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Case Study: Customer Vision

See the transformative power of data when applied to your most pressing objectives.

Bi Sales Opportunity

In today’s ultra-competitive marketplace, sales and customer service teams need to act faster and bring real value to win customers. That’s why accurate, well-rounded analytics and customer insight is so important to the modern sales cycle.  

Total sales is just the beginning. Compare that to 3, 6, and 12-month sales trends, cross-category metrics, and order pattern detection. Link this to lead and CRM data. Then to product market share performance data. The result is whole-customer intelligence, and it is the secret ingredient in today’s most successful business relationships.

Discover Real Sales Opportunity

  • View sales performance in YTD, as well as 1, 3, & 6 month trends.
  • Alert managers when business is at risk
  • Identify sales opportunity using historical sales and CRM data
  • Detect reorder patterns and alert when overdue
  • Drill down to complete sales history
BI Customer Health 1
Assess each customer individually bring business health metrics to the forefront.
Category opportunity
Measure account performance compared to computed opportunity estimations base on specialty, practice size, e.t.c.
BI Reorder Jeopardy
Determine reorder patterns and flag products & customers that fall behind.
BI Opportunuty Drill Down
Blend custom opportunity calculations with actual sales to see what you’re missing.
BI Order History
Complete order detail history is just a click away with drill-down capability.
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