Improved Sales Forecast Accuracy on Enterprise Deals with Smart Nudges on Salesforce CRM

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This enterprise faced challenges with inaccurate forecasting due to sales teams neglecting to update the health checklist for high-value deals. This oversight led to inefficiencies in sales execution and potential revenue loss. By implementing Whatfix's Smart Tips within Salesforce, the company achieved more accurate forecasting and improved data quality.

Sellers frequently overlooked updating their health checklist for high-value deals, which included crucial elements like best and worst-case estimations, win probability factors, and required stakeholder support. This neglect resulted in forecasting inaccuracies, hampering sales execution and risking revenue loss.

When high-value deals were identified, a custom Whatfix Launcher was deployed on the ‘Edit Opportunity’ button in Salesforce. This prompted a Flow that guided sellers to complete the health checklist tasks before proceeding. As a result, the company saw significant improvements in forecasting accuracy, enhanced data quality in Salesforce, and overall efficiency in the sales process.