Sales and CRM reporting for a new product

Original price was: € 199,00.Current price is: € 0,00.

WHAT IS IT ABOUT?

A good CRM and Sales Dashboard focused on data analysis and reporting is the single most important tool for a sales team.

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Available in: English, Dutch, French, German, Spanish
  • The CEO that wants to get rid of the non-value-adding process.
  • The I.T. department that needs to bring the sales online to reduce the time to market.
  • The sales manager who needs to get a better overview of the individual sales people.
  • The senior sales executive who needs to get new insights in the sales process.
  • The sales consultant who needs to provide smart coaching to improve sales performance.
Sales
what is the value of data

Data
how to get it and use it

Reporting
how to report on sales

CRM
customer relationship management (the software)

Review
where do you start with reporting?

As you can see, you're not asking your respondents for opinions, satisfaction or agreement. Our scientific research has shown that these are very bad fuel for algorithms. Instead, we ask for verifiable facts or -behaviour. For further reading, you can download our AMAIZE magazine dedicated to this topic or discover the scientific papers in the Resources section.

After you have downloaded this questionnaire, you can - in your Toolbox - edit, add/delete, and translate questions & answers to your liking. Clicking the "Help me PRAIORITIZE" buttons in the Toolbox activates our A.I. to help you finish your masterpiece..

Q. Is the use of social media and/or other online communication channels part of your marketing strategy?
  1. No
  2. Ad hoc, if it fits
  3. Planned and integrated into the marketing strategy

Q. How are customer requests handled?
  1. Barely OR not at all
  2. All customer requests have to be processed via the ticketing system (e.g. ChangeHero)
  3. Customer requests are handled according to the 1-to-1 plan (e.g. ChangeHero) OR customized per customer request if possible
The artificial intelligence creating the questionnaires for the store has been inspired by over 11.000 whitepapers from more than 100 noted consultancy firms. Algorithms selected the 20% best papers and grouped papers from different consultancy firms into specific questionnaires. Why settle for less? Here is a summary how we did it.

If you feel you need outside support after conducting your assessment, we recommend the firms that have written the below mentioned whitepapers. Not having a paper selected does NOT mean that a firm does not give good advice.
NAMETITLE PAPER
infosysdata-replication-tools.pdf
oliverwyman20190408_MRO_Survey_2019_ONLINE_vF.pdf
sdggroupCountdown-to-the-U.S.-Election-Part-2.pdf
pwcpwc-improve-your-cost-structure-and-growth-will-follow.pdf
oxeraIs-the-British-model-of-rail-franchising-dead.pdf
deloittegx-gr14-performance-table.pdf
oliverwymanhow-to-manage-costs-in-times-of-covid-19.pdf
gartnerthree-buyer-behavior-myths-debunked-ebook.pdf
You will download so much more than a set of questions and answers. This questionnaire contains everything for the full consultancy experience:
  • Respondent profiles for a helicopter view of your audience.
  • A maturity model with which algorithms calculate a six times smarter improvement target (compared to when you leave that to a human).
  • Improvement suggestions (per question) how to move from one answer to another
  • Suggested follow-on projects. After all, moving your organization from A to B might require more than just doing an assessment.
This English questionnaire is also available in Dutch, French, German, and Spanish.

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