Success Story

Automating sales forecasts with Einstein

The Challenge

Avaya's forecasting process required countless hours from multiple teams each quarter. In order to produce accurate forecasts, Avaya was spending valuable hours discussing the likelihood of opportunities to close in the field, and then manually adjusting weightings, validating inputs, and aggregating data. And not all bookings were tied to opportunities with some ‘Blind Bookings’ ordered without an associated opportunity. With Forecasting views located on different tabs/apps users had to swivel back and forth between them to get their forecast view, which was not efficient.

The Solution

Avaya partnered with Atrium to update its Sales Cloud application and to implement Einstein. To solve the challenges Avaya was facing, Atrium developed a customized Einstein Discovery model predicting ‘Propensity to Close in Quarter’ for opportunities, customized the Einstein “Time Series” model used to calculate “blind bookings”, and customized Einstein Analytics forecast dashboard for easy exploration and discovery of forecast results. For quick and seamless access to Sales Rep forecasts, Atrium embedded the Sales Rep dashboard in Avaya’s lightning homepage.

The Technology

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Salesforce Einstein Analytics

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Salesforce Sales Cloud

The Results

With Einstein Analytics, Sales Reps, Managers, and Sales Ops spend far less time assembling quarterly forecasts. And the forecasts for Sales Reps and Sales Manager are now available on the Sales Rep home page so reps and managers always know where they stand without having to swivel between different apps. Also, data from Einstein Analytics gives Avaya the ability to see insights into what factors are driving “likeliness to close” scores, making their quarterly forecasting effort more efficient.

About Avaya

Avaya is an American multinational technology company headquartered in Santa Clara, California, that specializes in business communications, specifically unified communications (UC), contact center (CC), and services. Serving organizations at 220,000 customer locations worldwide, Avaya is the largest pure-play UC and CC company, ranking No. 1 in CC and No. 2 in UC and collaboration. The company had FY17 revenues of $3.3 billion, 78% of which was attributed to software and services.

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