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Partner Execution App

Apolix - Sales Cloud Opportunity Management

Understand user adoption and enhance your sales forcasting

Apolix's Sales Cloud Opportunity management solution offers insights into the execution of the sales process in salesforce. Agents usually do not thoroughly use the system because they do not see its benefits. With Process Mining it is possible to understand the correlation between process execution and the overall cycle time and win rate. The power of uncovering bottlenecks is in the small details and this app offers an overview of how deals are being managed and the factors that could influence them. In addition to improving the forecast accuracy and enhancing the long-term sales pipeline.

This is where Apolix and Celonis Combine their Strengths:

  • Process transparency, Forecast Accuracy based on open and closed opportunities, User adoption of the system, Win Rate analysis, Loss Rate Analysis, process sequence, and compliance.

  • Use the insights to focus on the right areas in order to increase customer satisfaction.

  • Relate customer satisfaction back to certain process flows.

Features & Capabilities

Get insights into open opportunities and their impact on the forecast accuracy
-Determine how often and how fast your agents are resolving the open cases.
-Understand why certain cases are open for a very long time.
-Monitor the resolution of tickets if it is resolved or getting reopened again for various reasons.

Apolix SCOM open opportunities analysis

Get Insights into the efficiency of closing opportunities
-Get an overview of your customer satisfaction over time and its correlation with the handling time.
-Get a clear understanding of how the surveys performance is and what are the dimensions that could have an impact on it.
-Deep dive into the low customer effort scores.
-Make use of the effect of high emailing, calling and commenting ratio on the customer satisfaction.

Apolix SCOM close opportunities analysis

Get insights into your lost deals Get a detailed overview of the won dealsdetermine which process flows contribute to a higher win rateDeep dive into lost opportunities and the reason behind it.

Apolix SCOM loss opportunity analysis

Get insights into the efficiency of the workflow execution Understand the different approval flow and deep dive on those that are a bottenecks in the process flowDetect compliance breaches in terms of stages being skipped or processes going back to previous stages Get the correlation between owners and process efficiency.

Apolix SCOM win rate overview
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Apolix SCOM open opportunities analysis
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Apolix SCOM close opportunities analysis
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Apolix SCOM loss opportunity analysis
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Apolix SCOM win rate overview

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