Sales Intelligence Dashboard Application

GE Capital Canada

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Objective

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DESIGN A CONVIVIAL INTERFACE PROVIDING AT A GLANCE THE STATUS OF THE CURRENT SITUATION BY DISPLAYING THE MAIN METRICS

Result

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When loading the CRM, graphically displaying the main sales metrics allowing representatives and managers to react quickly.

Benefits
1.

Easier and improved weekly meetings between sales representatives and managers

2.

Allowing every level of the Sales & Marketing Department to visualize the state of things, any time

3.

Better perception of Sales Team Performance and current Sales Funnel

4.

Reduction of decision-making time for Administrators

5.

Reduction of Sales and Prospecting Activity Planning errors

 

Context

Enterprise on-the-go also means having your most important application at hand… anytime, anywhere!

In a context of fierce competition, to have access to the strategic data of a customer or a representative or an entity, any time, thanks to a Business intelligence application, is certainly a considerable asset.

A graphic dashboard can present a comprehensive view of the business relationship with a client in just a few screen pages or display the whole Sales Funnel of any representative for the current year.

For GE Capital which investments in a tailor-made ERP to automate its financing equipment services (SUM) has not only tremendously increased both productivity and profitability but also enabled total domination over its competition; the decision to make this application accessible anytime, anywhere to its Sales Team was, well… a no-brainer.

Solution

A dashboard gathering strategic data to display KPI graphics; per client, representative, branch, etc.

Challenge

For security reasons and due to its magnitude, the SUM application does not enable Client Account Executives to work from a distance; hence, they had to spend a lot time at the office.

Accelerate Now!

Key functions

  • KPIs dashboard graphic display
  • Real-time updates of Account Executives pipeline (activities, notes, approvals, etc.) accessible anytime, anywhere
  • Real-time synchronization and totally transparent multiplatform navigation between applications: desktop, web, Outlook, iPad
  • Client Activity Planning anytime, anywhere
  • The Sales Intelligence Dashboard integrates the same security infrastructure

Technologies

ASP.Net - .Net C# - WPF

SQL

HTML

Css

JavaScript - Ajax

Benefits

  • Easier and improved weekly meetings between sales representatives and managers
  • Better perception of Sales Team Performance and current Sales Funnel
  • Reduction of decision-making time for Administrators
  • Improvement of Sales Activities Management
  • Improvement of Prospecting Activities Management
  • Reduction of Sales and Prospecting Activity Planning errors
  • Improvement of Service to Clientele Activities Planning
  • Allowing every level of the Sales & Marketing Department to visualize the state of things, any time

Conclusion

Displaying a global vision of your real-time operations, highlighting cross references of related companies which go beyond data, offering critical information on a Client or identifying a business opportunity for a representative, this pretty much describes the real value of a Business Intelligence Dashboard.

When company resources can benefit from a real-time global view of its sales situation, no matter the level (representative, branch, etc.), it will help remaining ahead of its competitors.

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