The Path to Being a Revenue Leader
Climb above leads and accounts to see what’s really important.
Pipeline Planning
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Pipeline Forecasting
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Pipeline Insights
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Funnel Optimization
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Real-Time Integrations
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Fortella is a B2B Revenue Driven Marketing application that aligns marketing execution with corporate revenue goals.
Fortella helps CMOs and marketing teams answer these strategic questions:
1) How much pipeline should Marketing generate to meet revenue goals?
2) What is Marketing’s current pipeline performance versus plan?
3) How should marketing activities be continuously optimized to meet revenue goals?
Fortella guides Marketing towards revenue by helping you see beyond leads and accounts to track revenue performance at every level, for every segment, and for every action. It works in concert with your existing CRM and marketing applications to build a accurate plan, track pipeline performance and forecasts, and optimize marketing effectiveness – all based on real revenue results.
Pipeline Planning
Align Marketing plans with corporate revenue goals. Build pipeline plans based on actual conversion rates, sales cycles and deal sizes. Balance pipeline needs across go-to-market segments to optimize marketing resources. Integrate with FP&A, marketing, and sales applications to provide a ‘single source of truth’ for marketing pipelines data.
Build accurate plans based on actual pipeline performance vs. static assumptions
Increase Marketing’s confidence in achieving corporate revenue goals
Pipeline Forecasting
Forecast with confidence. Avoid missing marketing pipeline targets by acting earlier.
Provides marketing pipeline forecasts for each go-to-market segment by month, quarter and year. Incorporates multiple predictive models and historic performance to improve forecasting accuracy. Continuously updates forecasts with latest data from sales and marketing systems. Recommends early action to fill pipeline gaps while you have time.
Improve forecasting accuracy based on real time data and predictive models
Simplify and accelerate forecasting effort by eliminating manual spreadsheets
Get actionable recommendations to address pipeline gaps earlier
Pipeline Insights
Analyze and report marketing’s impact on revenue. Translate Fortella recommendations to into smarter actions.
Provides real-time and historic marketing pipeline KPIs in one place including marketing sourced and influenced pipeline, number of deals, average sizes, win/loss rates, conversion times, and more. Continuously tracks ‘qualified’ marketing pipeline to provide a forward-looking view for each segment. Recommends smart funnel actions to improve future revenue performance. Delivers weekly marketing pipeline reports to showcase Marketing’s impact to enterprise stakeholders.
Have all the key pipeline metrics at your fingertips for quick decision-making and reporting
Translate Fortella’s recommendations for smarter funnel actions
Significantly reduce effort needed to compile and report pipeline KPIs
Funnel Optimization
Target the right accounts and buyer personas for improved marketing performance. Drive funnel actions for the shortest path to revenue.
Unearths marketing qualified accounts (MQAs) in existing database for generating incremental pipeline. Projects MQAs needed to meet future pipeline goals. Analyzes account and buyer persona engagement by segment and funnel stages. Recommends smart actions for improved marketing performance. Creates custom audience and nurture lists by segment, funnel stage, account and buyer personas for targeted action through existing CRM, marketing, and advertising platforms.
Identify ‘hidden pipeline’ in existing DB with accounts most likely to convert
Improve marketing’s impact on revenue through targeted actions
Avoid spending money on targets that will yield little revenue impact
Real-time Integrations
Securely integrate with existing marketing, CRM and financial applications.
Provides bi-directional integration with popular marketing, CRM and financial applications. Built upon a sophisticated ingestion architecture that is real-time, fault tolerant and accommodates multiple end-points. Enables vendor approved access control and authentication protocols. Supports data encryption and SOC II compliance to ensure data integrity.
Hubspot
Adaptive Insights
Salesforce Sales Cloud
Salesforce Pardot
Adobe Marketo
Oracle Eloqua
Kwanzoo
More coming soon…
The Fortella Platform
Fortella’s power to combine go-to-market data, surface key revenue-driving insights, and recommend impactful marketing moves is built on an artificial intelligence (AI) platform designed expressly for a revenue driven focus. It elevates Marketing above lead and account-driven tactics, and guides its actions towards better revenue outcomes.
The Fortella platform ingests siloed first-party CRM and marketing data. It performs data profiling, cleansing and enrichment using Fortella and customer provided third-party databases.
Fortella then maps leads to account (L2A) and organizes accounts into go-to-market segments. Fortella segments can be based on a combination of account type, industry, size, geography, sales territories and custom attributes. Using it’s proprietary machine learning technology, Fortella standardizes leads and contacts into buyer personas based on job level, function and department.
Fortella’s AI algorithms derive key segment level insights including account fit, cross-channel engagement, buyer persona coverage and funnel stages.
Fortella’s ability to standardize and organize sales and marketing into segments and buyer personas, and derive powerful insights and AI recommendations is a key platform differentiator. It liberates Marketing from having to do the heavy-lifting of resolving messy data issues and allows it to focus on making real-time, smart decisions based on Fortella’s recommendation to maximize revenue outcomes.
Fortella Platform Differentiators
SaaS-based
Multi-tenancy deployment, horizontal scaling
Advanced Security | SOC II Compliant
Access control and authentication, application and data security, encryption, intrusion detection, disaster recovery
Extensible
Modular, reactive micro-services based architecture
Sophisticated Ingestion Architecture
Real-time, batch, fault tolerant, accommodates multiple end points
Proprietary AI algorithms
AI technology for data standardization, persona targeting
Time-series database
Highly scalable time-series database for creating data snapshots, historical analysis and forecasting
