Proforma Prepares for the Launch of Automated Sales Insights Tool
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Proforma Prepares for the Launch of Automated Sales Insights Tool

Sales Dashboard Will Vastly Improve Productivity & Inform High-Level Business Initiatives

February 24, 2022 // // TAMPA, Fla. - Proforma is preparing for the launch of its proprietary ProSuccess insights module. ProSuccess was developed within Proforma’s proprietary business management system, ProVision, to help its Owners leverage their key sales performance metrics.

This module’s goal-setting functionality provides real-time actionable sales and profitability insights by client. It offers an exclusive array of advanced sales analytic features to Proforma Owners, but the real value lies in the automation. “Data analytics are critical to better understanding client behavior and trends,” explained Proforma VP of Sales, Greg Armstrong. “This next-level insights tool allows Proforma Owners to track their team’s account growth in real-time. The predictive nature of the tool will significantly mitigate sales attrition while supporting retention strategies.”

Attendees of Proforma’s upcoming Million Dollar Club event can expect an exclusive look at the sales dashboard and an in-depth demonstration of its powerful features. “ProSuccess exposes sales insights and forecasts future performance for your customers and sales teams,” describes Proforma Chief Strategy Officer, Stan Maxwell. “Owners will use the tool to gain visibility into sales activities; locate high or under-performing customers, and predict future sales opportunities.” Proforma’s sales and marketing teams continue to perfect the module using pilot-user feedback in the weeks leading up to its launch.

SOURCE Proforma



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