To crush quotas, sales teams need the right information but the Rolodex days are over. Sometimes the information you need is in your CRM, or an analytics platform, or a spreadsheet, or a dialer. The bottom line? It's all over the place.
It doesn't make sense to check deals in one place and rep performance in another. CoralTree brings all the sales metrics you care about into a single dashboard so you can see everything in context from the top of the funnel to bottom-line revenue.
Connect to all your sources of sales data, so you can see everything from expenses to forecasts to lead sources in one place.
Directing a sales organization is a tall order. Pipelines can always run more efficiently, and new territories always need more nurturing. With a holistic view of your entire sales operation in one place, CoralTree breaks things down into manageable parts.
Zero in on neglected opportunities
Monitor deals that are next in line to close
Track period-over-period sales development
Teams look to you for strategy and support, but different reps have different needs and wide-ranging verticals, account sizes, and territories only complicate things further. CoralTree distills troves of data into actionable insights, so you move forward with confidence and direction.
Keep an eye on rep performance in real-time
Make sales forecasts that are more accurate and transparent
Commission checks don’t write themselves. To stay ahead of the game, you need to know how best to dedicate your time and energy. CoralTree gives you that information in a way that’s easy to digest, and fosters communication to help you nail quotas.
See the big picture with all your accounts in one place
Pinpoint areas of your sales cycle that need attention
Manage all your leads from one platform so nothing slips through the cracks
Nobody makes money off dead-end accounts you need to nurture leads so nobody wastes time later on. CoralTree helps you focus on relevant, real-time metrics that set you up for success from the very beginning.
Quickly track account progression for leads and contracts
Have confidence in the leads you push through the pipeline
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All Reps Scorecard
Like professional athletes, all sales reps have key strengths and weaknesses. Align sales teams around clear business objectives with challenges, personal objectives and team leader boards. And with that knowledge, you can build the fantasy sales team you've always wanted.
View how your sales reps stack up against each other
Know rep performance across critical benchmarks
Give your sales leaders fast, reliable views of the most important aspects of their open opportunities. From next deal to close to most neglected, this allows users to intuitively dig into sales opportunities and find insights that effectively close deals.
Track most neglected and at-risk opportunities
Maintain pipeline control with lead management
Project upcoming deals that are likely to close
Ringing a giant metal gong doesn't work as well as it used to. Managers need more than a gimmick to inspire their sales teams. With Sales Leaderboard you can track top performers, and plan training and incentives accordingly.
Use drill view to see average sales cycle and deal size
Track high performers and leaderboard stats from your phone
Tailor incentives to the needs of individuals and teams