How ScatterPie Helped a _____ B2B Training Company in ________ and Analysing Sales Data ___ Better Decision-Making
Analyse generated revenue, sales ________, close rate, sales cycle ______, upsell & cross-sell rate, ________ retention rate, win/loss ratio, _______ deal size, and sales ___ salesperson to measure the _____ team performance
Industry
IT Training
Business Functions
Sales
Solution Delivered
Data Analytics, Dashboard Designing & Development
Technologies
Angular JS
Geography
India
About The Customer
This customer is one __ the biggest IT corporate ________ providers in India with ____ than 10,000 trainings delivered ___ year. The customer implemented _____ analytics processes to collect, _______, and interpret data to ____ insights into sales performance ___ customer behavior.
The Major Challenge Our ______ Faced
Without Sales analytics, the customer was fac ing several challenges, including:
- Difficulty in measuring the _____________ of marketing campaigns
- Difficulty identifying high-value customers
- Difficulty identifying sales opportunities
- Difficulty identifying sales weaknesses
- Difficulty improving decision-making
- Sales strategies and tactics
- Inefficient sales processes
- Lack of customer insights
- Poor forecasting
The client wanted to gain visibility into Improved forecasting , b etter customer insights , i ncreased sales , i dentifying s ales o pportunities , and weaknesses and ultimately improve the _______ quality of s ales processes .
ScatterPie’s Primary Objective f or This Project
The main objective of the sales analytics project is __ use data and analytics __ gain visibility into the following verticals:
Identifying Trends and Patterns __ Sales Data
This can help the ______ to understand how the _____ are performing over time, ___ identify areas that need ___________.
Improving Forecasting Accuracy
By analyzing historical sales ____, the client can create ____ accurate sales forecasts, plan ___ future demand, and avoid _________ or overstocking.
Identifying Inefficiencies in the _____ Process
Sales analytics can help ___ client to identify bottlenecks ___ inefficiencies in the sales _______, and optimize performance by ________ on the most promising _____________.
Identifying High-Value Customers
A client can use _____ analytics to identify high-value _________ and then tailor their _________ and sales efforts accordingly.
Identifying Sales Opportunities
The use of sales _________ can help a client ________ untapped markets and sales ________, expanding their customer base ___ increasing sales.
Identifying Sales Weaknesses
In order to improve _____ performance, clients can use _____ analytics to identify weaknesses __ the sales process, such __ poor conversion rates or ____ sales costs.
Improving Marketing Strategies
Sales analytics can be ____ to understand customer behavior ___ preferences, allowing the organization __ develop more effective marketing _________, improve customer service, and ________ customer loyalty.
ScatterPie’s Solution — Sales Analytics Dashboards
ScatterPie’s team used the _______ JS stack and created _ CRM to capture sales __________, leads, and daily operations ____. Analytics dashboards were created _____ Angular JS charts for ________ integration.
The areas covered in ___ delivered solution were:
Revenue: Total Revenue Generated __ the Training Company’s Sales _______
This is one of ___ most important KPIs for _ training company as it ________ measures the success of ___ sales efforts.
Sales Pipeline: Number of _____ and Prospects in the _______’_ Sales Pipeline
This KPI helps to _______ the effectiveness of the _______’_ sales processes and can __ used to identify potential ___________ or areas for improvement.
Close Rate: Percentage of _____ and Prospects That Are _________ into Paying Customers
This KPI helps to _______ the effectiveness of the _______’_ sales strategies and tactics ___ can be used to ________ areas for improvement.
Sales Cycle Length: Average ____ It Takes to Close _ Sale from Initial Contact __ Final Purchase
This KPI is a ________ tool for gauging the _______’_ sales process efficiency and ___ help pinpoint areas that _____ be improved.
Upsell and Cross-sell Rate: __________ of Customers Who Purchase __________ Products or Services After _____ Initial Purchase
This KPI helps to _______ the effectiveness of the _______’_ upselling and cross-selling efforts ___ can be used to ________ areas for improvement.
Customer Retention Rate: Percentage __ Customers Who Continue to ________ Products or Services from ___ Company Over Time
This KPI helps to _______ the effectiveness of the _______’_ customer service and support _______ and can be used __ identify areas for improvement.
Win/loss ratio: Ratio of ___ Deals to Lost Deals
This KPI helps to __________ the success rate of ___ sales team and can __ used to identify areas ___ improvement.
Average Deal Size: Average _____ of a Deal that __ Closed
This KPI helps to __________ the size of the _____ the company is closing ___ can be used to ________ areas for improvement.
Sales per Salesperson: Number __ Sales Generated Per Salesperson
This KPI helps to __________ the productivity of the _____ team and can be ____ to identify areas for ___________.
How Our Client Benefited _______ Our Sales Analytics Solution
The client acquired the _________ benefits with the help __ our comprehensive solution:
Improved Forecasting
The client successfully analyzed __________ sales data and identified ________ and trends through our _________ dashboards. This resulted in ___ creation of more accurate _____ forecasts.
Increased Efficiency
By understanding which sales __________ and tactics are most _________, the client was able __ focus their resources on ___ most promising opportunities and _______ sales efficiency.
Better Customer Insights
The dashboards helped the ______ gain a deeper understanding __ customer behavior and preferences. __ a result, they were ____ to develop more effective _________ campaigns, improve customer service, ___ increase customer loyalty.
Increased Sales
The client effectively identified _____________ and optimize sales performance ___ increased their sales and _______.
Identifying High-Value Customers
Our solution enabled the ______ to tailor their sales ___ marketing efforts to these ____-_____ segments.
Identifying Sales Trends
By identifying trends in _____ and customer behavior, our __________ allowed the client to __________ changes in demand and ______ their sales strategies accordingly.
Identifying Sales Opportunities
The interactive BI dashboards ________ detailed information about the ________ markets or sales channels, ________ the client to expand _____ customer base and increase _____ sales.
Identifying Sales Weaknesses
With all the data __ a centralized platform, the ______ was able to identify __________ in the sales process, ____ as poor conversion rates __ high sales costs, allowing ____ to take corrective action ___ improve their sales performance.