RevPhos remembers
Your CRM shows today. RevPhos remembers every day.
A CRM or ERP reports the state of things right now: the pipeline at this moment, the order book this morning. Each change overwrites the last, so last month's pipeline is gone. RevPhos saves a copy as it goes, so you can see which way things are moving, not just where they are.
RevPhos remembers
What RevPhos keeps that your systems throw away.
Your CRM and ERP overwrite yesterday every time something changes, so “what did the pipeline look like last month?” has no answer. RevPhos saves a copy as it goes, so you can see the trend, not just the total.
EVERY WEEK
The pipeline, as it stood
A full copy of the pipeline every week. See what moved, slipped, stalled, arrived or disappeared, and whether the pipeline is growing.
Sales Operations →EVERY DAY
The order book, as it stood
The order book saved daily. Pick any past day and see exactly what was booked, so a slipped or cancelled order never just vanishes.
Forward Revenue →EVERY FORECAST
The cash outlook, version by version
Every cash forecast is kept, so you can see how the outlook moved from one week to the next, and why.
Cash Flow →EVERY CALL
Each forecast against what closed
Each rep's forecast is saved and scored against what actually closed. Over time you learn whose number to trust.
Sales Operations →A snapshot answers what. A history answers why.
Current state only
- “The pipeline is $4M.” Up or down on last month? Nobody knows.
- A deal that slipped three times looks the same as a new one
- A cancelled order simply disappears from the order book
- Last quarter's report gives a different answer every time it is rerun
With RevPhos
- The pipeline trend week by week, and what drove it
- Slipped and stalled deals flagged from their history
- Any past day's order book, exactly as it stood
- Closed periods frozen, so the numbers never shift after the fact
History starts the day RevPhos connects, so the sooner it is switched on, the more it can show you.
Start the clock.
Every week RevPhos is connected is another week of history you can trend.