We don’t want to state the obvious, but; you can’t rescue a deal if you don’t know what’s wrong with it. Which means you must perform some sort of diagnostic or analysis on the deal.
At best, all your CRM will tell you is that the deal has lingered in one particular stage of the sales cycle longer than average, but that is of limited value. So you need to meet with the sales rep and review the entire deal, a long and potentially stressful process since the sales rep will feel defensive and may not know.
Occulus can solve this issue for you and provide a path for the sales rep to get the deal back on track, if it is salvageable. (not all deals are winnable).
First of all, Occulus will give you advance notice of deals that are in trouble.
The Occulus Analysis assigns 4 key metrics to each deal in the pipeline;
If there’s a problem, these numbers will appear in RED & ORANGE.