Social Selling vendor Artesian Solutions added a novel Opportunity feature which combines Artesian’s company intelligence with Salesforce’s Opportunity Stages. Available both within the AppExchange and via browsers, the tool assists with pipeline analysis and forecasting.
To date, most sales intelligence firms have focused on displaying their company and contact information within CRMs. Few have looked at enriching their content with CRM account intelligence to create browser mashups between the CRM and Sales Intelligence content (an exception is D&B Hoover’s CRM Watchlist). I’m not aware of any other vendor leveraging Salesforce stage data.
According to Artesian, “Sales leaders can interrogate each team member’s open pipeline and facilitate proactive conversations about key developments within individual accounts. The result is an improvement in forecast accuracy and more meaningful sales engagements.”
Users can quickly create Leads, Tasks, and Opportunities from the browser edition.
The Opportunity View allows reps and managers to focus on specific topics such as risk triggers for their most important deals. Managers see an aggregated view of the deals for the people in their teams or can filter by sales rep and stage. Artesian’s Head of US Operations Mike Blackadder listed the features benefits as “more accurate forecasting, deal acceleration, and improved stickiness.”
Users can add Salesforce Leads, Tasks, and Opportunities from within the browser version. They also have a quick navigation option to the CRM Account view.
Additional Opportunities View enhancements are planned for early summer.
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