Overall Satisfaction
- It gives you the ability to see where your pipeline was in the past and compare to how it is now. You can set queries that will allow you to show at risk deals, committed deals, etc.
- This gives much better visibility for management to coach.
- Writing the queries takes some skill. The wizard will walk you through it but it will take some time to learn.
- Since it is outside of Salesforce, adoption is harder to drive.
- Helps push deals through faster by giving better visibility. As far as a actual dollar amount I am unsure.
Product Usage
20 - Sales Management
Sales Reps
Sales Operations
Professional Services
Sales Reps
Sales Operations
Professional Services
3 - We have 3 admins for the product. However it is Salesforce admins that do this, so they are not dedicated full-time to the product.
- This product is used in many ways. The Executive Vice President uses it to show pipeline. (What is in play, what has closed, what has pushed etc.) This is used to talk with his VP's.
- The VP's use it for pipeline review with their sales team. Showing forecasted deals, deals at risk, pushed deals etc.
- Opps uses it to show trending for more accurate forecasting as well as automated reports that are sent out to other area's in the org for better visibility of what is in the works.
Evaluation and Selection
C9 is used for showing trending of Salesforce information. It takes a snapshot of data everyday and allows you to show the trending from times you select.
We previously did this using Analytic Snapshots from Salesforce.
We previously did this using Analytic Snapshots from Salesforce.
I was not around when the software was purchased.
Implementation
Training
- In-person training
Configuration
All dashboards , queries, reports and bookmarks are custom created to fit your organizational need. There are many things that are canned but can be customized.
Support
No - We did, but have admins at our company capable of customization.
Usability
Reliability
Integration
- Salesforce
Very easy.
Vendor Relationship
I was not involved in this process.