Sales Managers were buried in manually gathering and manipulating data in Excel to produce reports needed for timely business decisions.
Business decisions were based on inaccurate, inconsistent information due to the lack of ‘a single source of truth’ for sales reporting.
Sales Beacon’s Sales Intelligence consultant developed full data cycle reporting and dashboards.
Sales Beacon’s solution streamlined the visualization and reporting process leading to a reduction in reporting cycle time.
Years of automatic account create records from numerous feeder systems was creating havoc for pipeline reporting with up to 10 duplicate records per opportunity.
The Account data in Salesforce.com contained duplicate entries and junk data. These Account Records were the result of years of automatic account creates from numerous feeder systems. This data had never been de-duplicated.
Based on Sales Beacon’s work, new account policies and IT fixes were implemented, impacting the entire sales organization. Pipeline analysis and reporting was now far more accurate.
The over-burdened analytics team was unable to keep up with the increasing demand for data analytics reports and dashboards.
The client’s data analytics teams were unable to keep up with Sales demands for timely, accurate information.
Sales Beacon’s Sales Intelligence consultants implemented a program control model and introduced new reporting solutions.
Sales Beacon’s solution improved and reinstated reporting of sales data crucial for business decision making.
Sales Managers were buried manually importing data into spreadsheets in order to produce the reports they needed to run the business.
Sales leadership was not getting timely information because data sources used different indexes so managers and operations teams spent many hours a week manually inserting data into spreadsheets.
Sales Beacon stepped in to support the manual reporting e orts. Sales Beacon systemized the entire sales reporting process and streamlined the data gathering methodology.
Sales Beacon’s Performance Dashboard is now a core reporting tool for the sales management teams. Sales leaders have access to insights needed to manage the sales force, sales territory alignment and sales team resourcing.
Our Sales Intelligence consultants transformed manual, inconsistent reporting into enterprise-wide business insights.
Sales leadership needed an easier way to understand trends in goal attainment across all territories and product lines in order to make decisions on territory alignment and sales incentives.
Leveraged existing sales data by developing an enterprise-wide balanced score card that implemented a stacked ranking leaderboard across all key strategy categories.
The Balanced Scorecard was adopted by sales leadership as a key sales reporting and sales force motivation tool.
Manually gathering data and building reports was costing many hours per week from the busy schedules of sales managers and operations teams.
Sales-critical information was not getting developed on time as sales managers followed the time consuming manual process of gathering, combining and converting data into actionable reports.
Our Sales Intelligence consultants automated the report building process for the client, freeing up sales leaders’ time for analyzing, decision making and strategizing.
The real value add for the customer was that the automated process of report generation ensured valuable hours are invested in making sense of data, instead of working on data.
The client sales forecasting process cost millions of dollars in lost sales productivity annually. Salesforce.com use was low across the organization.
A manual, weekly sales forecasting process was costing millions of dollars in lost sales productivity annually.
Increased productivity by one-half day for every person in the sales organization.
Sales teams were unable to utilize legacy customer satisfaction data to proactively identify high-risk customers.
The client had a large database of customer feedback that had incredible customer information that would be very useful in the hands of the sales people–but was inaccessible. They asked Sales Beacon to develop a monthly report that highlighted customer satisfaction trends and comparison. Technical resources required for complex sales took too much time to engage.
Sales Beacon developed an automated monthly regional report by extracting key trending data from the customer satisfaction system.
Better informed sales teams equipped to identify and capitalize on sales opportunities and proactively reach out to unsatisfied customers.