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BI for Sales - KPI for Sales Force Management

Successful sales force management is dependent on up-to-date, accurate information. Sales Directors and Sales Managers use this data to monitor goals and objectives. Imagine if you could monitor enterprise sales results at the international, national, regional, local, team and individual sales professional! As a sales manager, you could manage incentives and set targets with complete confidence. You could provide accurate sales forecasts and predictions to ensure that the enterprise consistently meets its goals and can depend on the predicted revenue and profits for investment, new product development, market expansion and resource acquisition.

BI for Sales Force with KPI for Sales function provides true, meaningful information by integrating the data from enterprise systems and presenting a single, unified view of results. This view can be customised to meet the needs of a sales manager, a team leader or an individual sales professional – so everyone will have the information they need to manage their role and be accountable for objectives and goals. You can slice and dice data, summarize results and drill down, drill through and analyse information to discover the source of a problem. If a sales region fails to meet the established plan, you can quickly ascertain the root cause of the issue, whether it is product dissatisfaction, poor sales performance, or any one of a number of other sources.

Since the demand generated by your sales force directly affects the production cycle and plan, you can monitor sales targets and objectives with product capacity and production using KPI for Sales Force, thereby ensuring that your sales team can satisfy the customer without shortfalls or back orders. If some customers are behind on product payments, you can identify the source of the issue and address that issue with KPI for Sales, before it results in declined revenue and results.

Business Intelligence Tool

BI for Sales with KPI for Sales Force Management

  • Set targets and allocate resources based on authentic data, rather than speculation
  • Establish, monitor and adapt accurate forecasts and budgets based on up-to-date, verified data with KPI for Sales Force
  • Analyse current data, taking into consideration cross-sell and up-sell revenue paths and the estimated lifetime value of a customer
  • Analyse the elements of sales effort, e.g., prospecting, upselling, discounts, channel partners, sales collaterals, presentations; and adapt those processes that do not provide a competitive edge in strong customer relationships and client loyalty
  • Measure the factors affecting sales effectiveness to improve sales productivity and correct strategies that do not work with KPI for Sales Force
  • Achieve a consistent view of sales force performance, with a clear picture of unexpected variations in sale and immediate corrective action and strategic adjustment based on trends and patterns
  • Understand product profitability and customer behaviour, by spotlighting customers and products with the highest contribution to the bottom line
  • Revise expense and resource allocation using the net value of each customer segment or product group
  • Identify the most effective sales tactics and mechanisms, and the best resources and tools, to meet organisational sales objectives
  • Establish a personalised, automated alert system to identify and monitor upcoming opportunities and threats

ElegantJ BI Integrated Business Intelligence and Enterprise Reporting capabilities ensure comprehensive Corporate Performance Management, and provide operational business intelligence with simple, practical, affordable features and functionality. Our BI for Sales with KPI for Sales Force templates are relevant to all industries and functions and can be used by the average business user without the assistance of analysts, statistical experts or technical programmers. No matter the size of your organisation or the industry or product or service, ElegantJ BI solutions can satisfy your needs with flexible licensing and implementation options that include on premises implementation and hosted, Software as a Service (SaaS) implementation.

ElegantJ BI solutions provide a single source, integrated view of enterprise data from numerous sources and enable every user to build views, dashboards and KPI for Sales to satisfy the needs of their role, department and function, so every user is engaged in the pursuit of strategic, operational and tactical goals and can provide appropriate support for continued success in acquiring new clients and in retaining existing clients and selling new products and services.

If you need a rich, intuitive BI for Sales Force solution, coupled with robust CPM features, we encourage you to contact us today to discuss your unique requirements and get started with the ElegantJ BI solution suite. Email us at sales@ElegantJBI.com

Business Intelligence Case Study

Customer Success Story

Business Intelligence Tool – Case Study

The client is a WHO-GMP compliant, ISO 9002 certified, leading publicly listed Pharmaceuticals Company with a large shareholder base. The company manufactures all major dosage forms such as Tablets, Capsules, Injectables, Syrups, Ointments, etc. Read full story »