Managing your sales funnel with updated account activity and probabilities
January 30, 2017

Managing your sales funnel with updated account activity and probabilities

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with QuickBase

We use QuickBase as our sales funnel management software. It is being used by sales, marketing and manufacturing. From the database we can track sales activities by account, market and customer - providing us with a view on what our quarterly bookings are relative to the quotas set, as well as what configurations we will need to build in manufacturing. It is also our tool to track our progress on strategic growth initiatives relative to products, markets and applications. This is a global tool so, we also segment information by regions of the world.

When we bring on new sales people, it's the basis for understanding historical activities within existing accounts.
  • provides historical contact /activity information by account, territory, market, application, sales person
  • used as a quarterly forecasting tool, segmented by probability of closing in current quarter and where each identified opportunity is in the sales process
  • provides manufacturing with visibility on the different products and configurations that they will need to build for each quarter
  • Getting information into the database while on the road is not as convenient as sales people would like - perhaps providing better linkage to what can be done on a tablet or the iPhone.
  • Our setup today is limited to a current quarter's view of the sales funnel.
  • Creating new reports is not as intuitive as we'd like.
  • An app that works well on an iPhone to allow us to update and view the information.
As mentioned previously, we currently use this for one main application - haven't thought about expanding it into other departments/applications.
QuickBase is not as powerful as but a better value for us today, given the challenge we have in getting sales people to enter the information we need in a timely fashion.
The majority of the time, we've relied on IT to help us create the different applications.
  • Improving our ability to drive insights from our data
  • Improving collaboration across one or more teams
  • Building and deploying an application (or multiple applications) that meets our exact needs
As our markets had changed, we needed to update the database with new fields that provided the new segmentation we needed - this change was easily accomplished and likewise, to update the existing information with this new field was easy.
Sales forecasting is where we use it for the most. [We would] like to better understand what we can do to structure it for global account management or activity by market/applications.