Lead Scoring & List of Opportunities – Qymatix Sales Analytics Software

In the List tab of the sales pipeline view, you can access a list of all your sales planes, with the specific actions or activities associated with them. With the help of artificial intelligence, Qymatix predictive sales analytics notifies you when a plan becomes “hot” and requires attention. This advanced algorithm considers several dimensions to predict the outcome of a project, such as the chances of the sales plan, how old it is, and the sales cycle of your customer.

add-sales-plan-analytics

From this view, you can add new sales plans in your pipeline or sales funnel. If your integration allows it, sales plan will automatically harvest and updated into your CRM. Otherwise, you can use Qymatix as your intelligent CRM.

Qymatix Expert Tip: If it is not planned, it will probably never happen.

In the list tab of the sales plans view, you can track each of your team’s sales plans, their chances, and status. You should discuss with your Key Account Manager what are the chances of each plan. Your Key Account Managers or sales reps can give you their input. You can decide whether you want to stop the plan, gather more information or go ahead.

In sales planning, still, nothing beats a well-organized sales calendar. In the calendar tab of the sales activities view, you can view all the sales activities, identify by colours. From here you can edit them, add new or delete the actions no longer needed.

From this view, you can list your sales actions, add a new one by clicking on a day and edit them (just click on them).

  • This online manual reflects the functionality of Qymatix Predictive Sales SaaS version 0.5.0. Variations may occur with more advanced versions of the tool.
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