Aviso: AI-Driven Sales Forecasting and Pipeline Management

The explosion of data has made the conventional techniques of sales forecasting and pipeline management obsolete. Although companies require optimized solutions to stay ahead of the competition curve, they continue to rely on traditional methods for mining value from legacy CRM data and spreadsheets. Architecting a paradigm shift is Aviso, a solution that automates the sales forecasting process through its AI-powered platform. The platform draws insights from the client’s CRM data and offers predictive sales insights. Using its state-of-the-art technology, sales leaders use the real-time information Aviso puts at their fingertips to course correct where needed and proactively shape quarterly sales results.

The AI-driven forecasting solution’s algorithms complement human intuition with machine learning and AI-based insights to provide guidance for sales. It takes into account forecast numbers from multiple lines of business and generates a single forecast number, thereby reducing complexity in managing sales operations. “Our clients love our tool as it provides them with automated and accurate forecasting rollups, which eliminates the reliance on error-prone spreadsheets and improves outcomes,” says Tom Victory, VP of Marketing, Aviso. With Aviso Sales Vision, sales executives and CFOs deliver accurate forecasts, sales managers move deals through the pipeline faster, and sales reps close more deals with AI-driven smart selling signals.

The current pipeline review method relies on CRM reports and spreadsheets. Generally, CRM data is exported into a spreadsheet and managers and reps go “top-down,” looking at deals with the highest amount in commit and best case. With this non data-driven method, deals that need attention at the beginning of the sales cycle can be overlooked. New pipe generation is also neglected. This leads to deal slippage and revenue leakage. The Aviso Pipeline Change Analytics module gives a data-driven view of all movement in the pipeline for the week.