Data-Driven Revenue Intelligence: How Salesforce Empowers High-Tech Leaders

As a sales leader, you are often asked for the big picture in sales: the data on the sales forecast, the health of your pipeline, your reps’ performance, and sales predictions. Staying on top of this dynamic data is practically impossible without the right tools. 

Salesforce Revenue intelligence helps you navigate this data deluge by giving you a bird’s eye view of all the critical sales information.  

In addition to monitoring key metrics, Revenue Intelligence software uses AI to identify risks and opportunities in the sales pipeline. It gives you a heads-up on deals to focus on, alerts you to critical accounts and actions to take, makes accurate sales forecasts, identifies gaps, and analyzes team performance. 

Gartner predicts that by 2025, 75% of companies will replace their traditional sales with AI-based, revenue intelligence tools.

 

How does data-driven revenue intelligence help High-tech leaders?  

• High-tech sales leaders: Sales leaders can make strategic decisions with a complete view of pipeline health and team performance and make strategic business decisions based on sales data insights. 
• Sales operations leaders: Sales Operations leaders can flag potential risks and opportunities, track progress toward quotas, and optimize forecast accuracy.   
• Revenue operations leaders: Revenue Operations leaders benefit from a unified data platform that eliminates silos. Revenue Insights and Einstein Discovery  identify trends and patterns for targeted sales and marketing strategies for revenue growth. 
• Finance operations leaders: Finance teams can manage cash flow more effectively and make informed financial decisions with improved forecasting accuracy and revenue predictions. 

“Revenue intelligence powered by Salesforce is not just about data; it’s about transforming raw information into actionableinsights that drive sales strategies, empower sales teams, and ultimately, maximize revenue growth.”                                   – Parul Nagpal, Global Client Partner (FinServ and High-Tech, LevelShift

Three Key Features of Salesforce Revenue Intelligence That Boosts Sales Performance 

With Salesforce Revenue Intelligence, you get a powerful toolkit that provides data-driven and AI-powered insights. This empowers sales teams to plan, strategize, and perform better. Here are some key Salesforce Revenue Intelligence features:  

1. Strengthen Your Forecasting Abilities 

As a Sales leader, you want to forecast your sales, compare performances, identify trends in velocity, and tweak your strategies. Salesforce Revenue Intelligence helps you compare current sales performance with the past and identify gaps. It also helps you identify stalled deals and act on them before they affect your forecasted numbers. 

CROs will find the commit calculator particularly helpful because it helps them set revenue goals in the CRM and measure the impact when a deal is added or removed from the pipeline. By understanding the impact of a deal likely to be lost on revenue numbers, sales leaders can be proactive with their strategies. 

You can track quota attainment and receive answers to your critical questions such as: 

• Is your team hitting their individual sales goals? 
• How many potential deals are in the works?  
• How has the team performed in similar situations? (Historical trends) 

 

2. Own the Sales Pipeline with AI-based Insights 

As a sales leader, you spend a lot of time following up with your reps on the status of a deal, nudging them to pursue hot leads, and assisting them in taking the necessary steps toward achieving sales quotas. 

With the Sales Rep Command Center, you will be free from obsessive follow-ups. Your teams will get intelligent insights into long-stalled opportunities, the ones that are overdue, and stagnant. 

AI combined with pipeline data can give insights into which specific accounts are driving the pipeline and what factors are behind it.  

Product insights help you understand the sales trend related to a particular product, purchase patterns, and market trends for a particular segment. You can also understand how your sales agents perform when selling specific products (identify patterns and trends). 

3. AI-powered Analytics to Stay Ahead 

You can glean valuable insights by integrating Salesforce with third-party apps with API connectors. 

Process intelligence helps you generate AI-powered predictions with sales data. It lets you understand churn, sales performance, revenue operations, and other vital metrics. 

How Do the C-Suite and Leaders Benefit from Einstein AI? 

1. Einstein AI for C-level Executives 

Here are several ways in which Einstein AI helps the C-level stay empowered with revenue insights: 

• AI-powered insights help sales leaders gain insights on crucial metrics that help optimize deal flow and pricing strategies. 
• Gain real-time visibility into your sales teams’ performance, pipeline health, and forecasts. 

 2. Einstein AI for Sales Teams  

Here are several ways in which Einstein AI helps sales leaders stay empowered with revenue insights: 

• Einstein provides conversational intelligence that helps save time on manual chores and focuses on revenue-driven strategies.  
• Automate sales workflows and free up reps to focus on revenue-generating activities. 
• Identify hidden opportunities with AI-powered insights that help you prioritize high-value prospects, strategize upsell opportunities, and accelerate deal closure. 

3. Einstein AI for Sales Operations, Rev Operations, and Finance 

Feature	Benefits
Sales Pipeline Insights	Identify at-risk deals and opportunities and improve forecast accuracy. (Sales Ops) Align sales and marketing efforts for better lead nurturing. (Rev Ops) Improve cash flow predictability based on sales pipeline health. (Finance)
Einstein Activity Capture	Automate data entry for calls, emails, and meetings. (Sales Ops) Gain visibility into rep activity across all channels and identify trends and patterns in customer interactions. (Rev Ops) Improve data accuracy for financial reporting and forecasting and streamline workflows for faster deal approvals. (Finance)
Einstein Forecasting	Generate more accurate forecasts based on historical data and AI insights. (Sales Ops) Align sales forecasts with marketing and customer success efforts. Improve resource allocation across the revenue lifecycle. (Rev Ops) Increase predictability of future revenue for better financial planning. (Finance)
Opportunity Insights	Recommend the next best actions for closing deals. Identify potential upsell or cross-sell opportunities. (Sales Ops) Optimize lead scoring and qualification process. (Rev Ops) Reduce deal risk by highlighting potential issues early. Identify opportunities to improve pricing and discounting strategies. (Finance)

 

Your Sales Powered by Salesforce Revenue Intelligence (Not Gut Instinct) 

With real-time insights, AI-powered predictions, and a unified view of your sales pipeline, you can make informed decisions, optimize your strategies, and ultimately achieve breakthrough results. 

LevelShift is a Salesforce summit partner, and we are rated 4.9 stars on Salesforce AppExchange.   

LevelShift helps high-tech companies discover the true potential of Salesforce for revenue intelligence. Our experts can help you implement and customize Salesforce Revenue Cloud to gain deeper customer insights, streamline sales processes, and ultimately achieve explosive revenue growth. Here is how our implementation strategy works: 

• We assess your business goals and objectives, identify your challenges and pain points, and devise a roadmap to help you accomplish each goal in your implementation strategy. 
• Next, we help you develop strategies for functional design and solution architecture for each stage: pricing, product options, document generation, and approval. 
• We build and implement a customizable prototype based on consistent feedback from the client. 
• The data is then integrated from the ERP system to ensure comprehensive fulfillment of the Salesforce Revenue cloud. 
• Finally, we run a test in a sandbox to ensure every operation and function works as planned. 

Ready to transform your high-tech sales with data-driven insights? Contact LevelShift today for a free consultation and discover how we can help you take your Salesforce revenue intelligence to the next level.