Maximising sales data with Cloudia

Effective use of sales data can be a game-changer for any business, and with Cloud Quote’s latest addition, Cloudia, accessing actionable insights has never been easier. Cloudia, an AI-powered data analyst, turns complex data into straightforward, practical insights, empowering teams to make informed, real-time decisions.

In this blog, we’ll explore how Cloudia can elevate your sales process, providing a closer look at her advanced features that transform data into a strategic asset for growth.

Cloudia: The AI-driven data analyst for smarter decisions

When it comes to sales data, the ability to analyse and interpret data efficiently is crucial. That’s where Cloudia steps in. Powered by OpenAI, Cloudia acts as your personal data analyst, offering real-time insights from the reports you generate within Cloud Quote (CQ). By simply asking questions, you can get actionable answers, eliminating the need for manual data analysis. Cloudia also ensures that your data is always protected.

Screenshot of the Cloud Quote sales data interface

What makes Cloudia stand out?

Cloudia doesn’t just give you raw data—she transforms it into insights that help you make informed business decisions. Here are some ways she elevates your sales experience:

  • Real-time feedback

Simply open a report, and Cloudia provides instant feedback on the sales data. Whether you need to break down quotes by rep, analyse sales price totals, or investigate why deals are being lost, Cloudia delivers a detailed graphical interpretation of the data by simply prompting and asking questions.

Screenshot of the Cloud Quote sales data bar graph

  • Enhanced decision-making with predictive insights

Cloudia doesn’t just interpret data—she can also identify patterns and trends within your data, allowing you to make proactive business decisions. By analysing historical data, Cloudia can provide insights into potential future sales opportunities, helping you anticipate market changes, adjust strategies, and optimise your pipeline.

Screenshot of Cloud Quote interface

  • Multifunctional data outputs

Cloudia goes beyond analysis. She can create Excel spreadsheets, graphs, PDFs, email drafts, and even interactive heatmaps based on your queries. This flexibility saves you time when examining your sales data and allows you to focus on growing your business.

Screenshot of Cloud Quote accepted quotes ratio by tags.

For example, you could ask Cloudia:

  • “What are my 10 most quoted products by total value?”
  • “Break down the quotes by rep and deal stage—showing sales price totals.”
  • “What are the reasons for rejected quotes?”
  • “Calculate a commission payout (5% commission) on quotes marked as accepted) for my reps. Show me a table of reps, total turnover and commission I should pay them.”

With Cloudia’s AI capabilities, Cloud Quote becomes a powerful tool for extracting meaningful insights from your sales data.

Screenshot of the top 8 categories by total value and quote status in a histogram graph

Watch our Cloudia Webinar to explore all the ways Cloudia can optimise your Cloud Quote experience.

Incorporating Cloudia into your sales process enables you to tap into valuable insights with ease, making data-driven decision-making a seamless part of your company’s workflow. Cloudia’s rollout is currently in its early stages, with specific customers testing her capabilities. If you’re already a Cloud Quote user, we encourage you to try Cloudia out and experience her impact firsthand. Your feedback is invaluable in shaping her development, so please share your experience to help us train and refine Cloudia into an even more powerful tool for smarter sales data insights.

For an even more seamless experience in managing sales orders, check out our recent article on our CO3 Nucleus integration, designed to elevate your sales software experience further.

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