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Vortini

Vortini

Overview

What is Vortini?

Vortini is an analytics solution for sales forecasting and business insight. Vortini offers real-time CRM and ERP integration, customizable dashboards, alerts and warnings, built-in forecasting processes, multi-currency support and more. The vendor’s value proposition is that Vortini adds a layer…

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Pricing

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What is Vortini?

Vortini is an analytics solution for sales forecasting and business insight. Vortini offers real-time CRM and ERP integration, customizable dashboards, alerts and warnings, built-in forecasting processes, multi-currency support and more. The vendor’s value proposition is that Vortini adds a…

Entry-level set up fee?

  • Setup fee required

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Details

What is Vortini?

Vortini is an analytics solution for sales forecasting and business insight. Vortini offers real-time CRM and ERP integration, customizable dashboards, alerts and warnings, built-in forecasting processes, multi-currency support and more. The vendor’s value proposition is that Vortini adds a layer of forecasting intelligence to Salesforce® in a way that is natural for reps and execs alike.

Vortini features include:

  • Multi-currency and multi-period sales analysis and sales forecasting
  • Financial forecast
  • Sales history recreation
  • Financial and sales forecast
  • Custom organizational structure
  • Forecast summary using revenue schedules
  • Custom scorecards
  • Default forecast and suggested forecast models
  • Support for Salesforce custom attributes and data objects
  • Custom analytics and metrics
  • Sales forecast adjustment by attribute
  • Alternative reference dates and forecast amounts
  • Regional forecast process and calculation variation
  • Integration with other sources of data
  • Real-time sales analysis

Vortini Features

  • Supported: Advanced Sales Forecasting
  • Supported: Custom Sales Analytics
  • Supported: Smart Suggested Forecast and Off Track Warning System
  • Supported: Automated Rollup
  • Supported: Full Financial Forecast
  • Supported: Uncover Hidden Salesforce Data
  • Supported: Combine Multiple CRM Instances
  • Supported: Mine Data to Highlight Bad Data in the CRM

Vortini Screenshots

Screenshot of Sales Dashboard--Customizable dashboard so you only see what your business needs to monitor.Screenshot of Sales Forecasting Dashboard for Reps--Understand all the opportunities for the forecast, fill it in, and submit it to management from a single dashboard.Screenshot of Opportunity Heat Map--Monitor the state of an opportunity, and its probability of closing.Screenshot of Opportunity Ticker--Track and monitor any changes to an opportunity, this is data that is normally hidden in the CRM.Screenshot of Track Amount-Won--Once the forecast is submitted, management must still track the forecast to make sure it's going to successfully close. Understand where the team is today, and where they need to be to meet the forecast commitment.

Vortini Video

Learn why Vortini was named Recommended Sales Tech of the Week by Smart Selling Tools.

Vortini Integrations

Vortini Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android, Mobile Web
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