AI Sales Forecasting
Salesforce | 2021
Drove E2E 5year experience strategy on L2+ sales leader needs - worked with product lead to pitch the AI offering with senior exectives. Developed data visualization patterns and advanced table interaction patterns.
Company:
Salesforce
Role:
Senior Product Designer
Year:
2020 - 2021
Challenge
AI sales analytics capbilities are key needs to sales manager users. As a sales manager, 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 allow sales leaders to 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%
