Learn 7 Practical Ways to Put Sales AI to Work
Watch for freeSales Analytics
Sell smarter with sales analytics software built directly into your CRM. Get a complete view of sales performance, deal inspection capabilities, and rich visualisations. Drive forecast accuracy. Close faster. And speed up revenue intelligence with Sales Cloud, CRM Analytics, and Tableau.
How can sales analytics software help teams forecast better and win more deals?
Predict, plan, and deliver your targets and outcomes with data-driven selling.
Confidently predict business outcomes with sales analytics software.
Forecasting
Predict the likelihood of winning an opportunity, with each sales stage mapped to a forecast category such as pipeline, best case, commit, closed, and most likely. Easily customise and define categories to match unique business processes and sales cycles. Increase forecast precision through live rollups by selecting either single forecasts, which display values from individual categories, or cumulative forecasts that combine values from multiple categories.
Forecast with flexibility. Focus on teams, product families, product schedules, territories, opportunity splits, and custom measures — no spreadsheets needed. Reach your revenue goals. Make accurate and informed adjustments by allowing first-line managers to easily asses team opportunities. Increase forecast accuracy. Give reps full visibility into their open pipeline with guided insights.
Visualise the health of your sales forecasts with built-in charts. Easily track changes in the current period and assess performance against past periods — without manual calculations. Gauge whether the team is tracking to hit sales goals based on past performance. Gain data-backed confidence with KPIs that showcase how your sales numbers compare with Einstein’s predictions. Quickly asses and take action on which forecasts have shifted with visual cues and alerts.
Combine consumption, renewals, and new business into a single forecast for any revenue team. Forecast anything like product utilisation, billable hours, and more with the power of Data Cloud for complete visibility into your business performance.
Close faster with pipeline insights.
Pipeline Inspection
Empower sales teams to prioritise their efforts with a unified view of pipeline metrics, top opportunities, and weekly deal updates. Visualise changes in the pipeline and understand factors behind these shifts so you can strategize on how to bridge the gap. Keep opportunities current with easy inline field editing. Drive focus by flagging crucial deals and alerting sellers when next steps haven't been updated.
Spot risks early with weekly change signals that include visual cues and alerts. Prioritise opportunities by their likelihood to close and understand which opportunities have moved tiers. Coach reps to focus on the right actions to move deals forward.
Surface insights, predictions and recommendations from opportunities, calls, emails, and cases. Help reps move deals forward by choosing which insights to show. See deal progression, trends from voice and video insights, context from relevant emails, insights from service cases and more. Discover if the right stakeholders are involved for deals in the pipeline, and how engaged they are.
Grow revenue faster with purpose-built AI.
Revenue Intelligence
Build stronger pipelines, improve forecast accuracy, and generate more revenue with out-of-the-box dashboards that give performance insights to your sales team. Gain a complete view of revenue performance with insights into the areas to focus on, like opportunities moving to the next stage. Learn if sales are trending up or down with details such as average win rates and sales size, and days to close. Use the Commit Calculator to test scenarios and understand how changes to pipeline can affect the bottom line.
See which accounts have potential for growth or need more attention with access to dashboards and machine learning models. Get a comprehensive view of account health via KPIs like health, engagement, win rate, average deal size and more.
Complete your sales analytics software with products from across the Customer 360.
Revenue Intelligence
Sales AI
Data Cloud
Sales Cloud Pricing
Select your Sales Cloud edition below. Some editions already include Sales Analytics products. For the others, you can easily add the products you need.
Starter Suite
- Simplified Set-up and Onboarding
- Lead, Account, Contact and Opportunity Management
- Email Integration
Pro Suite
- Forecast Management
- Customizable Reports and Dashboards
- Quoting and Contracting
Enterprise
- Sales capabilities in Pro Suite, plus Advanced Pipeline Management & Deal Insights
- Conversation Intelligence
- Workflow and Approvals Automation
Unlimited
- Everything in Enterprise plus Predictive AI
- Conversation Intelligence and Sales Engagement
- Premier Success Plan and Full Sandbox
Einstein 1 Sales
- Everything in Unlimited, plus Generative AI features
- Performance Management, Sales Programmes and Team Collaboration with Slack
- Connect and Unify All Data with Data Cloud and Revenue Intelligence
This page is provided for information purposes only and subject to change. Contact a sales representative for detailed pricing information.
** Salesforce Starter in India, minimum 12 month subscription, plus taxes. New Customers only. See Terms for details. Contact your sales representative for more info.
We use Salesforce as our single source of truth for opportunity management and forecast input. This helps us keep our global foreast always up-to-date and has increased our forecast accuracy globally.
M. A. Kishen KumarGroup Chief Technology Officer, ASK Wealth & Investment Advisors Private Limited
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Frequently asked questions
Sales analytics enables businesses to analyse their sales data and gain insights into their sales performance. These tools help businesses identify sales trends, track sales metrics, and optimise their sales strategies.
Sales analytics in CRM refers to the use of data analytics and business intelligence techniques to analyse sales data and gain insights into customer behaviour, sales performance, and revenue growth. It enables businesses to make data-driven decisions to optimise their sales strategies.
A sales forecast is an expression of expected sales revenue. A sales forecast estimates how much your company plans to sell within a certain time period (like quarter or year). The best sales forecasts do this with a high degree of accuracy, and they’re only as accurate as the data that fuels them.