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Deal & Pipeline InspectionAviso

Aviso's Deal & Pipeline Inspection provides sales teams with 360-degree visibility into pipeline development, health, and rep focus areas, transforming reactive firefighting into proactive pipeline growth.

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Product details

Aviso's Deal & Pipeline Inspection addresses the common sales challenge of limited visibility into pipeline development and target fulfillment. The software offers comprehensive dashboards providing insights into pipeline progression and health, pinpointing areas needing attention. It moves sales teams from a reactive, problem-solving approach to a proactive, growth-oriented strategy. Key features include historical pipeline data analysis, conversion rate tracking, quarterly trend visualization, and notifications for slowdowns in specific regions or segments. This allows sales leaders to accurately assess pipeline quality, plan for future quarters, and build sufficient momentum. The software also offers visual reporting capabilities, providing at-a-glance insights into various aspects of the revenue cycle, including pipeline progression, opportunity interactions, engagement, forecasts, and attainment. Deal and account intelligence reports measure progress using sales linearity, sales funnel analysis, and win-loss analysis. Interaction and engagement reports leverage data from CRM, email, calls, and calendars to provide deeper insights into sales activities. Historical forecast and attainment reports offer a long-term perspective on sales performance, comparing quarterly attainment to team productivity. Furthermore, Aviso's Deal & Pipeline Inspection includes a Next Best Actions feature, guiding reps towards timely and effective actions on deals using AI-based recommendations. Seamless integration with third-party tools streamlines workflows, and a "Humans in the Loop" feature allows reps to provide feedback, improving the AI's recommendations over time. The software also incorporates Ideal Customer Profile (ICP) capabilities, helping to maximize profitable customer revenue by prioritizing ideal prospects based on historical win rates and cycle times. Finally, Aviso reduces the financial burden of licensing by providing non-sales teams access to CRM data without additional licensing costs. It streamlines data entry by identifying key CRM fields correlated to deal closures, automating activity and contact population, and fully replicating the CRM instance within Aviso for real-time tracking.

Features & Benefits

  • 360-Degree Pipeline Visibility: Provides comprehensive dashboards showing pipeline progression, health, and areas needing attention.
  • Proactive Pipeline Growth: Transforms reactive firefighting into a proactive, growth-oriented approach.
  • Pipeline Analytics: Pinpoints pipeline flux, highlights potential causes, and aids informed decision-making.
  • Pipeline Health Assessment: Provides unbiased inspection of pipeline health by comparing projections to outcomes.
  • Pipeline Planning & Building: Helps plan for future quarters and ensures sufficient pipeline momentum.
  • Visual Reporting: Offers at-a-glance insights into various aspects of the revenue cycle.
  • Next Best Actions: Guides reps to take the right action at the right time on the right deals using AI-based recommendations.
  • Ideal Customer Profile (ICP) Targeting: Maximizes profitable customer revenue by prioritizing ideal prospects.
  • License Cost Reduction: Reduces the financial burden of licensing by providing non-sales teams access to CRM data without additional costs.
  • Notification Center: Keeps users up-to-date with important deal alerts and meeting notifications.