Cloud9 Sales Pipeline Accelerator

Accuracy with sales forecasts can make or break the business, especially in publicly traded companies. Sales team leaders need to know how much revenue is in their pipeline, what is changing, and whether their teams will reach quotas. The current and future value of the organization depends on this data.

Activity Breakdown

User Research
Requirements Writing
Flow Diagrams
Mockups
Team Liaison

Configuration Flow

Query Editor

The Cloud9 Pipeline Accelerator Suite delivered everything sales teams needed to become “dynamic pipeline management” experts – including critical, real-time “what’s changed” information. Using our tools, sales teams improved their sales forecast accuracy and predictability, increased win rates, and boosted adoption.

Sales teams were offered applications for sales pipeline management and sales forecasting, email reports and alerts. Sales support teams got a report builder, SQL query manager, dashboard manager and a data loader.

The team members were the VP of Product Management, two project managers, a business analyst, a technical writer and myself. Our work supported all levels of the organization from executives, developers and QA teams, marketing, to customer support and field services. My deliverables included front end code, mockups, diagrams, written instructions, and marketing materials.