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The W5 of Sales Analytics
- 2. Historically This is Where BI Has Failed Copyright © 2008 LucidEra – All rights reserved Historically this is where BI has run into challenges… Business? Different Departments… IT? Different Languages…
- 3. The Traditional Business Intelligence Approach Copyright © 2008 LucidEra – All rights reserved On-Premise Pre-deployment IT planning/design costs Upfront, perpetual license fee Additional hardware/database investments Additional SI/consulting costs Extensive customization required Limited availability beyond firewall Batch processing, standardized reporting Limited adoption, unable to measure
- 6. Copyright © 2008 LucidEra – All rights reserved Service Requests Telesales Calls Billings Bookings Backlogs Pipeline Campaigns Service Contracts D&B Prospects Quota Forecast Expenses Product Configurations For most companies data is scattered… Leads
- 7. Copyright © 2008 LucidEra – All rights reserved Service Requests Telesales Calls Billings Bookings Backlogs Pipeline Service Contracts D&B Prospects Quota Forecast Expenses Product Configurations For most companies data is scattered… Campaigns Leads SFA
- 8. Copyright © 2008 LucidEra – All rights reserved Service Requests Telesales Calls Bookings Pipeline Service Contracts D&B Prospects Quota Forecast Expenses Product Configurations For most companies data is scattered… Campaigns Leads ERP SFA Billings Backlogs
- 9. Copyright © 2008 LucidEra – All rights reserved Telesales Calls Bookings Pipeline D&B Prospects Quota Forecast Expenses Product Configurations For most companies data is scattered… Service Contracts Service Requests Campaigns Leads ERP SFA Support Billings Backlogs
- 10. Copyright © 2008 LucidEra – All rights reserved Telesales Calls Bookings Pipeline D&B Prospects Quota Forecast Expenses Product Configurations For most companies data is scattered… Service Contracts Service Requests Campaigns Leads Expenses ERP SFA Support Marketing Billings Backlogs
- 11. Copyright © 2008 LucidEra – All rights reserved Telesales Calls Bookings Pipeline D&B Prospects Quota Forecast Product Configurations For most companies data is scattered… Service Contracts Service Requests Campaigns Leads Expenses ERP SFA Support Marketing Excel Billings Backlogs
- 12. Copyright © 2008 LucidEra – All rights reserved Telesales Calls Bookings Pipeline Quota Forecast Product Configurations For most companies data is scattered… Service Contracts Service Requests Campaigns Leads Expenses ERP SFA Support Marketing Excel Billings D&B Prospects D&B Backlogs
- 13. The Answer: Focused Analytic Applications Copyright © 2007 LucidEra – All rights reserved Pipeline Velocity ERP Support Marketing Excel D&B SFA Sales Performance Lead Conversion Order Management
- 17. Copyright © 2008 LucidEra – All rights reserved Managers Have Metrics Managers Do Not Have Metrics Managers exceed expectations with metrics… In the projects we've benchmarked over the past few years, we often find that CRM systems give sales managers numbers -- but what they want is insight . ” “
- 18. Copyright © 2008 LucidEra – All rights reserved And sales rep turnover is lower!
- 20. Historically This is Where BI Has Failed Copyright © 2008 LucidEra – All rights reserved Or get started with a Pipeline Healthcheck today! LucidEra has taken the complexity out of analytics so that more people and companies can take advantage of analytical insights. Denis Pombriant, Beagle Research ” “