birst sales analytics€¦ · time to value in creating advanced analytics for salesforce.com,...

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DATASHEET Birst Sales Analytics Birst Sales Analytics Confidence and Autonomy in Making Data-Driven Decisions to Hit Quota As a sales leader, you need to hit your number, grow a high-performing sales team and forecast accurately. Data is supposed to help you do this, but CRM gives you only half of the picture. A wealth of information about your customers, prospects and sales sits in ERP, Marketing Automation, Web, HR, LMS (Learning Management Systems) and QtC (Quote to Cash) systems. Yet, even when you bring all of this data together, you still argue over the numbers with marketing, service and finance teams. You need a complete picture of information and you need it now. Birst Sales Analytics at a Glance Birst provides a complete picture of your business by bringing data from multiple systems into a trusted, single view of sales, revenue, forecast and pipeline. With Birst, you are empowered to: • Create a trusted and accurate forecast • Nail your quota with better insights into pipeline • Grow and retain a high-performing sales team Create sales, marketing, finance and services alignment The Birst Difference Birst Sales Analytics puts information in the hands of front line sales reps, sales managers and executives, as well as users across marketing, finance and service teams, empowering everyone to make data-driven and consistent decisions. Birst Cloud BI and Analytics provides: • A complete suite of visual discovery, interactive analysis, dashboards, reports, mobile and predictive analytics An automated data refinery to unify multiple data sources into a single, trusted and business-ready view • Pre-built, best-practice-based sales analytic accelerators: reports, dashboards and KPIs for Salesforce, NetSuite and Marketo

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Page 1: Birst Sales Analytics€¦ · time to value in creating advanced analytics for Salesforce.com, including analytics on custom objects. This Accelerator is built on best practices from

DATASHEET

Birst Sales Analytics

Birst Sales AnalyticsConfidence and Autonomy in Making Data-Driven Decisions to Hit Quota

As a sales leader, you need to hit your number, grow a high-performing sales team and forecast accurately. Data is supposed to help you do this, but CRM gives you only half of the picture. A wealth of information about your customers, prospects and sales sits in ERP, Marketing Automation, Web, HR, LMS (Learning Management Systems) and QtC (Quote to Cash) systems. Yet, even when you bring all of this data together, you still argue over the numbers with marketing, service and finance teams. You need a complete picture of information and you need it now.

Birst Sales Analytics at a GlanceBirst provides a complete picture of your business by bringing data from multiple systems into a trusted, single view of sales, revenue, forecast and pipeline. With Birst, you are empowered to:• Create a trusted and accurate forecast• Nail your quota with better insights

into pipeline• Grow and retain a high-performing

sales team• Create sales, marketing, finance and

services alignment

The Birst DifferenceBirst Sales Analytics puts information in the hands of front line sales reps, sales managers and executives, as well as users across marketing, finance and service teams, empowering everyone to make data-driven and consistent decisions. Birst Cloud BI and Analytics provides: • A complete suite of visual discovery,

interactive analysis, dashboards, reports, mobile and predictive analytics

• An automated data refinery to unify multiple data sources into a single, trusted and business-ready view

• Pre-built, best-practice-based sales analytic accelerators: reports, dashboards and KPIs for Salesforce, NetSuite and Marketo

Page 2: Birst Sales Analytics€¦ · time to value in creating advanced analytics for Salesforce.com, including analytics on custom objects. This Accelerator is built on best practices from

DATASHEET

Birst Sales Analytics

Insights into Pipeline Analyze changes to the pipeline quickly and identify roadblocks.• Pipeline velocity – identify fast and slow

moving deals • Waterfall chart: what’s moving in and out of

the quarter• Sales bottlenecks and rep

performance issues

Accurate Forecasts Create more predictable revenue using your historical win rates, customers’ digital body language and the performance scores of your team.• Forecast at rep, region and

account levels• Future revenue based on past win rates• Opportunity scorecard and likelihood

to close

Organizational Productivity and Performance Foster productivity and empower reps, channels managers and partners. • On-demand access to insights from tablets

and mobile devices, online and offline• Deals’ likelihood to close • Insights to customer behavior• Peer-to-peer scorecards

• Pipeline at individual rep and manager level

Advanced Sales OperationsStreamline your operations by going beyond what is possible with basic CRM reporting.• Year-over-year or quarter-over-quarter time

series analysis• Quota rollups when territories realign • Support for multi-currency and non-

standard fiscal calendars

Birst Sales Analytics Helps You Achieve Success in These Scenarios

Page 3: Birst Sales Analytics€¦ · time to value in creating advanced analytics for Salesforce.com, including analytics on custom objects. This Accelerator is built on best practices from

DATASHEET

Birst Sales Analytics

• Pipeline Analysis » Movement and velocity » Pipeline growth and drop off analysis » Pipeline by product and opportunity type » Pipeline by team and forecast category

• Sales Rep Performance Analysis » Sales rep contribution » Sales rep closing performance » Sales rep scorecard » Average deal size by sales team

• Win Rate Analysis » Win rate and deal size by account type and industry

» Win rate by lead source and opportunity type

• Sales Operations Analysis » Lead aging report » Lead owner scorecard

. . . and Provides a Prebuilt Sales Analytics AcceleratorIn addition to providing these solutions, Birst Sales Analytics Accelerator speeds the time to value in creating advanced analytics for Salesforce.com, including analytics on custom objects. This Accelerator is built on best practices from hundreds of customers and includes out-of-the-box templates, KPIs, reports and dashboards. Sample analytics include:

Blend All of Your Data into One View

Page 4: Birst Sales Analytics€¦ · time to value in creating advanced analytics for Salesforce.com, including analytics on custom objects. This Accelerator is built on best practices from

DATASHEET

Birst Sales Analytics

Call toll free: (866) 940-1496Email us: [email protected]

About BirstBirst is the global leader in Cloud BI and Analytics. The company helps organizations make thousands of decisions better, every day, for every person. Birst’s patent-pending 2-tier data analytics and BI platform enables enterprises to create a trusted source of data, place it in the context of key business users and then enable business users up and down the organization to report and analyze the information using world-class BI tools. Thousands of the most demanding businesses trust Birst to make metric-driven business execution a reality. Learn more at www.birst.com and join the conversation @birstbi.

Analytics for You and Your TeamLeading data-driven companies are using Birst to achieve a competitive advantage and delight their customers.