Item: Aviso Insights
Rating: 9
Author: Katherine H.

Overall Satisfaction with Aviso Insights

Use Cases and Deployment Scope

We currently use Aviso for our Sales team, however, managers/executives from other departments have high level access to Aviso for visibility. We are currently using Aviso to forecast our opportunities while pulling data from Salesforce Forecast.

Pros and Cons

Pros

Predictions
Trending
Snapshots

Cons

Ease of onboarding
Realtime or quicker refresh time
Role level security / field level security

Return on Investment

Much more visibility than Salesforce Forecast
More predictions, trending and historical data than Salesforce. As Salesforce is not great for historical snapshots.

Alternatives Considered

Clari

We were using Aviso and were approached by Clari. We reviewed Clari and went through a POC but still decided to stay with Aviso due to their flexibility in working with the data from Salesforce. Clari required us to create specific fields within Salesforce in order to push the data into the application. Whereas with Aviso, it did not matter what Salesforce object the data was on, they were able to pull the data in to the application without any customization in Salesforce itself.

Other Software Used

Tableau Desktop, Hoopla

Likelihood to Recommend

Forecasting at all levels of the sales hierarchy. Managers/AEs are able to toggle opportunities in Aviso as "in Forecast" to report up to management/executives as to what opportunities make up their commit numbers. Aviso also does trending analysis where you can select two dates and compare the changes and flow of opportunities within the selected time periods.

Comments

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Forecasting with Ease in Aviso!