we cannot talk about sales without touching on Einstein Deal Insights. You can find it in the Einstein AI suite and it can be used for predictive analysis. With this AI offering from Salesforce, you will be able to pull insights from your data and track the progress of your sales deals.
Einstein Deal Insights is a step forward in incorporating artificial intelligence into your sales processes. With it, sales professionals can make objective decisions by forecasting the success of deals. They can also use Einstein Deal Insights to mark any points that could ruin the sales deal!
It’s a cool feature to investigate and consider using in your sales department.
Einstein Opportunity Scoring
Another feature found in the Salesforce AI suite is Einstein Opportunity Scoring. Sales professionals use it when they need to focus on opportunities. Essentially, this feature uses artificial intelligence to give scores to sales opportunities. By doing so, it tries to predict how successful an opportunity could be for a business.
Check it out if you need a solution that can predict the success of deals in a pipeline. To find out more about working with data and artificial intelligence, make sure to read our Salesforce Einstein Analytics article.
Wrapping Up Salesforce Pipeline Inspection for Sales Forecasting and Analytics
Thanks for reading our article on Pipeline Inspection. It’s a feature from Salesforce to support your entire sales team with forecasting the success of deals. We hope we have inspired you to focus on your sales processes and given you insights on how to optimize them with Salesforce.
If you are looking for other tools and features to extend Salesforce for custom sales tasks, we suggest Titan.
Our platform can make customers a priority while supporting sales professionals. We provide point-and-click solutions to build any web project or speed up any work process.
Frequently Asked Questions
Why is it important to inspect your pipeline constantly with Salesforce?
So that you can monitor your sales process and modify it to be more effective.
Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us.
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