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Sales Pipeline Validation


The validation engine at the core of our Sales Effectiveness System is Occulus. We looked for a powerful solution that stood apart and could operate independently of our client's infrastructure. We found that with Occulus, its key aspects in this respect are listed below. 

  • Independent of your CRM and platform agnostic
  • Sales process independent - Works with any sales model & methodology
  • Technology component is cloud based and works with any browser
  • Fits easily into your business

Occulus provides a quantitative assessment of how well an opportunity is qualified, the probability that the sales person will win the deal, and whether or not the deal will be won by the forecasted close date. In addition, Occulus identifies the strengths and weaknesses of the sales person's selling strategy and what he/she must do to win the business, if it is winnable.

From there, Occulus provides sales management with the tools, in the form of reports, metrics and Key Performance Indicators, that will allow sales managers to manage the sales force more effectively. First line sales managers use the Occulus analysis to coach their sales teams; Occulus is the most effective and efficient tool available to engage first line sales managers with their sales people on specific sales opportunities.

Unlike a CRM, Occulus focuses on the specific sales opportunity and what the sales person has to do to win it. The sales person answers a series of multiple choice questions about the opportunity and the analysis is performed.

The resulting analysis and guidance is provided in both graphical and written formats, including reporting which rolls up from one level of sales management to the next.

The value of Occulus for the sales person is that it provides a realistic and objective assessment of any opportunity and what you have to do to win it.

The value for front line sales management is that 4Growth's professional services will engage & coach your sales people fast and effectively.