Proforma Prepares for Launch of Automated Sales Insights Tool

Proforma, Cleveland, is preparing for the launch of its proprietary ProSuccess insights module. ProSuccess was developed within Proforma’s proprietary business management system, ProVision, to help its owners leverage their key sales performance metrics.

This module’s goal-setting functionality provides real-time actionable sales and profitability insights by client. It offers an exclusive array of advanced sales analytic features to Proforma Owners, but the real value lies in the automation.

“Data analytics are critical to better understanding client behavior and trends,” explained Greg Armstrong, vice president of sales for Proforma. “This next-level insights tool allows Proforma Owners to track their team’s account growth in real-time. The predictive nature of the tool will significantly mitigate sales attrition while supporting retention strategies”

Attendees of Proforma’s upcoming Million Dollar Club event can expect an exclusive look at the sales dashboard and an in-depth demonstration of its powerful features.

“ProSuccess exposes sales insights and forecasts future performance for your customers and sales teams,” said Stan Maxwell, chief strategy officer for Proforma. “Owners will use the tool to gain visibility into sales activities, locate high or under-performing customers, and predict future sales opportunities.”

Proforma’s sales and marketing teams continue to perfect the module using pilot-user feedback in the weeks leading up to its launch.

Source: Proforma

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