Running a sales team? Need sales operations support? Does your Sales Ops team need analytics? Whether you’re looking for a simple sales dashboard, need to optimize your CRM, want to determine the right size for your sales team or the number of leads required per rep, or need any other sales analysis—we’ve got you covered so you can focus on selling!
We have experience working with Salesforce, Monday.com, HubSpot, Zoho, Base, and Insightly.
Sales dashboards should be created at multiple levels executive, regional, and managerial. It can also be helpful to have individual dashboards for each salesperson to track target achievement. Today, dashboards can include alerts to ensure prompt attention when issues arise. For help automating your sales dashboards or reporting, contact StrategicDB.
Territory planning is a critical part of any sales team. StrategicDB can help align strategic initiatives with available leads, predict lead flow from marketing channels, and identify the optimal territory breakdown. We also help set territory-specific KPIs and goals to drive performance.
Scoring accounts and opportunities helps prioritize sales initiatives and align them with marketing efforts. Supporting key accounts with account-based marketing (ABM) can boost upselling opportunities and improve close rates. Scoring can also include calculating the probability of deal closure, enhancing the accuracy of overall pipeline value.
Analyzing your current sales funnel from lead creation to sale won or lost offers several strategic advantages. It helps identify stages that need improvement, supports goal setting for your team, and provides marketing insights to nurture accounts or leads that remain too long in a particular stage.
Sales analysis covers all aspects of the sales process, including performance by sales rep, lead times, products, and acquisition channels. Sales analytics services can also include calculating pipeline value based on deal probability, building predictive models to quantify sales efforts, and automating reporting.
Accurate reporting is impossible without trustworthy data. StrategicDB can help clean your CRM and establish proper data management processes to support reliable reporting. We often implement a data quality dashboard to track and address bad data before it impacts the reports you rely on.
StrategicDB has worked with many different tools, the BI Platform or CRM is irrelevant, as we focus on data and analytics. However, we have worked with tools such as Tableau, PowerBI, Looker’s Data Studio and more. For CRM we have worked with custom SQL solutions as well as Salesforce, Monday.com, ZohoCRM and more. For analysis we have worked with SAS, SPSS as well as Python/R.
Yes! As a marketing analytical service provider have worked with custom CRMs including SQL based. Data can be analyzed and visualized, as long as there is a way to extract it from your custom CRM. It could be via export or API. We can try to automate it for you so you do not have to stay in the dark, despite your tool being unique for your business.
If you are planning your territory and sales team organization, and require help with analysis. We can help analyze historical data and predict future lead flow to help with territory planning. Typically, the cost depends on the amount of data that is available and the time it takes to analyze available data. We would be happy to provide a quote on your territory planning project.
There are a few analysis you can do prior to optimizing your sales funnel. Analysis can include: looking at time frames, conversion rates between stages and doing segmentation analysis. Analyzing average time in each bucket, you can establish average time in a stage and identify opportunities which are ‘stalled’ or ‘delayed’. You can also look at conversions between stages, establish conversion rate and identify accounts or account reps, which take longer. Finally you can put every data point you have together in a segmentation model to identify key characteristics which have the higher probability to have close won. What characteristics make a deal go longer and what account reps need more training. As sales operation analytical agency, we can also automate the insights by setting up reports which are delayed, have worst conversion than needed or that are lacking data.
Yes! We have implemented Salesforce’s Einstein AI for the purpose of identifying opportunities. Its a great tool to help your sales agents identify issues during their sales cycle and identify opportunities as well. For Salesforce Einstein AI implementation, please contact us, we would be happy to assist.
Implementing account based scoring, is similar to lead scoring. You are looking at the traits of an account to judge how likely it is to close. You can do account based scoring or opportunity based scoring. Opportunity maybe better because an account can have multiple opportunities with different probability to close. Account based scoring is helpful to identify key accounts, or accounts that are worth doing extra work for. The way we do account based scoring or opportunity scoring, is based on historical data that helps build a model on what fields are important indicators for a likely hood to close, same with behaviors on the opportunity. We do our opportunity scoring based on statistical models. If you are looking to set up your account or opportunity score we can help.