Ops-in-a-Box

Unlock Insights Salesforce's Standard Reporting Tools Can't!

Ops-in-a-Box is a Salesforce Forecasting & Analytics tool that unlocks the insights Salesforce’s standard reporting tools can’t.

Achieve more accurate results with better forecasting tools and data.

Enjoy better planning with key features that also serve as an early warning system for pipeline quality and quantity issues.

Run more productive sales meetings and improve inspection with data that goes beyond won/lost.

Conduct better performance reviews for improved feedback and engagement from reps and managers.

Get a data-driven QBR template to help you focus on gap-to-goal conversions and planning instead of gathering data.

Out-of-the-box dashboards and reports

Sales Operating Cadence (SOC)

The Sales Operating Cadence (SOC) is the rhythm of your business. It is a series of meetings and checkpoints throughout a quarter. When executed correctly the impact will be: improved rep productivity, better pipeline management, and less surprises.

Ops-in-a-Box includes out-of-the-box dashboards and reports to help you implement and run the Sales Operating Cadence.

Improve inspection

Sales Meetings

Run more productive meetings. The daily opportunity snapshots in Ops-in-a-Box let you drill down to just the changes that occurred since your last meeting. Improve inspection by going beyond won/lost metrics and focus more on storytelling to inspire your reps – enabled by in-depth data and insights.

daily updates

Forecasting

Achieve more accurate results and provide data-driven feedback to managers and reps with precise data for every stage of your sales funnel. Use the power of Ops-in-a-Box to identify pipeline issues with enough time to implement countermeasures and keep on top of forecasts with daily updates.
generate actionable solutions

Quarterly Business Reviews (QBRs)

Conduct business reviews with a built-in data-driven MBR/QBR template, allowing you to focus on gap-to-goal conversions – and keep your reps focused on developing plans rather than collecting data. With the powerful functions and analytics in Ops-in-a-Box, you’ll have everything and more needed to capitalize on the better parts of your team’s performance and generate actionable solutions.

improved feedback

Performance Management

Address the root cause of performance issues by focusing on behavioural objectives rather than results. Identify coaching opportunities early before they result in missed targets and get improved feedback and engagement from your sales reps about their performance.
take action quickly

Operational Metrics

Ops-in-a-Box enables better planning by helping managers understand the different conversion rates and velocities of various categories of opportunities. The data in Ops-in-a-Box can be used as an early warning system for issues that may impact revenues, allowing you to take action quickly – and set early/mid-funnel targets at levels that matter to your top line.

What our users are saying