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Revenue Process Automation

Scale Your Forecasting & Pipeline Management

Salesforce opportunity history
STEP 1: CAPTURE EVERY CHANGE IN PIPELINE

Salesforce's data structure is great for seeing what your pipeline looks like today, but not for showing how it's changing over time. This means every coaching/deal review needs to be supplemented with hours of additional discovery (rep anecdotes, checking multiple systems, etc.)

Truly's RPA package automatically tracks all changes in your Opportunity pipeline, along with all activities, making it easy to report on them in Salesforce in real-time.

STEP 2: MODEL THE PIPELINE

Logging pipeline changes is easy. Making sense of them at scale is hard.

The traditional solution to this has been more validation rules in CRM (which reps hate) and overly complex excel spreadsheets (which take a lot of Sales Ops time), both of which lead to incomplete data.

Truly leverages a proprietary methodology for tracking pipeline movement without requiring any changes to your CRM setup or rep workflow. All of this data becomes reportable in Salesforce, so you get real-time visibility into how your pipeline is changing, why it's changing and how it's impacting your funnel metrics like stage conversion rates, deal velocity, etc.

Model your sales activity data
Forecast your sales
STEP 3: FORECAST & ACT

Now that you know how your pipeline is changing in real-time, you can adjust your forecast day after day, and make recommendations to the C-Level on where urgent investments are needed, so you can hit your number every quarter.

Let us show you how Sales Process Optimization can save you time and drive revenue in 30 days.

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