SlideShare a Scribd company logo
1 of 11
Infinity's Coffee Break Series Using Dashboards to Improve Call Planning Processes
Presenters: Jennifer van Pelt Senior Marketing Associate Michael Hammons Director, Solution Architects
Agenda: Introductions Call Planning Challenges  Why Plan? Demo Questions & Answers Announcements
Challenges Reduced Access Time Consuming Unfriendly Tools Not Integrated Rapid Changes Research suggests that as an investment, planning and preparation can increase productivity by as much as 20%!   Effective targeting and call planning are central to the success of these strategies.
Why Plan? Consider the following facts: Top reps rank importance of pre‐call planning as 8.32 89.4% of these reps ranked the importance as “7” or higher Senior‐level sales executives rank the importance as 8.81 97% of top‐quintile sales reps say preparation is a key to their success 3 out of 4 believe they use pre‐call planning better than their lower‐performing peers 91% of sales executives say that the top 10% of their sales reps prepare better than the remaining 90%
What’s Important for Call Planning Trends and analysis Customer regulatory filings Identification of known contacts within the customer organization Purchase history Notes and other CRM data
QlikView: Making the Complex Simple Consolidate informationrapidly from any data source Search data withGoogle-like ease Visualize data withstate-of-the art graphics CRM
demo Infinity Info Systems
Questions & answers Infinity Info Systems
http://www.infinityinfo.com/events/upcoming Upcoming Sessions: Portfolio Company Reporting and Analysis Tuesday, June 21, 2011, 2pm EDT Dynamics CRM Marketing 2.0 Wednesday, June 22, 2011, 2pm EDT Improve Quote to Order Processes with Mobile Dashboards Tuesday, June 28, 2011, 2pm EDT For more information contact:  Jennifer Van Pelt Senior Marketing Associate Tel: 646.747.6403 Email: jvanpelt@infinityinfo.com

More Related Content

More from Infinity Info Systems

QlikView 11: Work Smarter, Not Harder.
QlikView 11: Work Smarter, Not Harder.QlikView 11: Work Smarter, Not Harder.
QlikView 11: Work Smarter, Not Harder.Infinity Info Systems
 
Microsoft Dynamics Breakthrough Webinar Series: Go Mobile!
Microsoft Dynamics Breakthrough Webinar Series: Go Mobile!Microsoft Dynamics Breakthrough Webinar Series: Go Mobile!
Microsoft Dynamics Breakthrough Webinar Series: Go Mobile!Infinity Info Systems
 
SalesLogix Breakthrough Webinar Series 2012: CRM and Social Media
SalesLogix Breakthrough Webinar Series 2012: CRM and Social MediaSalesLogix Breakthrough Webinar Series 2012: CRM and Social Media
SalesLogix Breakthrough Webinar Series 2012: CRM and Social MediaInfinity Info Systems
 
Microsoft Dynamics CRM Breakthrough Webinar Series: Workflows and Processes
Microsoft Dynamics CRM Breakthrough Webinar Series: Workflows and ProcessesMicrosoft Dynamics CRM Breakthrough Webinar Series: Workflows and Processes
Microsoft Dynamics CRM Breakthrough Webinar Series: Workflows and ProcessesInfinity Info Systems
 
SalesLogix Portals: Take Advantage of the Latest SalesLogix Technology
SalesLogix Portals: Take Advantage of the Latest SalesLogix TechnologySalesLogix Portals: Take Advantage of the Latest SalesLogix Technology
SalesLogix Portals: Take Advantage of the Latest SalesLogix TechnologyInfinity Info Systems
 
SalesLogix: Migrating from LAN to Web
SalesLogix: Migrating from LAN to WebSalesLogix: Migrating from LAN to Web
SalesLogix: Migrating from LAN to WebInfinity Info Systems
 
Microsoft Dynamics CRM: Reporting and Dashboards
Microsoft Dynamics CRM: Reporting and DashboardsMicrosoft Dynamics CRM: Reporting and Dashboards
Microsoft Dynamics CRM: Reporting and DashboardsInfinity Info Systems
 
Infinity's coffee break series pharma biotech dashboards
Infinity's coffee break series pharma biotech dashboardsInfinity's coffee break series pharma biotech dashboards
Infinity's coffee break series pharma biotech dashboardsInfinity Info Systems
 
Infinity's coffee break series medical device activity management
Infinity's coffee break series medical device activity managementInfinity's coffee break series medical device activity management
Infinity's coffee break series medical device activity managementInfinity Info Systems
 

More from Infinity Info Systems (14)

Announcing Saleslogix 8.1
Announcing Saleslogix 8.1Announcing Saleslogix 8.1
Announcing Saleslogix 8.1
 
QlikView 11: Work Smarter, Not Harder.
QlikView 11: Work Smarter, Not Harder.QlikView 11: Work Smarter, Not Harder.
QlikView 11: Work Smarter, Not Harder.
 
Microsoft Dynamics Breakthrough Webinar Series: Go Mobile!
Microsoft Dynamics Breakthrough Webinar Series: Go Mobile!Microsoft Dynamics Breakthrough Webinar Series: Go Mobile!
Microsoft Dynamics Breakthrough Webinar Series: Go Mobile!
 
SalesLogix Breakthrough Webinar Series 2012: CRM and Social Media
SalesLogix Breakthrough Webinar Series 2012: CRM and Social MediaSalesLogix Breakthrough Webinar Series 2012: CRM and Social Media
SalesLogix Breakthrough Webinar Series 2012: CRM and Social Media
 
Microsoft Dynamics CRM Breakthrough Webinar Series: Workflows and Processes
Microsoft Dynamics CRM Breakthrough Webinar Series: Workflows and ProcessesMicrosoft Dynamics CRM Breakthrough Webinar Series: Workflows and Processes
Microsoft Dynamics CRM Breakthrough Webinar Series: Workflows and Processes
 
SalesLogix Portals: Take Advantage of the Latest SalesLogix Technology
SalesLogix Portals: Take Advantage of the Latest SalesLogix TechnologySalesLogix Portals: Take Advantage of the Latest SalesLogix Technology
SalesLogix Portals: Take Advantage of the Latest SalesLogix Technology
 
SalesLogix: Migrating from LAN to Web
SalesLogix: Migrating from LAN to WebSalesLogix: Migrating from LAN to Web
SalesLogix: Migrating from LAN to Web
 
Microsoft Dynamics CRM: Reporting and Dashboards
Microsoft Dynamics CRM: Reporting and DashboardsMicrosoft Dynamics CRM: Reporting and Dashboards
Microsoft Dynamics CRM: Reporting and Dashboards
 
CRM for Life Sciences
CRM for Life SciencesCRM for Life Sciences
CRM for Life Sciences
 
Infinity's coffee break series pharma biotech dashboards
Infinity's coffee break series pharma biotech dashboardsInfinity's coffee break series pharma biotech dashboards
Infinity's coffee break series pharma biotech dashboards
 
Infinity's coffee break series medical device activity management
Infinity's coffee break series medical device activity managementInfinity's coffee break series medical device activity management
Infinity's coffee break series medical device activity management
 
Infinity coffee break 82311 copy
Infinity coffee break 82311   copyInfinity coffee break 82311   copy
Infinity coffee break 82311 copy
 
Infinity coffee break 07 19 11
Infinity coffee break 07 19 11Infinity coffee break 07 19 11
Infinity coffee break 07 19 11
 
CRM While Driving
CRM While DrivingCRM While Driving
CRM While Driving
 

Recently uploaded

It will be International Nurses' Day on 12 May
It will be International Nurses' Day on 12 MayIt will be International Nurses' Day on 12 May
It will be International Nurses' Day on 12 MayNZSG
 
VIP Call Girl Jamshedpur Aashi 8250192130 Independent Escort Service Jamshedpur
VIP Call Girl Jamshedpur Aashi 8250192130 Independent Escort Service JamshedpurVIP Call Girl Jamshedpur Aashi 8250192130 Independent Escort Service Jamshedpur
VIP Call Girl Jamshedpur Aashi 8250192130 Independent Escort Service JamshedpurSuhani Kapoor
 
Tech Startup Growth Hacking 101 - Basics on Growth Marketing
Tech Startup Growth Hacking 101  - Basics on Growth MarketingTech Startup Growth Hacking 101  - Basics on Growth Marketing
Tech Startup Growth Hacking 101 - Basics on Growth MarketingShawn Pang
 
Regression analysis: Simple Linear Regression Multiple Linear Regression
Regression analysis:  Simple Linear Regression Multiple Linear RegressionRegression analysis:  Simple Linear Regression Multiple Linear Regression
Regression analysis: Simple Linear Regression Multiple Linear RegressionRavindra Nath Shukla
 
Sales & Marketing Alignment: How to Synergize for Success
Sales & Marketing Alignment: How to Synergize for SuccessSales & Marketing Alignment: How to Synergize for Success
Sales & Marketing Alignment: How to Synergize for SuccessAggregage
 
9599632723 Top Call Girls in Delhi at your Door Step Available 24x7 Delhi
9599632723 Top Call Girls in Delhi at your Door Step Available 24x7 Delhi9599632723 Top Call Girls in Delhi at your Door Step Available 24x7 Delhi
9599632723 Top Call Girls in Delhi at your Door Step Available 24x7 DelhiCall Girls in Delhi
 
Pharma Works Profile of Karan Communications
Pharma Works Profile of Karan CommunicationsPharma Works Profile of Karan Communications
Pharma Works Profile of Karan Communicationskarancommunications
 
Unlocking the Secrets of Affiliate Marketing.pdf
Unlocking the Secrets of Affiliate Marketing.pdfUnlocking the Secrets of Affiliate Marketing.pdf
Unlocking the Secrets of Affiliate Marketing.pdfOnline Income Engine
 
Value Proposition canvas- Customer needs and pains
Value Proposition canvas- Customer needs and painsValue Proposition canvas- Customer needs and pains
Value Proposition canvas- Customer needs and painsP&CO
 
HONOR Veterans Event Keynote by Michael Hawkins
HONOR Veterans Event Keynote by Michael HawkinsHONOR Veterans Event Keynote by Michael Hawkins
HONOR Veterans Event Keynote by Michael HawkinsMichael W. Hawkins
 
Best VIP Call Girls Noida Sector 40 Call Me: 8448380779
Best VIP Call Girls Noida Sector 40 Call Me: 8448380779Best VIP Call Girls Noida Sector 40 Call Me: 8448380779
Best VIP Call Girls Noida Sector 40 Call Me: 8448380779Delhi Call girls
 
Call Girls In Panjim North Goa 9971646499 Genuine Service
Call Girls In Panjim North Goa 9971646499 Genuine ServiceCall Girls In Panjim North Goa 9971646499 Genuine Service
Call Girls In Panjim North Goa 9971646499 Genuine Serviceritikaroy0888
 
Progress Report - Oracle Database Analyst Summit
Progress  Report - Oracle Database Analyst SummitProgress  Report - Oracle Database Analyst Summit
Progress Report - Oracle Database Analyst SummitHolger Mueller
 
Russian Faridabad Call Girls(Badarpur) : ☎ 8168257667, @4999
Russian Faridabad Call Girls(Badarpur) : ☎ 8168257667, @4999Russian Faridabad Call Girls(Badarpur) : ☎ 8168257667, @4999
Russian Faridabad Call Girls(Badarpur) : ☎ 8168257667, @4999Tina Ji
 
Creating Low-Code Loan Applications using the Trisotech Mortgage Feature Set
Creating Low-Code Loan Applications using the Trisotech Mortgage Feature SetCreating Low-Code Loan Applications using the Trisotech Mortgage Feature Set
Creating Low-Code Loan Applications using the Trisotech Mortgage Feature SetDenis Gagné
 
VIP Call Girls In Saharaganj ( Lucknow ) 🔝 8923113531 🔝 Cash Payment (COD) 👒
VIP Call Girls In Saharaganj ( Lucknow  ) 🔝 8923113531 🔝  Cash Payment (COD) 👒VIP Call Girls In Saharaganj ( Lucknow  ) 🔝 8923113531 🔝  Cash Payment (COD) 👒
VIP Call Girls In Saharaganj ( Lucknow ) 🔝 8923113531 🔝 Cash Payment (COD) 👒anilsa9823
 
Cash Payment 9602870969 Escort Service in Udaipur Call Girls
Cash Payment 9602870969 Escort Service in Udaipur Call GirlsCash Payment 9602870969 Escort Service in Udaipur Call Girls
Cash Payment 9602870969 Escort Service in Udaipur Call GirlsApsara Of India
 
A DAY IN THE LIFE OF A SALESMAN / WOMAN
A DAY IN THE LIFE OF A  SALESMAN / WOMANA DAY IN THE LIFE OF A  SALESMAN / WOMAN
A DAY IN THE LIFE OF A SALESMAN / WOMANIlamathiKannappan
 
Mondelez State of Snacking and Future Trends 2023
Mondelez State of Snacking and Future Trends 2023Mondelez State of Snacking and Future Trends 2023
Mondelez State of Snacking and Future Trends 2023Neil Kimberley
 
Grateful 7 speech thanking everyone that has helped.pdf
Grateful 7 speech thanking everyone that has helped.pdfGrateful 7 speech thanking everyone that has helped.pdf
Grateful 7 speech thanking everyone that has helped.pdfPaul Menig
 

Recently uploaded (20)

It will be International Nurses' Day on 12 May
It will be International Nurses' Day on 12 MayIt will be International Nurses' Day on 12 May
It will be International Nurses' Day on 12 May
 
VIP Call Girl Jamshedpur Aashi 8250192130 Independent Escort Service Jamshedpur
VIP Call Girl Jamshedpur Aashi 8250192130 Independent Escort Service JamshedpurVIP Call Girl Jamshedpur Aashi 8250192130 Independent Escort Service Jamshedpur
VIP Call Girl Jamshedpur Aashi 8250192130 Independent Escort Service Jamshedpur
 
Tech Startup Growth Hacking 101 - Basics on Growth Marketing
Tech Startup Growth Hacking 101  - Basics on Growth MarketingTech Startup Growth Hacking 101  - Basics on Growth Marketing
Tech Startup Growth Hacking 101 - Basics on Growth Marketing
 
Regression analysis: Simple Linear Regression Multiple Linear Regression
Regression analysis:  Simple Linear Regression Multiple Linear RegressionRegression analysis:  Simple Linear Regression Multiple Linear Regression
Regression analysis: Simple Linear Regression Multiple Linear Regression
 
Sales & Marketing Alignment: How to Synergize for Success
Sales & Marketing Alignment: How to Synergize for SuccessSales & Marketing Alignment: How to Synergize for Success
Sales & Marketing Alignment: How to Synergize for Success
 
9599632723 Top Call Girls in Delhi at your Door Step Available 24x7 Delhi
9599632723 Top Call Girls in Delhi at your Door Step Available 24x7 Delhi9599632723 Top Call Girls in Delhi at your Door Step Available 24x7 Delhi
9599632723 Top Call Girls in Delhi at your Door Step Available 24x7 Delhi
 
Pharma Works Profile of Karan Communications
Pharma Works Profile of Karan CommunicationsPharma Works Profile of Karan Communications
Pharma Works Profile of Karan Communications
 
Unlocking the Secrets of Affiliate Marketing.pdf
Unlocking the Secrets of Affiliate Marketing.pdfUnlocking the Secrets of Affiliate Marketing.pdf
Unlocking the Secrets of Affiliate Marketing.pdf
 
Value Proposition canvas- Customer needs and pains
Value Proposition canvas- Customer needs and painsValue Proposition canvas- Customer needs and pains
Value Proposition canvas- Customer needs and pains
 
HONOR Veterans Event Keynote by Michael Hawkins
HONOR Veterans Event Keynote by Michael HawkinsHONOR Veterans Event Keynote by Michael Hawkins
HONOR Veterans Event Keynote by Michael Hawkins
 
Best VIP Call Girls Noida Sector 40 Call Me: 8448380779
Best VIP Call Girls Noida Sector 40 Call Me: 8448380779Best VIP Call Girls Noida Sector 40 Call Me: 8448380779
Best VIP Call Girls Noida Sector 40 Call Me: 8448380779
 
Call Girls In Panjim North Goa 9971646499 Genuine Service
Call Girls In Panjim North Goa 9971646499 Genuine ServiceCall Girls In Panjim North Goa 9971646499 Genuine Service
Call Girls In Panjim North Goa 9971646499 Genuine Service
 
Progress Report - Oracle Database Analyst Summit
Progress  Report - Oracle Database Analyst SummitProgress  Report - Oracle Database Analyst Summit
Progress Report - Oracle Database Analyst Summit
 
Russian Faridabad Call Girls(Badarpur) : ☎ 8168257667, @4999
Russian Faridabad Call Girls(Badarpur) : ☎ 8168257667, @4999Russian Faridabad Call Girls(Badarpur) : ☎ 8168257667, @4999
Russian Faridabad Call Girls(Badarpur) : ☎ 8168257667, @4999
 
Creating Low-Code Loan Applications using the Trisotech Mortgage Feature Set
Creating Low-Code Loan Applications using the Trisotech Mortgage Feature SetCreating Low-Code Loan Applications using the Trisotech Mortgage Feature Set
Creating Low-Code Loan Applications using the Trisotech Mortgage Feature Set
 
VIP Call Girls In Saharaganj ( Lucknow ) 🔝 8923113531 🔝 Cash Payment (COD) 👒
VIP Call Girls In Saharaganj ( Lucknow  ) 🔝 8923113531 🔝  Cash Payment (COD) 👒VIP Call Girls In Saharaganj ( Lucknow  ) 🔝 8923113531 🔝  Cash Payment (COD) 👒
VIP Call Girls In Saharaganj ( Lucknow ) 🔝 8923113531 🔝 Cash Payment (COD) 👒
 
Cash Payment 9602870969 Escort Service in Udaipur Call Girls
Cash Payment 9602870969 Escort Service in Udaipur Call GirlsCash Payment 9602870969 Escort Service in Udaipur Call Girls
Cash Payment 9602870969 Escort Service in Udaipur Call Girls
 
A DAY IN THE LIFE OF A SALESMAN / WOMAN
A DAY IN THE LIFE OF A  SALESMAN / WOMANA DAY IN THE LIFE OF A  SALESMAN / WOMAN
A DAY IN THE LIFE OF A SALESMAN / WOMAN
 
Mondelez State of Snacking and Future Trends 2023
Mondelez State of Snacking and Future Trends 2023Mondelez State of Snacking and Future Trends 2023
Mondelez State of Snacking and Future Trends 2023
 
Grateful 7 speech thanking everyone that has helped.pdf
Grateful 7 speech thanking everyone that has helped.pdfGrateful 7 speech thanking everyone that has helped.pdf
Grateful 7 speech thanking everyone that has helped.pdf
 

Infinity's coffee break series using dashboards to improve call planning processes

  • 1. Infinity's Coffee Break Series Using Dashboards to Improve Call Planning Processes
  • 2.
  • 3. Presenters: Jennifer van Pelt Senior Marketing Associate Michael Hammons Director, Solution Architects
  • 4. Agenda: Introductions Call Planning Challenges Why Plan? Demo Questions & Answers Announcements
  • 5. Challenges Reduced Access Time Consuming Unfriendly Tools Not Integrated Rapid Changes Research suggests that as an investment, planning and preparation can increase productivity by as much as 20%! Effective targeting and call planning are central to the success of these strategies.
  • 6. Why Plan? Consider the following facts: Top reps rank importance of pre‐call planning as 8.32 89.4% of these reps ranked the importance as “7” or higher Senior‐level sales executives rank the importance as 8.81 97% of top‐quintile sales reps say preparation is a key to their success 3 out of 4 believe they use pre‐call planning better than their lower‐performing peers 91% of sales executives say that the top 10% of their sales reps prepare better than the remaining 90%
  • 7. What’s Important for Call Planning Trends and analysis Customer regulatory filings Identification of known contacts within the customer organization Purchase history Notes and other CRM data
  • 8. QlikView: Making the Complex Simple Consolidate informationrapidly from any data source Search data withGoogle-like ease Visualize data withstate-of-the art graphics CRM
  • 10. Questions & answers Infinity Info Systems
  • 11. http://www.infinityinfo.com/events/upcoming Upcoming Sessions: Portfolio Company Reporting and Analysis Tuesday, June 21, 2011, 2pm EDT Dynamics CRM Marketing 2.0 Wednesday, June 22, 2011, 2pm EDT Improve Quote to Order Processes with Mobile Dashboards Tuesday, June 28, 2011, 2pm EDT For more information contact: Jennifer Van Pelt Senior Marketing Associate Tel: 646.747.6403 Email: jvanpelt@infinityinfo.com

Editor's Notes

  1. On a scale of 1 to 10 (1 meaning “not important” and 10 meaning “extremely important”),