The cornerstone of guiding winning strategies is good data and deep data on each opportunity.
TopOPPS Sales Rep Assistant improves CRM data by an average of 400%. This data is used by TopOPPS AI pattern recognition to identfy winning sales processes and guides sales reps winning behavior.
TopOPPS also provides actionable coaching information to managers, TopOPPS Guided Winning Strategies are the foundation of solid sales process. Review the screens below to understand how it works.
Email and Calendar Interface
TopOPPS Email Interface
Captures all email content into the TopOPPS application and uses sentiment anaysis to rate the email.
TopOPPS Calendar Interface
Captures all meetings and meeting content with sentiment analysis to rate and measure opportunity activity
Allows the sales rep to perform all functions available from TopOPPS web interface through the side panel email interface
Allows sales reps to perform all functions from the TopOPPS web interface through the side panel calendar interface.
Add Additional Email Addresses to the Buying Group
Both through the email and calendar interface, the sales rep can add additional emails to the opportunity buying group and assign a role.
TopOPPS Rep Assistant includes integration to both Outlook and Gmail email and calendar so TopOPPS works where your sales team works and data data collection about meetings and correspondence is a by-product of their daily activities. Sales reps can manage the entire opportunity through the email or calendar interface.
Sales Reps can view, sort and filter their pipeline report. The can also drill through to the detail opportunity.
Detail Opportunity Information
Sales Reps can view and change detailed opportunity information. They can drill through to alerts and resolve them, they can also “check in” and update the status of the opportunity.
Independent of Emails and Calendar entries, the sales rep has the ability to “check-in” on the system and assign a thumbs up/down rating to the opportunity and describe current status.
Ability to Dictate Updates
The Sales Rep can use the microphone icon and dictate descriptions or values into any field on the opportunity.
Sales Rep or Team Dashboard View
The dashboard can be by viewed by sales rep or team and identifies all alerts, tasks & events and forecast status. It also provides the ability to drill into alerts, tasks & events and take action.
TopOPPS Rep Assistant includes a native mobile app that facilitates data collection and pipeline management for sales reps on the go.
Sales Manager Rep Coaching
Current Status of Rep or Team Forecast
The top portion identifies current status for this sales period including self-reporting and manager forecast compared to system forecast and period to date statistics like Won and Expected to be won.
Current Pipeline Breakdown by Stage
This summarizes the current pipeline by stage including dollar value, number of opportunities, historic win rate for each stage and rep averages days in each stage. # Opps is drillable into detail opportunities.
AI Generates Sales Insights
TopOPPS uses predictive and prescriptive analytics to provide insight into key areas of changes to pipeline or sales rep/team results.
Listing All Outstanding Alerts
This can be by Rep or Sales Team and provides an indicator of how “up-to-date” the rep or team is keeping their opportunities.
Insights Highlight the Data They Describe
Selecting a Sales Insight highlights the appropriate trend data. Trend data includes close/won analysis, bookings, win rates and the ability to compare results by team or individual sales reps.