Forecasting & Opportunity Management
What is it?
Forecasting sales is challenging for any organization during any environment. Vector Firm’s Forecasting program provides a simple and straightforward way for salespeople and management to manage their sales pipelines and forecasts. Click below to talk with an expert about our Forecasting and KPI Program.
How much does this cost?
Frequently Asked Questions
Do we need a CRM system to use the program?
No. As long as you have a way of tracking quotes and proposals, we can deliver the program.
Do you have standard stages and probabilities?
We start with our standard process, but tailor it to our client’s scenario, market, types of opportunities, etc.
Can't I just use our CRM for our forecast?
To some degree for KPI management, yes. We’ll define that method for you. With forecasting, we create a process in which salespeople and management use data from systems to create a forecast – which is a critical step.
Do you conduct the forecasting meetings?
We can conduct the initial meetings and observe future meetings to offer guidance and feedback.