Improved Sales Reporting and Forecasting With In-App Guidance That Increased CRM Data Quality

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The company struggled with poor data quality in its CRM due to incomplete and incorrect data entry by sellers, leading to inaccurate reporting and forecasting. By implementing Whatfix’s in-app guidance and smart nudges, the company enhanced data quality, resulting in improved decision-making and more effective sales planning.

Sellers often entered incomplete or inaccurate data into the CRM, viewing data entry as a time-consuming and low-value task. Additionally, they lacked knowledge of data entry requirements and best practices. This led to inaccurate reporting, poor decision-making, and unpredictability in forecasting, ultimately affecting the efficiency and productivity of the sales team.

Whatfix analyzed CRM data (such as opportunities and leads) to identify gaps and inaccuracies. The platform delivered targeted nudges to remind sellers to update and correct their data and provided smart tips on critical form fields to ensure all required data was entered in the correct format. This proactive guidance helped maintain data accuracy and completeness.