As CFO, all of your analytics are meaningless unless all of the data in your CRM and ERP is accurate!
"It is impossible for me to do my job without accurate data in the reports & dashboards that tell me what's going on in my business.I know that the sales team are terrible at keeping pipeline & opportunity data updated and their activity data is all over the place.This leads to poor forecasting, no visibility across company costs and potentially cash flow issues for us."
Sorry. But The Data In Your Current CRM is Likely Incomplete .
To be able to rely on the analytics and dashboards you have, you need your Customer facing teams to embrace your CRM. They need to opt in, maintain it and use it every single day! Sales teams in particular need to log all of their activity, most importantly they must ensure that their opportunities and pipeline data is accurate and up to date. Statistics show that most of these types of users refuse to do this. Two thirds of sales professionals refuse to log in every day and when they do, they avoid accurately recording their information. If they are not doing this work, then all of the analytics, forecasts & dashboards that your team relies on will be incorrect - in this case bad data on the system can actually be worse than no data at all.
Why Do Sales Teams Push Back on CRM?
< 37%
50%
82%
And, aside from having to spend hours a day on their CRM, most sales teams are swamped with other software and are being asked to use, every day, 10 or more other software packages. They literally do not know where you want them to spend their time.
Sentia solves all of this for you.
Sentia AI operates as a smart layer on your existing CRM to solve all of the issues stopping your team from using the software, it integrates all of the other software they are forced to use, Sentia does their data entry and administration for them and you get the accurate data, forecasts and analytics you need to run your business effectively. Within a simple card-based user interface, Sentia surfaces cards every day, in real time telling them what they need to do, what order to do these things, who to call, email or meet with, everything they need to know to makes these calls & meetings and much much more. Sentia AI answers their needs.
And, Sentia AI does all of the data entry and admin tasks. Sentia AI operates as a super smart sidekick! Sentia is a ultra powerful ‘Assistant+' seamlessly integrating with Salesforce, Dynamics, Oracle, Netsuite, SAP & other enterprise software. It enhances your experience by completely redefining the user interface, automating data entry, managing email, scheduling activity, highlighting priority leads, accounts, risks and coaching performance. Sentia is always on hand everywhere you work whether it is in your CRM, Linkedin or other software applications. For CEOs, Sentia provides complete visibility across all of your business, watches 50+ key performance indicators, monitors your teams' calls, emails, meetings and overall performance for you while alerting you to critical insights as needed.
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