Advizor - SalesAdvizor
You’ve got 10 weeks left in the quarter, and you worry whether your team will meet its sales targets. You think that some of your reps may be under-performing, but you need some analysis to understand how to help them.
- Are the deals too small?
- Are some of them stuck in a stage?
- Are too many of them low probability?
- Are our partners being leveraged effectively?
- Which demand activities are driving the better deals?
SalesAdvizor is ideal for anybody who wants to look under the covers and understand their sales pipeline. It is a really easy multi-dimensional query tool that comes ready to go – just click on a simple desktop icon to begin. Login in with your Salesforce credentials and your pipeline data is automatically loaded into a predefined interactive dashboard. Dashboards run on your desktop so you can conduct your analysis anywhere, such as in your office or on your plane trip from Chicago to San Francisco. Work offline or online. Plus, you can create a snapshot and save the results for viewing later.
With SalesAdvizor you conduct analysis by sweeping your mouse across the items in the lists and graphs that you are interested in. You are free to examine any combination of items that you want -- ANY. You analyse through an interactive dashboard. With your mouse you can isolate, for example, your highest probability deals. You can isolate the pipeline for this quarter of each of your sales reps. Drill into your small deals, your big deals, what your channel partners are selling, where leads are coming from, etc. - all with the sweep of a mouse.
Need a presentation for management? Export your visual analysis into PowerPoint, Excel, Word, or PDF - all with a click of the mouse. Want to add another dashboard or bring in other data? SalesAdvizor includes a full authoring environment (Analyst Office) that lets you add other dimensions, add other dashboard pages, and build any other dashboard that you want. 100% point-and-click. No programming, no fancy set-up.
Instant Answers. SalesAdvizor comes with a preconfigured dashboard for the things that are most important – timing and probability, total amount, expected amount, channels and influences, details, and rep performance. Select what you want, and see the answers.
No Setup. There is no set-up time with SalesAdvizor. You simply click on the SalesAdvizor icon on your desktop and start analyzing.
Offline Freedom. Work online or offline. Explore, analyze, create presentations; create historical snapshots - point and click - any time, anywhere.
Easy to Use. Get started in minutes. 100% point-and-click, wizard guided. No need to configure reports or fiddle with pre configuring data.
Share Results. No more late nights trying to get your results into a PowerPoint graph. Do it in two clicks with SalesAdvizor. Easily share dashboards and insights to other SalesAdvizor subscribers, or via MS Office, PDF and web pages. Quickly zero in on what really matters and export that data to Excel and other data stores.
Display. Great display using our suite of 15 charts. Includes: bar chart, pie chart, line chart, data sheet, summary sheet, text filter, scatterplot, heat map, map, histogram, multiscape, parabox, data constellation, time table and counts.
Visual Discovery™. Full visual discovery capability for multi-dimensioned slice & dice analysis. Includes linking of colours across charts, setting of colour to any dimension, linking of selection across charts, filtering, animation and interactive brush-up labelling
Analysis Aids. Enhance your analysis with ADVIZOR's unique analysis aides. Including Bookmarks, Colour Workshop, Data Workshop, Expression Builder, Hierarchy Wizard, Filters, Template Library, Date Parser, Chart Property Explorer and Navigation Panes.
Data Connections. A wizard driven access to a variety of data stores. Import one table or many. Use the link wizard to link and join data from: Salesforce.com, Microsoft Excel, Text Files, and Microsoft Access
Not Just Pre-Set Dashboards. With SalesAdvizor, you are not limited to a set of pre-set dashboards. You can modify dashboards on the fly or create new dashboards - all point and click.
Microsoft Windows XP or Windows 2000
512 MB Ram recommended
1 GHz processor recommended
AppExchange Approved: ADVIZOR Solutions are an AppExchange partner. SalesAdvizor is a Windows client application that streams your salesforce.com data to a dashboard that runs in client memory. SalesAdvizor has passed all AppExchange reviews and is certified to protect your sales data.
Instant Answers – 6 Preset, Interactive and Linked Dashboard Pages (3 of which are shown here)
Total and Expected Revenue
Channels and Influences