AI Sales Forecasting
Salesforce | 2021
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Company:
Salesforce
Role:
Senior Product Designer
Year:
2020 - 2021
Challenge
AI sales analytics capbilities are key needs to sales manager users. As a sale maager, it is important to know questions such as "what is the confidence level if my team will meet the quota" "How much should I commit" "Do we have enough deals in pipeline". The key challenge is to provide a realtime AI sales forecasting solution to improve time to idenifty tasks and access forecasting #.
Objective
Integrated AI Sales Analytics for Revenue forecasting that streamline allow Sales managers conduct forecasting and team coaching.
Results
Avg Time on Accessing Forecast (sec): -55% | #Tasks on Identifying Deals at Risk: - 80% | #Tasks on Manual Adjust: -67%
