Name: Sales Analytics and Forecasting for Large Companies: Smart Selling Tools Review of Vortini
Uploaded: 2017-11-05T17:17:16.000Z
Duration: 3 min 37 s
Description: Learn why Vortini was named Recommended Sales Tech of the Week by Smart Selling Tools.

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Vortini

Forecasting/Analytics applications for sales teams. Includes reports and dashboards, self-service analytics and  a forecasting engine to drive sales performance.

Sales Forecasting

Sales Dashboard--Customizable dashboard so you only see what your business needs to monitor.

Sales Forecasting Dashboard for Reps--Understand all the opportunities for the forecast, fill it in, and submit it to management from a single dashboard.

Opportunity Heat Map--Monitor the state of an opportunity, and its probability of closing.

Opportunity Ticker--Track and monitor any changes to an opportunity, this is data that is normally hidden in the CRM.

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 provides a sales forecasting application that is designed to increase accuracy while reducing the time and effort associated with sales forecasting. 

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

Sales Analytics and Forecasting for Large Companies: Smart Selling Tools Review of Vortini

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Hi it’s Nancy Nardin of Smart Selling Tools and today I’ll be talking about Vortini.

Vortini does two things – together, those two things can relieve the headache that Sales Ops, and Sales Leaders, inevitably suffer from:

1. Configuring reports, and manipulating spreadsheets just to get a basic understanding of the business. Vortini is for anyone whose job depends on really understanding the business, at any point in time, and from every angle. 

2. compiling forecasts and not knowing whether you’ve settled on the right top-line forecast number – which, if you haven’t, leads to missed forecasts - which then leads to bad things like drops in stock price, budget freezes, and lost jobs. If yours is a large, geographically dispersed operation, the risks and ramifications are that much 

Let me answer a few questions up front and then I’ll show you a little of the solution.

Who is Vortini’s solution for?
Large organizations, with geographically dispersed operations both of which make analytics and forecasting highly complex. If you’re large enough that you’re experiencing M&A activities or Sales Re-orgs. It’s for you. 

And within the organization, it’s for Sales Ops who are responsible for analytics and for Sales leaders and salespeople who need to run and assess the forecast.

Vortini’s application covers everything from tracking & explaining your original targets (quotas) to actual revenue booked and the make-up,  and to the most current forecast detailing the journey: how you’ll get there and what’s changes along the way.

The analytics dashboard allows you to view the business by region, by product, and by financial period.

It presents your salesperson with a compiled forecast table that’s ready for them to review and adjust. After it’s submitted, the sales manager goes through the same process during which, she has access to the forecast make-up and history for her entire team.

Great, what happens after you submit the number? From that point on, the big question is whether you’re going to hit it. The events dashboard will show you significant changes to the forecast- which deals are being lost and won, what new deals are being added, whether any dates or amounts were changed. You can see whether the forecast is still credible and mitigate risks before deals are lost.

Set up your org structure for how the forecast gets pushed up through the organization and the level of detail you want to see.
To sum it up, Vortini gives Sales Ops, Sales Leaders and salespeople at large, complex organizations a Cradle to Grave view of the forecast throughout the quarter.

It can keep you from missing your forecast, giving you key business analytics along the way. It’s for those reasons and more, we’ve named Vortini, our Recommended Sales Technology of the Week.

Sales Forecasting Features

Tools and features to better inform future sales.

Sales Benchmarking

Forecast sales and compare to company or industry benchmarks.

Quick Dashboard/Forecast

Sales Visuals

Sales Forecast Templates

Pre-built templates for forecast reports.

Sales Forecasting Factors

Multivariate forecasting algorithms that allow users to adjust the factors that influence projections.

Sales Forecast Review

Tracks forecast accuracy/model fit and confidence.

Sales Forecasting Management

Ability to manage models and assumptions based on forecast reviews.

Custom Forecast Models

Allows for granular control over the forecasting approach.

Record of Previous Sales Forecasts

Record of previous forecasts/audit trail.

Sales Forecast Collaboration:

Allows users to collaborate on sales forecasts. For example, different users may access, comment on and adjust forecasts.

CRM Data Import

Import historical data from CRM systems and other sales software.

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