Opportunity Hygiene Accurate Pipelines, Boosted Revenue

Data Quality is the #1 reason for Inaccurate Forecasts

Administrative Burden

Sales leaders spend an average of 13% of their time asking their teams to enter or clean up data in the CRM. This task is part of a broader administrative workload that detracts from more strategic activities such as coaching and guiding their teams.

Overall Time Allocation

In addition to the time spent specifically on CRM updates, sales leaders spend about 28% of their time on various administrative tasks, which includes data management among other duties.

Impact on Sales Effectiveness

The need to continually prompt sales reps to update CRM data not only takes time away from sales leaders but also highlights inefficiencies in data management processes. This misallocation of time can affect overall sales effectiveness and strategic decision-making.

How it works

Picture of the Delpha Assistant with three opportunity-related conversations
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Step 1 : Detect

The Delpha Co-Pilot autonomously identifies errors in opportunities and proactively engages with sales representatives to rectify the information. 


This includes the fields Close Dates, Next Steps, Contacts in deal, and Stage.

Picture of the Delpha Assistant running through the Overdue Close Date conversation
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Step 2 : Engage and Solve

The Delpha Co-Pilot Conversation is streamlined, allowing corrections to be made in just a few clicks, saving significant time and effort.

Picture of the Delpha Opportunity Dashboard
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Step 3 : Track and Monitor

Track the engagement of the Sales Team with the Delpha Co-Pilot.

Monitor the quality of the most important fields including Close Dates, Next Steps, Contacts in deal, Stage, and identifying any Missing information.

Picture of the Delpha Conversation Builder to create your own conversations
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Step 4 : Personalize

Build your own Delpha Co-Pilot Conversations based on a no-code approach, triggers by data, and that can launch Robotic Process Automation

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Benefits of Opportunity Hygiene

Better Forecast Accuracy

Accurate data can improve forecast accuracy by up to 33%. – Gartner

With accurate opportunity hygiene, CROs and sales managers can generate reliable sales forecasts, leading to better strategic planning and resource allocation.

Enhanced Sales Efficiency

Sales reps spend up to 20% of their time on administrative tasks, including updating CRM data. – McKinsey

By reducing the time spent on these tasks, sales reps can focus more on selling and engaging with customers, thereby increasing productivity and sales performance.

Empower Sales Leaders

Sales leaders spend an average of 13% of their time asking their teams to enter or clean up data in the CRM. – Gartner

By automating data hygiene, sales leaders can reclaim this time to focus on strategic initiatives, coaching, and closing deals, ultimately driving better business outcomes.

Frequently Asked Questions