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About

Sales performance management platform for HubSpot users. Master sales planning and set attainable goals based on your historical HubSpot data. Manage sales capacity efficiently and develop proper hiring calendars to hit your numbers. Employ multiple forecasting models and avoid end-of-quarter surprises. Use what-if scenarios to allocate resources efficiently. Gain actionable sales insights from your HubSpot. Access predefined planning templates, utilize what-if scenarios, and automatically assess goal attainability. Utilize AI and predictive forecasting to gain accurate future sales predictions. Monitor all critical sales performance metrics in real-time. Gain actionable insights on performance gaps (people, process, pipeline) without spending hours analyzing multiple reports. Assess current sales capacity and automatically calculate the needed capacity to attain sales quota. Monitor pipeline development in real-time and spot bottlenecks early.

About

You can’t book meetings if you're engaging the wrong accounts. You need to dynamically distribute the right accounts at the right time. Increase sales efficiency by finding the black holes in your CRM and focusing reps on accounts that will convert, and move to dynamic books. It's time to move away from static territories to something more resilient and flexible. That's where dynamic books come in. We’ve owned a number and we’ve been in the RevOps trenches. We know what high-performance sales teams need because we’ve been there. Learn more about dynamic books, and how they provide a true alternative to static territories. Get our free guide to dynamic book management. Assignment of any built-in or custom object. Adaptive round-robin logic based on weight, capacity, and availability. Logging, audit history, and reporting, with all dynamic book management functionality, premium onboarding, and support.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Sales and revenue leaders in need of a solution to increase their sales performance

Audience

Sales teams requiring a solution to adopt dynamic books and generate more pipeline with dynamic account assignment

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$149 per month
Free Version
Free Trial

Pricing

$200 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Forecastio
Founded: 2023
United States
forecastio.ai/

Company Information

Gradient Works
United States
www.gradient.works/

Alternatives

Alternatives

Categories

Categories

Integrations

Beekeeper
Clumio
GoCardless
Google Workspace
HubSpot CRM
HubSpot Customer Platform
HubSpot Sales Hub
LinearB
Lumen by Talkwalker
Microsoft 365
Outreach
QuotaPath
Salesforce
Salesloft
Slack
Upwork

Integrations

Beekeeper
Clumio
GoCardless
Google Workspace
HubSpot CRM
HubSpot Customer Platform
HubSpot Sales Hub
LinearB
Lumen by Talkwalker
Microsoft 365
Outreach
QuotaPath
Salesforce
Salesloft
Slack
Upwork
Claim Forecastio and update features and information
Claim Forecastio and update features and information
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