What’s In It For You?
No matter which role you play in your sales team, iSEEit can empower you at every step of the way.
Select a role below and find out how you can benefit from the iSEEit Opportunity Management Tool.
Sales Rep
Centralized location for data entry, retrieval and reporting
No more time-consuming and laborious effort of entering and keeping track of data on multiple sources (Custom fields, Excel sheets etc.).
Gain instant visibility with structured qualification criteria, gates, and traffic color coding
Lacking visibility into the gaps of your existing opportunities which prevent you from planning your next steps? iSEEit gives you instant visibility, enabling you to quickly identify the gaps in your sales process to close the deal.
All information within iSEEit is available to managers in real-time
Repeating information to your managers in deal reviews due to a lack of shared visibility? All information entered into iSEEit is accessible by managers in real-time, giving you and your managers more time to plan next steps.
Qualification criteria, gates and traffic color coding. Managers gain real-time access to all information
Sales Manager
Aggregate views with rich data and traffic color coding help identify problem areas easily to plan next steps
Gain visibility into the health of every opportunity and spot risky deals ahead of time. Data is captured in real-time regardless of the stage of the sales campaign.
Visual indicators instantly convey more meaningful information
No more reading chunks of text in custom fields and excel sheets which have little meaning. Visual indicators in iSEEit immediately tell you what requires your attention, allowing you to take pre-emptive measures.
Gain more time to focus on coaching your sales team
With lesser time needed to identify gaps in the sales process, you gain more time to coach, mentor, inspire and enable your team.
Sales Process Visualized
Instantly identify problem areas
Real-Time Information
Overview of the performance, tasks, qualifiers and milestones of your sales team and sales reps in a visual and transparent way
Executive Management
Visual indicators provide concrete evidence to ascertain if a deal should be in “Commit”
Instead of using weighted forecasting, iSEEit assigns a score to each opportunity based on a set of predefined qualifiers in your sales process, giving you the evidence you need to know if a deal is worth committing to.
Generate a more predictable and accurate forecast
Say goodbye to slipped deals. Only qualified deals are added to the forecast, giving you added confidence.
Quickly scale your company with a common approach
With a common structured approach, sales methodology and process in place, new sales team members get onboarded much quicker, helping you scale your team to greater heights.
The iSEEit dashboard gives you an instant overview of your sales organization. Drill down to any opportunity any time to reference it
Sales Operations
Generate aggregate and detailed reporting
No more custom fields in Salesforce filled with huge chunks of text with little meaning. Predefined qualifiers, which are fully configurable to your sales process, allow you to generate detailed and meaningful reports. This helps you make more meaningful decisions and increases effectiveness.
Trigger visual indicators even without data input
We understand, sales reps might not always have the time for data entry. With the iSEEit Opportunity Management Tool, visual indicators are triggered even with minimal data entry by fulfilling predefined checkpoints.
Adopt any sales process and methodology onto Salesforce easily and intuitively
With a quick and intuitive way to capture data, iSEEit facilitates sales process adoption by your sales team. It is completely configurable to any sales qualification methodology and sale process.
Sales Enablement
Built-in playbook ensures your team’s best practices are retained
The built-in playbook gives your sales teams quick access to information about how they can address the qualification questions better, or what kind of objections they might face while working on the opportunities. This ensures training effectiveness and the smooth and standardized onboarding of new team members.
Reap ROI on your training
The iSEEit Opportunity Management Tool implements a standardized methodology during the sales process to achieve a common language within the team. This enables you to train various salespeople who come from different backgrounds, allowing all members to be aligned on one single methodology.
Built-in sales playbook ensures that important information is never lost
