Sales Manager
As a sales manager, you need to be able to track, forecast, and report on sales and team performance at any time. Analysis and reports are usually required quickly and for a specific purpose, and getting access to the information you need is often difficult and time consuming. How do you tell how much ‘stagnant’ data is in your sales pipeline? Can you run ad-hoc analysis on sales performance to determine issues or opportunities? Zap Business Intelligence allows you to:
- Improve forecasting with unlimited slice-and-dice capabilities. Sales managers often struggle to provide confident and efficient sales forecasting as well as measuring performance against targets. Analysis and reporting with Zap Business Intelligence allows for more flexible and granular visibility into your data. You can prepare exception reports, perform unlimited slice-and-dice analysis by dimension, and create analytics on any of your customizations. Zap Business Intelligence allows you to set up highly customized sales forecast reports showing sales pipeline by product, by salesperson, by territory, by campaign, by sales stage. Sales managers use dashboards and reports to analyze how the team is performing against forecast, which opportunities to focus on, how each member of the sales team is tracking, and whether the forecast needs to be adjusted. You can slice-and-dice data from multiple perspectives to ensure you have an accurate picture of the health of your sales pipeline.
- Automate and improve reporting. Do you often rely on IT help to create, customize or modify existing reports, when you are time poor and need fast turnaround? How much selling time is caught up each month in collating and updating end of month reports? Zap Business Intelligence puts the power to create reports into the hands of the sales team so that anyone can create what they need quickly and easily. Give that time back to selling by enabling your team to spend less time reporting and more time analyzing buying behaviors, identifying up and cross selling opportunities and chasing prospects.
- Improve performance management. Once you make strategic plans and set targets, how do you monitor which locations, teams or individuals are meeting these goals? Zap Business Intelligence allow you to create tailored scorecards for sales management to provide at-a-glance updates on performance and can be linked to more detailed reports for more information. See all relevant sales metrics, trends, and where leads originated from in a single consolidated view, reducing the time spent preparing reports and increasing time spent analyzing the data.
- Be alerted instantly when performance changes. Sales managers are always time poor and often can’t find the time to go and check on the latest performance results. But what if you could set up alerts so that you never missed anything important? Do you want to know the minute a team or location fails to meet quotas for the month? Do you want to be alerted immediately when leads and opportunities have stalled in the pipeline and at what stage? Are you aware of drops in sales or lead conversion rates as soon as they drop below set performance target? With Zap Business Intelligence you can set up customized alerts to tell you exactly what you need to know, when you need to know it to enhance how you manage your sales pipeline.
BI Gallery
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