Datahug for Gmail

Sales Closer is a virtual assistant for sales people that enables account executives to catch and act upon potential slipping deals, and improve close rates through prioritisation of activities across all opportunities. Sales Closer is embedded directly in email flow, sitting in the browser alongside Gmail. It provides side-by-side alerts, insights and guidance for all sales communication activities. Predictive analytics based on deal communication, history and current deal status combine with real time views to provide an up to date and insightful view of all current opportunities. Integration with Salesforce is provided, ensuring a 360 degree view of all sales activities. • Sales Closer enables sales people to identify slipping deals quicker and improve the close rates of those deals. Deals that may not otherwise have been caught are flagged to the user and account executives can rapidly respond through email alongside the Datahug information. • Sales Force opportunity analysis together with real time objective visibility and prioritisation focuses sales activity on those opportunities needing most attention. • Save time dipping into Salesforce for opportunity information – keep focused on working opportunities within the browser. • Accelerate deals through the pipeline with SalesClose machine learning next action recommendations. Product Overview The product consists of 3 main feature areas: ALERTS - Sales Closer provides real-time visibility into overdue opportunities – alerting sales to opportunities that may slip - A prioritised list of opportunities shows deals with the highest scores and nearest close date at the top, indicating those deals most in need of attention - Deal summaries show the no. of days before the deal is scheduled to close DEAL STATUS & INSIGHT - Up to date deal status, score and opportunity information live, within the browser - Next action recommendations to guide salespeople as to best actions to move deal to a close - Insight into how to raise the score of deals such as adding more contacts, sending email to the opportunity. ACTION - Access contacts at this opportunity through Sales Closer and email directly from browser - Edit/update deal information to reflect changing close date, stage, amounts and next steps. - Follow link to view opportunities in Salesforce Installation Overview 1. Go to Sales Closer listing in the Chrome Store (you're already here :) 2. Click Add to Chrome 3. Load/Refresh Gmail 4. Click link to login to salesforce (not required if already logged in) 5. Click Datahug Icon in top right to expand Sales Closer UI Technical Details: Sales Closer version 1.0 technical information: • Chrome desktop latest (stable) release • Gmail latest (stable) release • Independent of Operating System – works with all major types • Independent of Salesforce version but Salesforce Datahug App from SF version 2.68+ onwards Background: Datahug Dealscore: Compared to other sales analytics tools that are based on incomplete and subjective CRM data with a rear-view mirror perspective, Datahug’s real-time Deal Scores leverage automatic data capture and a unique analysis of customer communication data — the most important and reliable factor in evaluating a deal. Datahug Sales Closer uses machine-learning intelligence that optimizes the insights based on historical patterns. Datahug uniquely measures both salesperson activity and customer communication data and then analyzes the type and frequency of actions that result in the best win rate for individual companies