Pipeline Analytics & Planning
Your RevOps AI Assistant
Close more deals more efficiently and stay ahead of performance trends with proactive opportunity management and milestoned sales analytics.
The Sales Analytics Partner to Global RevOps Teams
Lean Tools.
Hefty Results.
Let’s face it: the sales analytics space is overflowing with options. Most Revenue Intelligence companies have invested heavily in R&D and M&A to tack on features and try to stand out.
The result? Many bloated platforms that often miss the mark when it comes to actually improving sales performance. It’s no wonder many teams find themselves drowning in sales tools that aren’t successfully adopted.
Enter Discern. Instead of trying to do everything, we’ve focused on what really matters: making it easy for sales leaders and RevOps professionals to gain insights they need to actually move the needle.
Our Pipeline Analytics and Planning app uses AI to cut through the noise, helping you spot where deals are getting stuck, where risks are lurking, and where your best sales opportunities lie. The result? Shorter sales cycles, less deal slippage, and better conversion rates.
The Benefits of Pipeline Intelligence
Decrease Pushout Rates
Understand whether pushout rates are a global, regional, or individual issue. Deploy coaching to nip poor CRM hygiene habits in the bud.
Mitigate Emerging Risks
Follow sales pipeline trends and opportunity risks on a daily, weekly, monthly or quarterly basis to keep a finger on the pulse and deploy sales coaching right where and when it’s needed.
RevOps in a Box
Access the best practice sales charts and dashboards typical GTM organizations take years to build with specialized expertise, in less than a day.
Streamline Planning
Utilize AI and Machine learning to run reverse funnel and pipeline modeling and identify the right targets for any segment or product.
Case Study
The Challenge
Lansweeper, like many growing SaaS companies, faced significant challenges managing and interpreting massive amounts of sales deals in their CRM software (Salesforce). Limited sales analytics capabilities in Salesforce had Lansweeper’s CRO manually extracting and analyzing data on a daily basis in Excel.
Discern’s Solution
By implementing Discern, Lansweeper improved their sales processes and efficiency. By automating data extraction and analysis, Discern allowed Lansweeper’s CRO to drastically reduce time spent on manual reporting and sales analysis. This newfound efficiency freed up 20-30% of his time, which could then be spent on improving sales performance.
All the Analytics You Need.
None of the Fluff.
Opportunity Management Dashboard
Keep a Finger on the Pulse
See how your pipeline has changed over any period of time for any segment, sales rep or opportunity type, and deploy targeted sales coaching during pipeline reviews.
Pipeline Planning
See into the Future
Identify historical performance and make adjustments to optimize pipeline model assumptions and reveal your bookings potential for the next few years.
Reverse Funnel Modeling
Set the Right Sales Goals
Input your sales targets by any segment, product or opportunity type and utilize Discern’s data science models to identify the right lead and pipeline targets.
Deeper Analytics
Take a Deep Look with a Light Touch
Monitor dozens of sales KPIs over any period of time and run advanced sales analytics by multiple layers of segments with an easy drag-and-drop interface.
Historical Retrospectives
Simplify Your Sales QBRs
Use Discern’s AI RevOps assistant to recap your quarter-end performance by any sales rep or segment and automate your key takeaways for the business or board.
Customer Testimonials
Case Study
The Challenge
While PlayPlay’s Operations team had created multiple dashboards in Salesforce, the solution was hard to use and required users to apply specific filters to access the right data. As a result, the PlayPlay team wasn’t able to see the full story behind sales performance and precisely act on CRM software insights.
Discern’s Solution
Ready to adopt a revenue intelligence solution, the PlayPlay team engaged Discern in a competitive POC in 2022. The team quickly chose Discern as the best solution to seamlessly surface sales insights.
Discern FAQs
Pricing depends on the size of your sales team. While we do not charge per seat, the size of your sales organization helps inform complexity of processes and systems. Pricing starts at $3,000 for the Sales Pipeline Analytics and Planning app. To learn more and get a clear quote, contact us.
Implementation is super easy! We have streamlined the implementation process so that you can get up and running with sales analytics and opportunity management dashboards within a day!
Yes! Sign up for any of our other Sales, Marketing or Customer Operations apps or try our Benchmarks or Operational Intelligence solutions for a more holistic view into GTM performance. Manage all your analytics and reporting from a single platform. To learn more about the best ways to combine Discern’s solutions, reach out to us.
Ready to Optimize Your Sales Process?
Discern gives you all the analytics you need to optimize your sales opportunity management process, close more business and improve sales efficiency.
Industry FAQs
Pipeline management is essential because it offers a clear view of where each prospect stands in your sales process, allowing your team to focus on the right deals at the right time. By prioritizing opportunities, forecasting revenue accurately, and identifying bottlenecks early, you can ensure that high-potential sales opportunities don’t slip through the cracks.
With Discern, businesses can seamlessly integrate data from multiple sources to manage sales pipelines effectively and gain sales reporting best practices. Our tools provide the insights you need to guide prospects through each stage, helping you close deals efficiently and hit your sales targets consistently.
In sales, a pipeline is like a roadmap that shows the journey potential customers take from initial interest to becoming paying customers. It’s a crucial tool for tracking your sales efforts and predicting future revenue, ensuring you’re always aware of where your prospects are in the buying process.
Discern makes it easy for businesses to visualize their pipeline and run effective opportunity management. By integrating data from various sources including CRM software, we provide a clear view of your prospects and guide sales reps toward closing deals. This way, your sales team can stay focused and organized, making the most of every sales opportunity.
The four key stages of a sales pipeline are prospecting, qualification, proposal, and closing. Each stage plays a vital role in ensuring that opportunities are fully pursued and that the sales process stays on track, from identifying potential leads to sealing the deal. While every company has different sales funnel stages and definitions, most companies incorporate these four stages in some way.
Discern simplifies tracking your sales stages by connecting directly to your CRM and other sales tools, ensuring that no opportunity or activity is overlooked. Whether you use four stages or eight, our flexible tools adapt to your specific sales process, making managing sales opportunities a breeze.
Maintaining a strong sales pipeline requires consistent sales outreach, lead generation, timely follow-ups, and regular reviews to improve pipeline coverage and conversion rates. Personalized communication and proper qualification of sales pipeline keep high-potential prospects moving forward, preventing stagnation in your sales process.
Discern offers clear visibility into every deal, helping you track progress and maintain momentum. Our data-driven insights alert you to when pipeline coverage is too low, while also providing you with the information needed to keep your sales pipeline healthy and productive. Discern makes it easy for your sales reps to run effective sales opportunity management and focus on the right opportunities to drive growth.
Sales opportunity management is all about how sales reps track and nurture potential sales opportunities as they move through all of your sales stages. By focusing on maximizing conversion rates, this process ensures that no high potential opportunities slip through the cracks.
Discern integrates an opportunity management system into your strategy, providing real-time updates that help you stay on top of every deal. We also offer advanced tools to score opportunities based on their likelihood of closing, so you can manage sales opportunities most effectively like prioritizing your efforts to focus on the leads most likely to convert.
Tracking B2B sales involves using CRM software (Customer Relationship Management software) to update and monitor each stage of the sales cycle. By keeping a close eye on deal progress and pipeline size in real-time, you can adjust strategies as needed to keep everything moving smoothly.
Discern enhances this process by adding an additional layer of analytics that most CRM tools can’t provide. Our tools are designed to help you run an effective opportunity management process, offering insights that allow you to track sales performance, deploy proper sales techniques, identify areas for improvement, and ultimately close more sales opportunities.
B2B sales funnel analysis is the process of examining how prospects move through each stage of your sales pipeline, from initial awareness to the final purchasing decision. By tracking conversion rates at each stage, you can identify bottlenecks, understand customer behavior, and adjust your strategies to boost efficiency.
Discern offers comprehensive sales analytics and reporting tools that sit on top of your CRM and sequencing systems. Our tools provide clear insights into pipeline health and conversion rate trends, helping you reduce friction, improve your sales process, and increase conversion rates.
Creating a sales pipeline plan involves mapping out the key stages of your sales process, setting measurable goals, and establishing criteria for moving sales leads forward. A well-defined plan ensures that your sales team knows exactly what steps to take to keep qualified leads moving through the pipeline.
Discern helps you create an effective pipeline plan by integrating real-time pipeline data from your existing systems. Our AI-driven tools assist you in setting the right pipeline targets for any segment, offering both reverse funnel modeling and pipeline planning to tailor the plan to your business needs.
Risk opportunity management involves identifying potential risks that could impact your sales process while also spotting new opportunities for growth. For example, managing at-risk deals might involve understanding which sales opportuntieis are single-threaded and working to incorporate more stakeholders.
Discern provides your sales team with the tools needed to navigate the complexities of risk opportunity management. Our insights help you assess risks, identify emerging opportunities, and take proactive steps to optimize your sales strategy, ensuring you’re always one step ahead.
A CRM system (customer relationship management tool) organizes and manages customer relationships and sales opportunity data, keeping track of interactions, sales activities, and potential deals. On the other hand, sales intelligence goes a step further by analyzing sales information to enhance efforts, offering deeper insights into both historical and real-time performance.
Discern acts as a sales intelligence tool that integrates with your CRM system. We ingest data from multiple sources, such as CRM, email, and sequencing tools, to provide advanced sales analytics, sales pipeline management, and opportunity scoring, addressing some of the reporting and analytics pain points in traditional CRM systems. Discern provides everything needed to manage your sales data, convert more prospects to paying customers, and deploy sales best practices.
A RevOps analyst plays a crucial role in aligning sales, marketing, and customer success teams to optimize the revenue process. By analyzing sales opportunities, creating reports, and streamlining processes, they help drive efficiency and maximize revenue growth across the organization.
Discern supports RevOps analysts by offering deep insights into sales team performance, helping identify bottlenecks and make data-backed decisions. Our tools empower RevOps professionals to enhance collaboration across departments, ensuring everyone is working towards shared revenue goals.
Sales operations focus specifically on optimizing the sales process, ensuring that sales teams have the tools, data, and processes needed to close sales opportunities efficiently. Revenue operations (RevOps), however, takes a broader approach, aligning sales, marketing, and customer success teams to create a unified strategy for revenue generation.
Discern empowers both sales operations and RevOps teams by integrating data and insights across departments. Our sales analytics platform enhances collaboration and provides the information needed to optimize processes, drive growth, and achieve your revenue goals.
Sales analytics involve using data to understand sales performance, forecast trends, and make informed decisions. By analyzing metrics like win rates and sales cycle lengths, you can identify areas for improvement and refine your sales process for better results.
Discern offers comprehensive sales analytics that go beyond traditional reporting. Our platform provides actionable insights that help you make data-driven decisions, optimize your sales strategy, and drive long-term growth. With Discern, you’re equipped to turn data into results.
The goal of RevOps is to optimize revenue growth by aligning sales, marketing, and customer success teams around shared objectives. By improving collaboration and efficiency across the entire customer lifecycle, RevOps helps organizations achieve sustainable growth.
Discern supports RevOps teams by providing data-driven insights that enhance collaboration and decision-making. Our platform helps break down departmental silos, supporting lead management, optimizing the sales opportunity management process, and identifies critical sales trends by segment, team or AE.