Business AnalyticsCRMSales Forecasting

Relatas

Automate sales forecasting with AI-powered pipeline insights

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Relatas

Target Audience

  • Chief Revenue Officers
  • Sales Operations Managers
  • Sales Team Managers
  • Enterprise Sales Reps

Hashtags

#CRMAutomation#ZeroDataEntry

Overview

Relatas connects sales activities, pipelines, and quotations automatically to eliminate manual data entry. Helps revenue leaders predict deals, spot risks, and make decisions using real-time insights from rep-client interactions.

Key Features

1

Automated Deal Creation

Increase pipeline by 30% through missed deal identification

2

Forecast Analytics

93% accurate forecast calls with sandbagging detection

3

Quotation Intelligence

Create error-free quotes 300% faster with activity tracking

4

Pipeline Updates

Auto-maintained pipeline with upsell recommendations

5

Activity Tracker

Monitor client engagement through quotation interactions

Use Cases

📈

Forecast sales with 93% accuracy

✍️

Automate compliant quotations

🤖

Identify missed deals automatically

🔍

Track client quote engagement

Pros & Cons

Pros

  • Eliminates manual pipeline updates
  • Real-time deal risk visibility
  • Detects rep sandbagging automatically
  • Enforces 100% quotation compliance

Cons

  • Primarily designed for sales teams (limited cross-department use)
  • Requires existing sales tool ecosystem for full benefits

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