Playbook design for a visual workflow, and earned value

Better Funnel Management

Sales Playbooks can easily be built into SmartFunnel for your B2C or B2B sales, based on the critical elements of your customer’s buy cycles. With SmartFunnel you have more granularity than any other CRM solution to plan stages of progress, lead your buyers toward closing success factors, and monitor depth of customer engagement in the buy cycle. This 3-dimensional approach drives our weighting algorithm, giving a much more accurate “earned value” for each deal. Meanwhile, SmartFunnel provides high level funnel summary reports – in real time.

SmartFunnel has an intuitive click-to-advance interface to monitor opportunity progress, portray earned value, and suggest areas needing attention. This visual interface provides a heat map using colors to draw attention where needed. The opportunity summary is also available in multiple formats – as a Sales Pipeline (6 months) or as a Sales Planning grid (12-36 months).


Know Where You Stand

Deal Stage Progress
Define your Deal types to support progress, step-by-step.

Once SmartFunnel starts logging sales activities, it analyzes and adjusts the earned value the deal represents. Every update you make that takes a deal further along through the stages, the deal’s value grows.

StageDef for Deal Types

Playbooks designed in a proven framework – for your business.

Create your own Playbooks with stage definitions for each of your Deal types. Both stages and sub-stages can be customized – and updated in seconds.

Know Where You Are Going

Other departments get view into sales forecasting

Generate a leading indicator with dashboard trend lines.

SmartFunnel’s dashboard includes trend lines on gross funnel value, alongside the weighted funnel value (“earned value”). These trends are leading indicators of a sales rise or fall.

Sales Forecast Chart

Have confidence in forward-looking projections.

SmartFunnel gives executives dashboard reports that help with forward planning. Have more confidence in revenue forecasting, while replacing spreadsheets and big headaches trying to roll up sales data.

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