TopOpps is Slick and Value for Money
Rating: 8 out of 10
IncentivizedUse Cases and Deployment Scope
TopOpps was primarily used by the sales team at Eventbrite as it is entirely sales focused tools.
Business problems it addresses:
1. Forecasting - They have a unique forecasting algorithm which based on several impactful points which makes forecasting better.
2. Pipeline tracking - See what deals moved and when and what it impacted.
3. Reps YoY performance
4. Funnel Movement
5. Call / Activity Impact.
Business problems it addresses:
1. Forecasting - They have a unique forecasting algorithm which based on several impactful points which makes forecasting better.
2. Pipeline tracking - See what deals moved and when and what it impacted.
3. Reps YoY performance
4. Funnel Movement
5. Call / Activity Impact.
Pros
- Clean UI to make data more digestable
- Health Scoring
- Forecasting
- Milestone Tracking on Opportunities
Cons
- Is only for opportunities.
- Difficult to bring in custom object.
- Some alert notifications were tough to configure
Likelihood to Recommend
Best Suited if you have:
4-9 Stages in your opportunities
Different Sales Processes (e.g: renewals, new business etc.)
Different Record Types
Fast Paced Sales Cycle (from a few days to months)
It is less suited:
1. If it's a new/fresh SFDC instance where there is not much historical information as it gathers most of the useful information from historical trending.
4-9 Stages in your opportunities
Different Sales Processes (e.g: renewals, new business etc.)
Different Record Types
Fast Paced Sales Cycle (from a few days to months)
It is less suited:
1. If it's a new/fresh SFDC instance where there is not much historical information as it gathers most of the useful information from historical trending.
PL
Pranav Lal
Senior Business Analyst - CRM Systems in Information Technology at Slack (Computer Software, 501-1000 employees)
Vetted Review
2 years of experience