Technical Scorecards

Capturing changes and trends in prospect requirements is critical to gaining an accurate view and determining the probability of a deal closing. Elvance scorecards are fully customizable allowing you to define your influential data points. Through aggregation of historic scorecard data and our AI analysis and predications we provide powerful insights and trends to increase your win rate. 

Tick Track your prospects journey and understand influential activities.

Tick Directly embedded into your Salesforce Opportunity records.

Tick Utilize playbooks and best practices to increase win-rate.

Feature & Product Gaps

Opportunity management

Gain a better understanding of the demand for specific features and functionality to help align your product strategy with market trends and prospect needs. Let us track the gaps in your product offerings, provide insight into lost revenue and upselling opportunities. 

Tick Integrate into existing product development tools e.g. JIRA

Tick Arm individuals with workarounds or recommended approaches.

Tick Directly linked to Opportunity records with detailed reporting.


Feature & Product Gaps

Elvance Feature Gaps

Gain a better understanding of the demand for specific features and functionality to help align your product strategy with market trends and prospect needs. Let us track the gaps in your product offerings, provide insight into lost revenue and upselling opportunities. 

Tick Integrate into existing product development tools e.g. JIRA

Tick Arm individuals with workarounds or recommended approaches.

Tick Directly linked to Opportunity records with detailed reporting.

Calendar Integration

With integrations to Google and Microsoft Outlook calendars, effortlessly capture activity data and automatically relate to Opportunity records. Gain valuable insights into activity trends, cost-of-sale metrics and more. Our unique automated AI predictions makes it a breeze to save events.

Tick Real-time synchronisation of events with intuitive calendar views.

Tick Sync and save an entire week’s activities in a matter of seconds.

Tick Automated AI predictions reducing manual data entry.

Assignment & Capacity

Enhance your team’s effectiveness through intelligent opportunity assignment and capacity management. Quickly determine the right individual or team through skill profiles and historic success rates, with full flexibility from automated to manual assignment.

Tick Utilization insights to justify additional team members.

Tick Flexibility with assignment models to suit your requirements.

Risk Management

Achieve more accurate forecasting with our advanced risk management capabilities. Allowing greater visibility, we capture the patterns within risks throughout the opportunity cycle and so you can better understand the most impactful and highest occurring risks. 

Tick Analyze the impact and likelihood trends.

Tick Pre-built dashboards outlining the most impactful risks.

Tick Bespoke mitigation steps to effectively navigate the risks.

Opportunity management

Activity Tracking

Obtain cost of sale and return on investment metrics through opportunity activity logs. Identify outliers by comparing against historical data and observe trends in behaviours across individuals, customer profiles, team combinations and other factors.

Tick Customise the level of detail captured.

Tick View at an individual opportunity level or summarise.

Tick Determine efficiency gains and track improvements.

Opportunity management

Opportunity Matrix

Opportunity management

Customize Elvance stages to understand the key technical milestones in the sales cycle. View opportunity progression and assignment through your matrix dashboard. Achieve more accurate forecasting and identify misalignment with multi-dimensional analysis.

Tick Intuitive drag-and-drop interface to assign and update stages.

Tick Search across team members and review assignments.

Tick Pre-built reports showing opportunity stage misalignment.

Intuitive Configuration

Here to support you with installation, use the Elvance Setup Assistant to configure and tailor the solution to your needs. Installed in 6 simple steps with no coding, easily enable or disable features through the Elvance Administration and amend permissions to your business needs. 

Tick Built on the Salesforce Lightning interface.

Tick Ease of use for end users and administrators.

Tick Extend functionality through Salesforce flows and logic.

Elvance

Intuitive Configuration

Here to support you with installation, use the Elvance Setup Assistant to configure and tailor the solution to your needs. Installed in 6 simple steps with no coding, easily enable or disable features through the Elvance Administration and amend permissions to your business needs. 

Tick Built on the Salesforce Lightning interface.

Tick Ease of use for end users and administrators.

Tick Extend functionality through Salesforce flows and logic.

Elvance