C9 Analytics for Pipeline Management
Overall Satisfaction
Pros
- Pipeline management/ pipeline analytics: C9 is great for understanding changes in the pipeline. For example, comparing the sales pipeline today with with where it was at the beginning of the quarter.
- It also works very well for quota attainment visibility. We can easily set and track sales quotas for individual reps and for sales manager roll-up quotas.
- The product also offers some forecasting capabilities which we are not using yet, so I cannot comment on how strong these features are.
Cons
- Platform stability: We have been experiencing outages once or twice a quarter where the system goes down completely for differing lengths of time. This has been a significant issue.
- Data issues: We currently sync with Salesforce four times per day. However, there have been times where the data is not correct - it does not show the data from the latest sync.
- The data is not live. Since there are multiple syncs with Salesforce, we do not have access to real-time data. We could have the system sync more frequently, but there is a cost associated with this.
- The product provides a single source for pipeline and forecast data and has scaled well with our organization. We have grown from 10 sales reps to 100 reps and we really needed a tool to to manage data and do roll-ups etc.
- It's also important to provide senior management visibility into the pipeline, and the tool works well for this.
Comments
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