Is your pipeline missing the mark? When using a CRM system and tracking deals it is important to properly obtain good KPIs for forecasting. Using a Hot, Warm, Cold method has never been ideal. Customizing the process has always been the best method and each company has specific processes to determine what deals will close and what deals will most likely not close. We work with companies to build and customize the forecasting process and today we also have the Sales Insights add-on with the Opportunity Score feature that leverages AI.
