Financial Clarity is a business intelligence tool that provides financial services companies with aggregated sales data and profiles of financial intermediaries. It combines transaction data from fund managers, insurers, and platforms with profile data from its Matrix Financial Intermediary Database. Financial Clarity offers secure online dashboards that provide visual analyses of companies' own sales performance compared to market trends. These dashboards help users identify growth opportunities, monitor sales team performance, and gain insights into clients and prospects. Financial Clarity's data covers 90% of intermediated financial product sales in the UK market.
The global sales performance management market was valued at US$XX billion in 2019 and is expected to reach US$XX billion by 2027, growing at a CAGR of 13.6%. Sales performance management software helps organizations plan more effectively and maximize performance by automating and integrating back-office sales processes. The cloud-based segment is growing most rapidly due to its widespread adoption by small and medium enterprises. North America currently dominates the market due to technological advancements and the presence of major players in the region.
Mortgage Clarity is a data analytics tool that allows mortgage lenders to analyze their business performance and benchmark themselves against 96% of the UK mortgage market. It provides visual dashboards and statistical tools to analyze metrics like market share, broker sales, customer profiles, and risk exposure. Key benefits include competitive analysis, improved sales through better broker targeting, and more strategic and compliant risk management. The tool is accessed through an online portal and customizable dashboards without additional software or IT support.
The document discusses the sales learning curve concept where a company needs time to learn how to effectively sell a new product as it did with manufacturing learning curves. The sales learning curve unfolds in three stages - initiation where sales reps learn about customers and marketing, transition where a repeatable sales model is developed and capacity is increased proportionately, and execution where sales reps can be hired rapidly within constraints. Allowing the strategies to adjust at each stage allows for more accurate planning, expectations, avoiding cash shortfalls, and reducing time and money to profitability.
The document discusses the Silvon Stratum suite of operational planning, analysis and reporting applications. It describes how Stratum provides manufacturers greater visibility into operations, decreased variability across the supply chain, and more accurate planning capabilities to help address challenges from globalization and increased competition. It highlights key features of Stratum, including pre-defined analyses and reports, planning applications, alerts, dashboards, and integration with ERP systems. The document invites readers to learn more about how Stratum can help solve their specific business issues.
SalesLogix Visual Analyzer delivers customizable dashboard views of key Sage SalesLogix data, for a low cost of deployment, providing your organization the insight needed to extend your competitive advantage.
Learn how to make sense of two approaches to managing customer interaction and engagement: CRM (Customer Relationship Management) and MA (Marketing Automation). In this presentation, you will learn:
-101-level marketing technology definitions
-When and how to use what platform
-Best practices & success stories for marketing and sales teams
This document provides an overview of the B2B marketing automation industry and guidelines for selecting a marketing automation platform. It finds that B2B marketers face increasing pressure to improve ROI and are focusing on optimizing existing technology investments rather than spending more. Leading criteria for selecting a platform include ease of implementation, integration capabilities, and analytics over cost or recommendations. The top vendors in the industry are profiled and steps are outlined to determine needs and make an informed purchase decision.
Sales force automation (SFA) software automates business tasks of sales such as order processing, contact management, and customer relationship management. Hewlett-Packard implemented an SFA system from Oracle on a global scale to standardize processes and provide customer information to salespeople. The challenges included overcoming cultural differences, but customized interfaces helped. The results were increased revenue, lower costs, and better customer experience, showing SFA can improve business metrics when implemented successfully on a large scale.
The global sales performance management market was valued at US$XX billion in 2019 and is expected to reach US$XX billion by 2027, growing at a CAGR of 13.6%. Sales performance management software helps organizations plan more effectively and maximize performance by automating and integrating back-office sales processes. The cloud-based segment is growing most rapidly due to its widespread adoption by small and medium enterprises. North America currently dominates the market due to technological advancements and the presence of major players in the region.
Mortgage Clarity is a data analytics tool that allows mortgage lenders to analyze their business performance and benchmark themselves against 96% of the UK mortgage market. It provides visual dashboards and statistical tools to analyze metrics like market share, broker sales, customer profiles, and risk exposure. Key benefits include competitive analysis, improved sales through better broker targeting, and more strategic and compliant risk management. The tool is accessed through an online portal and customizable dashboards without additional software or IT support.
The document discusses the sales learning curve concept where a company needs time to learn how to effectively sell a new product as it did with manufacturing learning curves. The sales learning curve unfolds in three stages - initiation where sales reps learn about customers and marketing, transition where a repeatable sales model is developed and capacity is increased proportionately, and execution where sales reps can be hired rapidly within constraints. Allowing the strategies to adjust at each stage allows for more accurate planning, expectations, avoiding cash shortfalls, and reducing time and money to profitability.
The document discusses the Silvon Stratum suite of operational planning, analysis and reporting applications. It describes how Stratum provides manufacturers greater visibility into operations, decreased variability across the supply chain, and more accurate planning capabilities to help address challenges from globalization and increased competition. It highlights key features of Stratum, including pre-defined analyses and reports, planning applications, alerts, dashboards, and integration with ERP systems. The document invites readers to learn more about how Stratum can help solve their specific business issues.
SalesLogix Visual Analyzer delivers customizable dashboard views of key Sage SalesLogix data, for a low cost of deployment, providing your organization the insight needed to extend your competitive advantage.
Learn how to make sense of two approaches to managing customer interaction and engagement: CRM (Customer Relationship Management) and MA (Marketing Automation). In this presentation, you will learn:
-101-level marketing technology definitions
-When and how to use what platform
-Best practices & success stories for marketing and sales teams
This document provides an overview of the B2B marketing automation industry and guidelines for selecting a marketing automation platform. It finds that B2B marketers face increasing pressure to improve ROI and are focusing on optimizing existing technology investments rather than spending more. Leading criteria for selecting a platform include ease of implementation, integration capabilities, and analytics over cost or recommendations. The top vendors in the industry are profiled and steps are outlined to determine needs and make an informed purchase decision.
Sales force automation (SFA) software automates business tasks of sales such as order processing, contact management, and customer relationship management. Hewlett-Packard implemented an SFA system from Oracle on a global scale to standardize processes and provide customer information to salespeople. The challenges included overcoming cultural differences, but customized interfaces helped. The results were increased revenue, lower costs, and better customer experience, showing SFA can improve business metrics when implemented successfully on a large scale.
MARKETING INTELLIGENCE BY JEET PAREKH IIT BHUSameer Mathur
MARKETING INTELLIGENCE BY JEET PAREKH IIT BHU
'Marketing intelligence (MI) is the everyday information relevant to a company’s markets, gathered and analyzed specifically for the purpose of accurate and confident decision-making in determining market opportunity, market penetration strategy, and market development metrics. Marketing intelligence is necessary when entering a foreign market.
This document provides an overview of Customer Relationship Management (CRM) technologies and strategies. It discusses how CRM aims to help companies better understand customers through centralized customer data collection and analysis. The document outlines the history and evolution of CRM, key components of CRM strategies like marketing automation and sales force automation, emerging trends in CRM technologies, and potential benefits and risks of implementing a CRM system.
How marketing automation can strengthen sales and marketing allianceTeleverde
Marketing automation can strengthen the sales and marketing alliance by facilitating bidirectional communication and alignment between teams. Some keys to success include understanding each other's mindsets, collaborating on programs and content, establishing accountability for lead follow up, customizing scoring models, and building a systematic process for sales to provide feedback to marketing. When sales and marketing are properly aligned through marketing automation, it reduces frustration and leads to greater success.
The Whitespace Analysis report shows which products a company is and is not selling to each client, highlighting opportunities to increase incremental sales. The report figures represent the total contribution margin that could be earned from selling a given product to a particular customer. Users can filter the report by location, agreement type, sales representative, product category, line of business, and product subcategory to view different slices of the whitespace data. The report is accessed through the Sales Management section of the software.
e-CRM enables companies to conduct personalized and relevant communications with customers across electronic and traditional channels. It evolved as one way to interact with customers as the brick-and-mortar approach of CRM was replaced due to the growth of IT and the internet in the early 1990s. e-CRM uses technologies like data warehousing, data mining, and online analytical processing to optimize customer relationships, extend personalized reach, and coordinate marketing initiatives across customer channels by leveraging customer information.
Demand Metric's Playbooks provide frameworks with links to actionable research, tools, templates and training to help organizations operationalize best practices for Marketing.
Marketing intelligence involves gathering everyday market information and analyzing it to make accurate decisions regarding market opportunities, strategies, and development. It is necessary for determining customer needs and preferences, understanding competitors, and entering new markets. Companies can improve their marketing intelligence by training salespeople to gather information, motivating distributors to share insights, researching competitors, gathering customer feedback, utilizing government data, purchasing external reports, and collecting online customer reviews.
The first step is to analyze business goals, objectives, market trends, and customers to define the total addressable market. A SWOT analysis then evaluates strengths, weaknesses, opportunities, and threats. Sales territories are determined and documented based on geographic, industry, revenue, and other boundaries. An action plan is devised for each territory outlining quotas, pipeline goals, account strategies, and funnel building. Territory performance is then regularly tracked using metrics like gross sales, profits, unit sales, conversion rates, and repeat customers to ensure the plan is achieving its objectives and adapted as needed.
5. sales force automation & services automationajitjoshiin
Technique of using software to automate the business tasks of sales.
Lead Management
Opportunity Management
Contact Management
Client Management
Task Management
Team Management
Marketing Automation
Campaign Management
ARTK Consulting Retail Systems RFP SelectionArt Krulish
The document provides an overview of selecting retail software systems. It discusses the core functions of retail ERP systems including inventory management, revenue management, sales management, and POS. It also outlines non-core areas like financials, SCM, ERP, and CRM that are often integrated. A four step selection process is described: 1) assessing needs, 2) reviewing vendors, 3) demoing software, 4) negotiating pricing. Retailers are advised to thoroughly understand their needs and ensure any selected system can support both current and future business requirements.
Improve Sales Productivity, Forecasting, and ResultsSoffront Software
The document discusses how sales automation and CRM software can help sales departments improve efficiency, productivity, and results. It outlines how CRM software can enhance lead tracking, opportunity management, forecasting, and visibility. CRM solutions provide a centralized place to store all customer information and automate repetitive tasks so sales teams can focus on selling. The key is finding a CRM partner with experience in the mid-market that can customize the solution to fit a company's specific processes and needs.
Better Together: How Integrating Your Sales Tools Can Accelerate Sales Perfor...Demand Metric
This Sales Tool Integration study had a simple goal: to determine if integrating multiple sales tools that support different parts of the buying journey result in greater efficiencies and better outcomes.
Marketing ROI isn't all cut and dry these days. This deck gives you a brief run down of 9 things you really need to thinking about in planning the measurement of your marketing activities across all sales channels.
Sales Force Automation System
- Daily visit of Marketing representative to clients side.
- Daily follow up.
- Daily attendance.
- Location tracking, full day tracking of Marketing representative.
- Wireless Mobile Printer .
- Order collection.
- Expenses creation and expenses submission to manager and many more.
This document summarizes a retail analytics tool called Pole that provides insights on brand performance in stores. Pole collects comprehensive data on key in-store management metrics like shelf space, pricing, and customer service levels. It analyzes this data to generate topline scorecards and actionable recommendations to help clients optimize their in-store execution and improve sales. Pole aims to address common issues retailers face with inconsistent data collection and a lack of competitive insights by offering a structured platform with frequent data updates and geotagged photoproofs to validate the information.
CMOs_Guide_to_B2B_Marketing_Attribution_by_Biziblemobilo pc
This document discusses marketing attribution and its importance for CMOs. It explains that marketing attribution connects marketing and sales data to show the impact of specific marketing actions on closed deals and revenue. Without proper attribution, marketers have to rely on proxy metrics like leads and conversions that don't show quality or bottom-line impact. The document then compares attribution to tools like web analytics, marketing automation, and business intelligence, explaining their limitations for B2B attribution. It emphasizes the need for a multi-touch attribution model connected to the CRM to provide full-funnel transparency and optimize for revenue.
This document provides an overview of key concepts in marketing management including:
1. It defines marketing as a social and managerial process to obtain needs and wants through creating, offering, and exchanging products of value.
2. It discusses the importance of understanding customer needs, wants, and demands rather than focusing on the physical products themselves.
3. It outlines the marketing process which involves concept development, analysis of market opportunities, market strategy design, market testing, and implementation.
4. It discusses different marketing philosophies like production, product, sales, and societal marketing concepts which influence how organizations approach marketing activities.
This document provides a checklist for organizations to use when evaluating if they need marketing automation and when selecting a marketing automation platform. It outlines key benefits like increasing efficiency, intelligence, reach, and sales-marketing alignment. The top drivers for pursuing marketing automation are listed as the need for sales/marketing reports and ROI analysis, simplifying campaign management, and managing lead generation and transfer to sales. The checklist then covers important capabilities for organizations to consider, such as system integration, content management, dynamic databases, lead scoring/nurturing, email/website features, and implementation/cost factors. The goal is to help organizations determine their objectives, compare vendor solutions, and select the best marketing automation fit.
Interloop combines sales process management, machine learning, and data science to help sales teams understand customers and close more deals. The platform intelligently guides users through the sales process, surfaces key insights from data, and coaches teams to drive consensus among decision makers. Over time, Interloop learns which actions are most effective and helps optimize sales processes and performance. Interloop aims to simplify complex sales and consistently help teams reach their targets.
The document discusses the benefits of exercise for mental health. Regular physical activity can help reduce anxiety and depression and improve mood and cognitive function. Exercise causes chemical changes in the brain that may help protect against mental illness and improve symptoms.
1. The document provides an overview of a webinar from CEB Financial Services on buyer profiles of financial services technology shoppers. It includes roadmaps, frameworks, and profiles of different roles involved in buying decisions like line of business, strategy, customer experience, finance, and IT.
2. The profiles describe the missions, skills, priorities, and development goals of each role to help technology providers understand how to effectively engage with each type of decision maker.
3. The document emphasizes understanding stakeholders' needs, budgets, and priorities in order to present solutions that demonstrate strong ROI and benefits for growth, costs, and regulatory compliance.
MARKETING INTELLIGENCE BY JEET PAREKH IIT BHUSameer Mathur
MARKETING INTELLIGENCE BY JEET PAREKH IIT BHU
'Marketing intelligence (MI) is the everyday information relevant to a company’s markets, gathered and analyzed specifically for the purpose of accurate and confident decision-making in determining market opportunity, market penetration strategy, and market development metrics. Marketing intelligence is necessary when entering a foreign market.
This document provides an overview of Customer Relationship Management (CRM) technologies and strategies. It discusses how CRM aims to help companies better understand customers through centralized customer data collection and analysis. The document outlines the history and evolution of CRM, key components of CRM strategies like marketing automation and sales force automation, emerging trends in CRM technologies, and potential benefits and risks of implementing a CRM system.
How marketing automation can strengthen sales and marketing allianceTeleverde
Marketing automation can strengthen the sales and marketing alliance by facilitating bidirectional communication and alignment between teams. Some keys to success include understanding each other's mindsets, collaborating on programs and content, establishing accountability for lead follow up, customizing scoring models, and building a systematic process for sales to provide feedback to marketing. When sales and marketing are properly aligned through marketing automation, it reduces frustration and leads to greater success.
The Whitespace Analysis report shows which products a company is and is not selling to each client, highlighting opportunities to increase incremental sales. The report figures represent the total contribution margin that could be earned from selling a given product to a particular customer. Users can filter the report by location, agreement type, sales representative, product category, line of business, and product subcategory to view different slices of the whitespace data. The report is accessed through the Sales Management section of the software.
e-CRM enables companies to conduct personalized and relevant communications with customers across electronic and traditional channels. It evolved as one way to interact with customers as the brick-and-mortar approach of CRM was replaced due to the growth of IT and the internet in the early 1990s. e-CRM uses technologies like data warehousing, data mining, and online analytical processing to optimize customer relationships, extend personalized reach, and coordinate marketing initiatives across customer channels by leveraging customer information.
Demand Metric's Playbooks provide frameworks with links to actionable research, tools, templates and training to help organizations operationalize best practices for Marketing.
Marketing intelligence involves gathering everyday market information and analyzing it to make accurate decisions regarding market opportunities, strategies, and development. It is necessary for determining customer needs and preferences, understanding competitors, and entering new markets. Companies can improve their marketing intelligence by training salespeople to gather information, motivating distributors to share insights, researching competitors, gathering customer feedback, utilizing government data, purchasing external reports, and collecting online customer reviews.
The first step is to analyze business goals, objectives, market trends, and customers to define the total addressable market. A SWOT analysis then evaluates strengths, weaknesses, opportunities, and threats. Sales territories are determined and documented based on geographic, industry, revenue, and other boundaries. An action plan is devised for each territory outlining quotas, pipeline goals, account strategies, and funnel building. Territory performance is then regularly tracked using metrics like gross sales, profits, unit sales, conversion rates, and repeat customers to ensure the plan is achieving its objectives and adapted as needed.
5. sales force automation & services automationajitjoshiin
Technique of using software to automate the business tasks of sales.
Lead Management
Opportunity Management
Contact Management
Client Management
Task Management
Team Management
Marketing Automation
Campaign Management
ARTK Consulting Retail Systems RFP SelectionArt Krulish
The document provides an overview of selecting retail software systems. It discusses the core functions of retail ERP systems including inventory management, revenue management, sales management, and POS. It also outlines non-core areas like financials, SCM, ERP, and CRM that are often integrated. A four step selection process is described: 1) assessing needs, 2) reviewing vendors, 3) demoing software, 4) negotiating pricing. Retailers are advised to thoroughly understand their needs and ensure any selected system can support both current and future business requirements.
Improve Sales Productivity, Forecasting, and ResultsSoffront Software
The document discusses how sales automation and CRM software can help sales departments improve efficiency, productivity, and results. It outlines how CRM software can enhance lead tracking, opportunity management, forecasting, and visibility. CRM solutions provide a centralized place to store all customer information and automate repetitive tasks so sales teams can focus on selling. The key is finding a CRM partner with experience in the mid-market that can customize the solution to fit a company's specific processes and needs.
Better Together: How Integrating Your Sales Tools Can Accelerate Sales Perfor...Demand Metric
This Sales Tool Integration study had a simple goal: to determine if integrating multiple sales tools that support different parts of the buying journey result in greater efficiencies and better outcomes.
Marketing ROI isn't all cut and dry these days. This deck gives you a brief run down of 9 things you really need to thinking about in planning the measurement of your marketing activities across all sales channels.
Sales Force Automation System
- Daily visit of Marketing representative to clients side.
- Daily follow up.
- Daily attendance.
- Location tracking, full day tracking of Marketing representative.
- Wireless Mobile Printer .
- Order collection.
- Expenses creation and expenses submission to manager and many more.
This document summarizes a retail analytics tool called Pole that provides insights on brand performance in stores. Pole collects comprehensive data on key in-store management metrics like shelf space, pricing, and customer service levels. It analyzes this data to generate topline scorecards and actionable recommendations to help clients optimize their in-store execution and improve sales. Pole aims to address common issues retailers face with inconsistent data collection and a lack of competitive insights by offering a structured platform with frequent data updates and geotagged photoproofs to validate the information.
CMOs_Guide_to_B2B_Marketing_Attribution_by_Biziblemobilo pc
This document discusses marketing attribution and its importance for CMOs. It explains that marketing attribution connects marketing and sales data to show the impact of specific marketing actions on closed deals and revenue. Without proper attribution, marketers have to rely on proxy metrics like leads and conversions that don't show quality or bottom-line impact. The document then compares attribution to tools like web analytics, marketing automation, and business intelligence, explaining their limitations for B2B attribution. It emphasizes the need for a multi-touch attribution model connected to the CRM to provide full-funnel transparency and optimize for revenue.
This document provides an overview of key concepts in marketing management including:
1. It defines marketing as a social and managerial process to obtain needs and wants through creating, offering, and exchanging products of value.
2. It discusses the importance of understanding customer needs, wants, and demands rather than focusing on the physical products themselves.
3. It outlines the marketing process which involves concept development, analysis of market opportunities, market strategy design, market testing, and implementation.
4. It discusses different marketing philosophies like production, product, sales, and societal marketing concepts which influence how organizations approach marketing activities.
This document provides a checklist for organizations to use when evaluating if they need marketing automation and when selecting a marketing automation platform. It outlines key benefits like increasing efficiency, intelligence, reach, and sales-marketing alignment. The top drivers for pursuing marketing automation are listed as the need for sales/marketing reports and ROI analysis, simplifying campaign management, and managing lead generation and transfer to sales. The checklist then covers important capabilities for organizations to consider, such as system integration, content management, dynamic databases, lead scoring/nurturing, email/website features, and implementation/cost factors. The goal is to help organizations determine their objectives, compare vendor solutions, and select the best marketing automation fit.
Interloop combines sales process management, machine learning, and data science to help sales teams understand customers and close more deals. The platform intelligently guides users through the sales process, surfaces key insights from data, and coaches teams to drive consensus among decision makers. Over time, Interloop learns which actions are most effective and helps optimize sales processes and performance. Interloop aims to simplify complex sales and consistently help teams reach their targets.
The document discusses the benefits of exercise for mental health. Regular physical activity can help reduce anxiety and depression and improve mood and cognitive function. Exercise causes chemical changes in the brain that may help protect against mental illness and improve symptoms.
1. The document provides an overview of a webinar from CEB Financial Services on buyer profiles of financial services technology shoppers. It includes roadmaps, frameworks, and profiles of different roles involved in buying decisions like line of business, strategy, customer experience, finance, and IT.
2. The profiles describe the missions, skills, priorities, and development goals of each role to help technology providers understand how to effectively engage with each type of decision maker.
3. The document emphasizes understanding stakeholders' needs, budgets, and priorities in order to present solutions that demonstrate strong ROI and benefits for growth, costs, and regulatory compliance.
The document discusses the benefits of exercise for mental health. Regular physical activity can help reduce anxiety and depression and improve mood and cognitive function. Exercise causes chemical changes in the brain that may help protect against developing mental illness and improve symptoms for those who already suffer from conditions like anxiety and depression.
Insights From the Lean Startup Conference 2016Jeffrey Tobias
The document summarizes key points from several speakers at the Lean Startup Conference 2016. Guy Kawasaki discussed changing the language around MVP (minimum viable product) to MVVVP (minimal valuable viable validated product). Sam Parr of Hustle said companies should be comfortable with ambiguity. Jeff Gothelf advocated for continual experimentation in projects and programs. Finally, Eric Ries closed by saying entrepreneurship allows us to create something awesome.
Solutions to the complexity of pharmaceutical sales data managementMohammad Qureshi
This document discusses the objectives and challenges of a pharmaceutical organization in managing large amounts of complex sales data from multiple sources. It introduces PAGE 44 as a company that provides data management solutions tailored to the pharmaceutical industry. PAGE 44 has in-depth industry knowledge and technical capabilities to extract valuable insights from sales data in order to improve strategic decision making, sales force effectiveness, and business performance.
The progress of your business hinges on your goals. Without setting ambitious, achievable goals, your business remains stagnant — continuing without advancement.
The document discusses a new sales intelligence technology called Opportunity Intelligence from InsideView that helps sales reps identify key selling opportunities in real time. It detects opportunities, identifies decision makers, and provides strategic information to close deals. This transforms sales into a highly targeted and efficient process. Traditional sales tools are missing these capabilities and Opportunity Intelligence addresses this challenge by helping reps recognize opportunities and capitalize on insights ahead of competition.
Revenue Operations Analytics: A Strategic BlueprintKwanzoo Inc
The true value in your KPIs is understanding how they complete the bigger picture of the customer journeys that drive the most impact for your business.
What is the function of the performance analyst by Luciano RuoccoLuciano Ruocco
A performance analyst primarily evaluates performance and outcomes, most frequently for corporations, though there are several alternative responsibilities concerned. Performance analysts build relationships, write reports and create displays. Additionally, they need to possess sturdy analytical and communication skills to try and do the duty effectively.
How to create an analytics dashboard (with examples).pdfWebMaxy
Heads up, business owners! 📣
Are you wanting to create a data-driven analytics dashboard?
We've got you covered!
Learn how to create an analytics dashboard with examples!
Check out our latest blog post to learn some simple steps for creating an analytics dashboard to track your business performance! http://bit.ly/3Y1CaFf
And get started with WebMaxy for free now: https://calendly.com/webmaxy/30min
The Complete Guide to Unifying Your Sales & Marketing EffortsClearPivot
This document provides a guide to unifying sales and marketing efforts by creating a "Smarketing" organization. It outlines six key elements to implement: 1) Establish closed-loop reporting between marketing software and CRM to share lead data; 2) Define funnel stages and lead qualification metrics that sales and marketing agree on; 3) Implement a service-level agreement where marketing commits to delivering qualified leads and sales commits to follow-up efforts; 4) Use dashboards to monitor metrics and identify top-performing marketing channels and assets; 5) Hold regular meetings between sales and marketing; 6) Employ additional communication tactics. Implementing this data-driven framework can help sales and marketing teams work better together to achieve revenue goals.
I’m pleased to announce the 3rd annual Startup Sales Stack Report! This report is meant to serve as a guiding framework for anyone evaluating sales solutions. Whether sales, marketing, customer success or management, if you’re thinking of using or buying software to optimize customer acquisition or management processes with software, this report should be relevant. I hope it will also be insightful for any parties interested in learning more about the sales & marketing automation software landscapes, from investors to advisors to prospective employees.
The document provides an overview of Oracle's customer relationship management (CRM) suite of applications. It describes modules for marketing, sales, contracts, customer service, e-commerce, order fulfillment, and other business processes. Each module allows for activities like campaign management, sales force automation, contract lifecycle management, customer support, and service billing. The suite integrates these modules to provide a complete end-to-end CRM solution with capabilities like customer data centralization and workflow automation. It also outlines Oracle's install base application, which tracks product instances through their lifecycle from inventory to customer sites and service returns.
The document discusses key concepts related to marketing information systems including:
- The components and functions of a marketing information system which gathers internal and external data, processes it, and provides output to assist marketing decisions.
- Sources of data include the marketing environment, internal reporting, marketing research, intelligence and models.
- The system analyzes information at operational, middle management, and strategic levels to track performance, identify opportunities and issues, and support decision making.
Sales KPIs for Sales Reps to Track in 2023.pdfCiente
Sales teams are the driving force behind sales and profits, facing intense pressure to deliver. Successful teams strategically choose KPIs to measure the entire sales organization’s performance, gaining valuable insights into their progress toward goals.
Retail Omni Channel Commerce Platform IndustryAryanRaj496746
Retail omni channel commerce platform has gain popularity in recent times. It helps companies to manage their customers' data and manage their needs easily. In this report, you will find an introduction about retail omni channel commerce platform, latest news in industry, and detail about Delvens' market research report on global retail omni channel commerce platform market.
The document discusses a dashboard called PlanR that provides marketing and business leaders a single dashboard with key indicators to stay in control. PlanR aggregates over 25 years of market research data from Amárach into dozens of indicators that can be customized. It also regularly updates forecasts and allows users to integrate their own internal data. For an annual fee of €4,800 plus VAT, subscribers get monthly updates and an annual briefing to help anticipate growth opportunities and stay in control.
The document discusses the importance of field force automation and go-to-market strategies for businesses. It states that a successful business needs a full go-to-market approach combining extensive route planning, system monitoring, invoicing, inventory management and customer satisfaction. It also asserts that sales force automation solutions are vital for maximizing revenue and ROI by providing in-depth analytics, strategic planning, accountability and improved communication between departments to fast-track the go-to-market process. The document promotes ZooM, Spec India's flagship mobile field force automation solution suitable for various industries.
This document contains a gallery of business intelligence reports, scorecards, dashboards and KPIs created with Zap Business Intelligence software. It is organized into sections on finance, sales, purchasing and inventory. Each section provides 3-5 examples of BI assets that could be used to analyze topics within that category such as operating expenses, accounts receivable, customer delivery performance, inventory valuation and more. The gallery is intended to demonstrate the capabilities of the Zap BI software.
The document discusses best practices for using Salesforce to improve sales performance. It recommends defining top metrics for high-performing sales reps, analyzing reps' data to identify strengths and weaknesses, and using reports and dashboards to provide transparency and drive better behaviors. A customer case study shows how one company isolated key metrics, compared reps, and saw improved focus, sales, and cross-selling through increased data-driven management in Salesforce.
M-Distributr is a service that enables sales teams and businesses to keep track of sales transactions and deliveries, place orders, collect returns and enable mobile money payments while in the field - quickly and easily via a mobile phone.
Connect Marketing to Revenue With Performance MeasurementObservePoint
As your company becomes increasingly data-driven, it can be easy to get caught up in markers of success such as leads, bookings, or site visits. But what about the most important metric to your business—revenue?
In this tip sheet, Connect Marketing to Revenue with Performance Measurement, you'll learn how to:
- Gather clean, complete data
- Bridge the gap between marketing, sales, and service
- Increase the scope and capabilities of your attribution strategy
The SANeForce platform provides a comprehensive sales and marketing solution with features such as geo-fencing, mobile reporting, eLearning, live insights and analytics, customizable dashboards, and support for both field forces and head offices. The platform offers various sales and marketing dashboards to analyze key performance indicators like sales performance and forecasting, team productivity, campaign effectiveness, product-wise sales, state-wise sales trends, and sample and input distribution. It integrates with other systems and provides data-driven insights through customizable reports to improve sales and marketing strategies.
2. Product FactsheetProduct Factsheet
For almost 30 years’ we’ve been providing excellent database
management to the UKs Financial Sector. Supporting our clients,
to enable them to grow their businesses by improving their own
sales and distribution strategies.
Using this experience and insights we have developed an
online ‘Financial Intermediary Market Intelligence’ hub called
Financial Clarity - which combines transactional data from Fund
Management Groups, Life and Pension companies and Platforms,
with the extensive contact and profile data we hold in our Matrix
Financial Intermediary Database (MFID).
3. Product Factsheet
So, what is Financial Clarity?
Financial Clarity is a suite of revenue-driving business intelligence tools which has been developed for the financial services industry. It
features 3 component parts:
• A secure data hub containing aggregated market sales data from financial product providers and Platforms.
• MFID - the UK’s most comprehensive Financial Intermediary database with up-to-the-minute intelligence at individual outlet and
contact level.
• A web-based interface which provides simple, intuitive analysis of your own sales, versus aggregated market sales through the
Financial Clarity dashboards. The dashboards can be accessed at varying levels of detail to suit the requirements and role of the user.
The dashboards are at the heart of the Financial Clarity offering, so ease of use is paramount. We ensure accessing the latest market
data is easy, by using automatically- updated and well laid out graphs, charts and tables.
What benefits does Financial Clarity deliver?
Financial Clarity will help anyone in your organisation to shape revenue-driving sales, marketing and distribution strategies at the level
which is appropriate for their role. The information is uniquely generated for every participating company, based on how their own
individual sales fit into the overall market. In short it can enable:
Growth through new business
Identify new prospects based on sales volume in a specific product area or sector - enabling you to prioritise
your sales and marketing efforts.
Monitoring Sales Team Performance
Have an at-a-glance view of your sales and marketing effectiveness – showing growth and key
performance indicators, identify trends to input into your strategic reviews.
Monitor Market Trends
See a clear breakdown of the entire market - enabling you to identify and react to any significant changes
or trends.
Fact finding for new or existing clients
Gain a better understanding of your intermediary clients – Who is growing? What products or sectors they are
interested in? What platforms they use combined with details of the firms, who are the branches and key individuals so
you can provide them the right assistance.
4. Product Factsheet
How can it help me sell more products?
The business intelligence Financial Clarity puts at your fingertips help you to make the most of your existing sales infrastructure, enabling you
to identify those intermediaries who should or could be selling more of your product, based on the current and historical market landscape.
In short, you can:
How is Financial Clarity better than any other marketing benchmarking tool?
We collect transactional data from 90% of intermediated sales for the Fund Management, Life Company and Platform market, making
Financial Clarity the most accurate benchmarking and analytics tool for the financial sector. You have an overall view of the market and
firms, in one place. It gives you all the intelligence behind the market movements, allowing you to make the right strategic decisions to
grow your business.
Plus it’s the world’s first hub to provide this information at outlet level through secure online dashboards, allowing automatic updates
with latest market stats. Also, as part of the Financial- Clarity offering you have access to MFID – this is the only complete, accurate and
comprehensive database of all FCA-registered UK advisers on the market. In addition, Financial Clarity can be easily integrated into a CRM
system. Working with our partner Salesforce we have created Total-Clarity.
Total- Clarity is for those clients that would either like a brand new Salesforce implementation, or for existing users who wish to clean
and enhance their existing set-up, all of which can be managed directly by us.
Key Features of Financial Clarity
A simple and secure web-based platform
This solution offers a user-friendly interface which sits directly on top of the live data feeds, works in your web browser and requires no
extra software, set-up or IT support. The dashboards allow you build information about how the whole sales landscape affecting your
product is evolving - valuable results that can be used by anyone within your organisation.
Key Features of Financial Clarity
The Key Customers dashboard
Knowing where to focus your limited time and resources is crucial to maximising performance. The Key Customers dashboard identifies
those that should be given your attention. This dashboard can not only identify your largest accounts and largest intermediaries on the
market, but it can also identify those that offer the most potential for growth – highlighting intermediaries that are growing quickest or
where your share of their sales is below average.
These charts are interactive so you can easily identify different accounts for different products or sale regions, and you can set minimum/
maximum revenue ranges to ensure that the intermediaries growth rates/market share are relevant. Having identified your focal accounts,
additional information can be extracted though the Account Analysis dashboard for each outlet.
View transaction values of every asset class sold in
every region for a chosen time period.
Transaction views
Obtain secure online access to this information on a
quarterly (or optionally monthly) basis.
Secure access
Bespoke dashboards
Arrange your own bespoke sales dashboard to alert
you to key sales targets.
Identify the fastest growing IFA firms by gross or net
sales and track your own changing sales share within
those selected firms.
Identifying key clients
5. Product Factsheet
The Pinpoint dashboard
For the sales person on the move, Pinpoint allows you to plan
optimum sales visits and identify prospects at a glance. Using a
smart-phone or tablet a user can conduct geographical searches for
the most relevant intermediary in their chosen area just by clicking
on a map.
The results can be displayed based on product type, sales volume
and share of wallet. The easy-to-access mapping tools allow you to
see exactly which firms in your area match your chosen analysis, and
are linked to all their latest contact and business profile information
within Financial Clarity.
The Sales Team Performance dashboard
Providing an at-a-glance of who’s pulling in the sales and how they
compare against each other, the Sales Performance dashboard is
simple to use and is updated regularly with the latest figures.
By being automatically generated as part of the wider web-based
management information system, these charts are efficiently
produced, available at all times and locations, and are consistent
with other key performance indicators.
The Sales Team Performance dashboard
By gaining a better understanding of your intermediaries, you can provide them with the right assistance to grow their (and your) sales.
The Accounts Analysis dashboard gives an in-depth view of what your intermediaries’ are selling, at outlet level or aggregated to a firm
level, providing your sales team with the most up-to-date information.
This view shows both your sales versus the wider market sales (through a specific intermediary) broken down by a range of relevant
variables – including your own products by product analysis.
Related to the Account Analysis dashboard, are the Outlets and Contacts dashboards. Here you can access other data collected by Matrix,
such as regulatory information and individual contact details.
The Profiling and Lead Generation dashboards
Are you targeting the right prospects? Do you know which firms are buying in your sector? The Profiling dashboard has a wide variety of
variables that can help identify segments of your sales channel, enabling you to target them with the right marketing message.
Using the Lead Generation dashboard, you can create a contact list,
targeting specific roles within an intermediary (either by controlled
function or job title) with email address, telephone number and
mailing addresses.
The Corporate Performance dashboard
The Corporate Performance dashboard provides an at-a-glance view
of the state of play of your sales. You can see this view at an aggregate
level, or broken down into views of specific products, intermediary
types, or mapped to your own sales regions.
The charts on the dashboard show sales over time, sales growth
relative to the market, changes in market share and how your sales
mix differs from the sales mix across the market as a whole - where
you are strong, and where you are not. The charts are fully flexible
so you are able to change any of the views to suit your analytical or
reporting needs.
For example, the switch viewing sales per month, quarter or year is a
single click of a button, and it’s easy to drill down into specific areas,
or even exclude certain sales if needed to provide a clearer picture.
The Pinpoint dashboard
The Profiling and Lead Generation dashboard
6. Product Factsheet
In addition to the web-based environment (available through your PC or tablet device), Financial Clarity has been designed to be as
flexible as possible, you can also choose to have anything from a straight feed of data into your existing business intelligence systems,
through to a bespoke design and implementation of a new CRM system.
We will work with you to identify the most appropriate delivery mechanism to ensure you gain the maximum benefit of the intelligence
based on your existing distribution setup and objectives.
Bespoke CRM Solutions
As a consulting partner of Salesforce.com, we have qualified personnel in our team who can assist
with your current CRM systems, diagnose any problems and develop a solution that will improve
your overall business practices.
We can also deploy aggregated market sales data alongside the intelligence we hold in MFID into a
brand new CRM system that takes all your existing CRM data and presents it in a way which will most
benefit you as a company – we call this a Single Intermediary View (SIV).
Advanced analysis package
Totakeyouranalyticsfurtherwehavedevelopedastatistical
analysis system called Matrix FastStats. Key features of
FastStats include programmes which can help you identify your most likely profitable prospects,
based on their statistical resemblance to your existing customer. You can also plan and execute
marketing campaigns that will achieve maximum response rates and overall profitability based
on proven and well respected statistical modelling techniques.
All FastStats users are provided with a secure login and guidance on how to use the analytical
capabilities to maximum effect. Matrix FastStats can also be extended to include underlying
client information as part of a Single Customer View.
Custom data feed
If your organisation has a separate market intelligence or statistical analysis unit, you may benefit more from taking the data feed straight
into your current system. We can supply data into statistically-orientated intelligence software such as SAS, SPSS and Hyperion as well
as business packages like Business Objects, Cognos or Information Builder. They will already have the technical know-how to optimise
the data by building this into their data audits and recommendations for you and we will also be on hand to offer ongoing support and
guidance.
The Market Analysis dashboard
The Market Analysis dashboard allows you to look at the performance
and the breakdown of the entire market, enabling you to identify and
react to any significant changes that are occurring. For example, fast
growing or declining products or changes in industry structure as a
result of a new regulation can be easily identified.
Market sales figures can be viewed by any combination of product,
intermediary type and geographical region to help you get the overall
market picture.
The Product Analysis dashboard
The product Analysis dashboard looks at your own sales and is
designed for detailed analysis of your own products. The company’s
portfolio can be analysed for areas of further investment or possible
withdrawal. As with the other dashboards, product sales figures can
be viewed by any combination of product and intermediary type.
Additional ways to access the data
The Market Analysis dashboard
7. Product Factsheet
Glen Sweet - Head of Sales at Transact
“In the past we have been sceptical about market data aggregators
but we are now convinced that Financial Clarity will give us the
edge we need to continue growing our market leading position. We
look forward to using the transactional data available and profiling
a range of new suitable adviser clients that suit our platform.
Financial Clarity delivers clear and up-to-date dashboards of
the key sales data my team require, to ensure that we generate
continued and sustained growth”.
Product Factsheet
8. Financial Clarity 55 New Oxford Street London WC1A 1BS T +44 (0)20 7074 1200 F +44 (0)20 7074 1201
E support@financial-clarity.com W financial-clarity.com