Quantzig’s Recent Case Study Reveals Sales Performance Management Helped a Financial Services Provider to Assess the Effectiveness of Their Sales Force

sales performance management (Graphic: Business Wire)

LONDON--()--Quantzig, a premier analytics solutions provider, announced the completion of their latest sales performance management engagement for a leading financial service provider. The client wanted to assess the sales team’s activities and important metrics such as current performance, past performance, and pipeline. Quantzig’s sales performance management experts crafted an executive sales effectiveness dashboard to collate the client’s data sources.

The business landscape is becoming increasingly competitive, and the fast growth isn’t slated to slow down anytime soon. You might be cruising smoothly for now, but are you ready to compete at a lightning-fast pace in the changing sales world? Get in touch and learn more about how we can help you with your sales performance management.

Like “forces” protecting the nation against potential threats, the sales force has become an inevitable part for the sustenance of any organization. Organizations highly rely on their sales force to optimize sales performance and maximize their profits. Also, with the increasing number of sales force within an organization, companies have started resorting to robust sales performance management. Sales performance management is the process of overseeing and training employees to enhance their sales skills and improve their ability to sell products and services.

The Business Challenge

A leading provider of financial services was very much concerned about its sales performance and wanted to assess the sales team’s activities and important metrics such as current performance, past performance, and pipeline. Gaining access to multiple systems and performing manual reporting tasks was a time-consuming task and the client wanted to take Quantzig’s help to generate sales reports accurately.

“Sales performance management helps your organization operate as an efficient, profitable sales machine by using your data effectively, aligning teams, and continuously analyzing and tweaking plans and forecasting as needed,” says a sales performance management expert from Quantzig.

Request a free brochure of our analytics solutions to learn how sales performance management can help you in enhancing the efficiency of your sales force.

The Solution Offered & Value Delivered

To gain actionable insights on sales performance, Quantzig’s financial services experts crafted an executive sales effectiveness dashboard to collate the client’s data sources. The dashboard was linked to CRM data, production data, and other relevant pieces to deliver valuable insights. Moreover, the dashboard also enabled users to dive deeper into specific areas of interest.

The sales performance management solutions empowered the client to:

  • Provide implementation services, including project management
  • Design visualizations and KPI display for quick and meaningful data consumption
  • Deploy report designs and design report options
  • Support the testing and deployment process for the dashboard
  • Talk to our analytics experts to gain in-depth insights on how an analytics-driven sales performance management can help you drive sales and gain market leadership.

Our Sales Analytics Capabilities:

1. Sales and Operational Planning Analytics

2. Sales Analysis and Forecasting

3. Sales Force Effectiveness

4. Trade Spend Analysis

Gain limited-time complimentary access to our analytics platform and discover the true potential of sales performance management in driving better profit margins.

About Quantzig

Quantzig is a global analytics and advisory firm with offices in the US, UK, Canada, China, and India. For more than 15 years, we have assisted our clients across the globe with end-to-end data modeling capabilities to leverage analytics for prudent decision making. Today, our firm consists of 120+ clients, including 45 Fortune 500 companies. For more information on our engagement policies and pricing plans, visit: https://www.quantzig.com/request-for-proposal

Contacts

Quantzig
Anirban Choudhury
Marketing Manager
US: +1 630 538 7144
UK: +44 208 629 1455
https://www.quantzig.com/contact-us

Release Summary

Quantzig has announced the completion of their latest sales performance management engagement for a leading financial service provider.

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Contacts

Quantzig
Anirban Choudhury
Marketing Manager
US: +1 630 538 7144
UK: +44 208 629 1455
https://www.quantzig.com/contact-us