Data Prep Promise
Data Prep Package installation ensures there are...
Four-part Data Prep Package Installation
Consistently define, capture, calculate, and measure your revenue metrics.
1. Process Mapping
⇒ Select all of your unique revenue acquisition strategies or channels (ex. inbound, paid ads, prospecting, events, upsell etc)
⇒ For each strategy, map the end-to-end process for turning leads into customers, including the teams or people involved
2. Data Dictionary
⇒ Choose your definitions for lead stages, statuses, sources, pipeline opportunity stages, product packages, and pricing
4. Import Revenue Plan
⇒ This final step is optional but highly recommended.
⇒ Import your plan from Google Sheets or MS Excel so that you can measure actual performance vs. plan in real-time in scaleMatters Revenue Analytics Software.
Three tools in one
Revenue intelligence platform.
Data package ensure that your Salesforce funnel data is captured properly — so your revenue metrics are measured consistently.
Data Hygiene Monitoring Software
Background monitoring tool constantly scans your data and flags anomalies — so you never waste time wondering if your reporting is accurate.