Account Executive Experience
Richard Kersten | TrustRadius Reviewer
August 21, 2018

Account Executive Experience

Score 10 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Predictive Pipeline

Predictive Pipeline was being used by our sales team. This helped us move from working "old school" to a new up to speed clean system. The biggest thing it did was eliminate our use of spreadsheets. From here, we were able to have more visibility and clarity into our pipeline. This helped me strategically plan which account needed what and when that was to be done. Overall, the biggest thing for us was clarity and visibility.
  • Helps forecast your pipeline for you. Overall, this makes your planning and day-to-day tasks much easier.
  • You get to focus more on your pipeline due to it being easier to deal with and operate. This allows for strategic sales planning, which is vital for an organization.
  • You can determine what deals need to be saved, as well as risky deals that could hurt your pipeline.
  • You can look at what's changed in your pipeline and why that changed. This will allow you to grow as a sales professional.
  • Small kinks that need to be worked out. This is natural for a feature that is fairly new.
  • Many cold deals have become hot
  • We don't lose track of customers any more
  • We have the ability to track and monitor when we contacted a customer.
Zoho CRM is less up to speed and much more out of date. The support at Predictive Pipeline have been very helpful during the initial roll out face. Overall I was very happy!
Well suited for companies using Excel Sheets and out of date systems. Great for startup companies that need clarity and visibility within their sales team. Finally, perfect for new and young sales professionals.