Sales BI Nividh

Slide 1: 

Rudra Narayan Pandey Nividh Business Intelligence 919448119930 http://www.nividh.com/bi/ondemand/dashboard-sales_page.jsp

Business Intelligence : 

A set of technologies and processes that use data to understand and analyze business performance Use Business Intelligence to… Empower Everyone in the Organization Drive Action in Sales, Service, and Marketing Teams Expand Beyond CRM Reporting to Include Other Enterprise Information Gain a Competitive Advantage! Business Intelligence transforms mission critical data that runs your enterprise processes into insightful , measurable , and actionable information that delivers business results. Business Intelligence

Understanding Your Customers with Nividh Analytics: 

Who are our Customers? Who are our best customers? Are our customer relationships improving or getting worse? Where are our Opportunities? Are we pursuing them effectively? Where should we invest our time and resources? Are we providing good Service? Is our Customer Service getting better or worse? Where can we improve Service? How can we reduce the cost of Service without sacrificing quality of Service? Understanding Your Customers with Nividh Analytics

Market Analysis: 

Market Analysis

Sales Subject Areas : 

Customer Overview Forecasting Sales Activity Orders Products Pipeline Quotes http://www.nividh.com/viewDemoDashboard.action?fr=syAd&dashboard.dashboardID=49&oq=window.open+ma&fp=1320387668250 Sales Subject Areas

Example: Service and Contact Center Analytics: 

Example: Service and Contact Center Analytics

Cost Efficiency Ratios: 

Success Metrics Number of Responses Number of New Accounts Cost Metrics Cost per Response Cost per Acquisition Cost Benchmark Allowable cost per response Allowable cost per Acquisition Cost Efficiency Ratios

Slide 8: 

1) Total Leads = SUM of all leads associated with this campaign Includes converted leads that you can’t see in the app # Leads will decrease if two lead records are merged, or if a lead is deleted 2) Total Contacts = SUM of all contacts associated with this campaign # Contacts will decrease if two contact records are merged, or if a contact is deleted 4) Total Responses = SUM of all visible records associated to this campaign that have a member status with the “Responded” box checked ** Best metric for success of campaign – when member statuses are set up correctly! 3) Converted Leads = SUM of all leads associated with this campaign that have been converted to a contact Includes leads converted to new or existing contacts Campaign Execution Ratios

Slide 9: 

Campaign Execution Dashboard

Slide 10: 

1) Total Value Opportunities = Calculated field for the amount of all opportunities associated with this campaign incl. closed/ won For organizations using multiple currencies, amounts are converted to campaign currency Does not include opportunities that influenced campaign 3) Budgeted Cost = Amount of money budgeted for the campaign This field is not required to calculate the ROI of the campaign 4) Actual Cost = Amount of money spent to run the campaign Field needed to calculate ROI ** The ROI is calculated as the net gain ( Total Value Won Opportunities - Actual Cost ) divided by the Actual Cost . The ROI result is expressed as a percentage. 2) Total Value Won Opportunities = Calculated field for total amount of all opportunities associated with the campaign hierarchy, including closed/won opportunities All campaigns in a hierarchy must use the same currency Campaign Execution Ratios

Scope of Analytics on Nividh: 

Sales Analytics Financial Analytics Workforce Analytics Supply Chain Analytics Service & Contact Center Analytics Marketing Analytics Travel & Trans Auto Comms. & Media Complex Mfg. Consumer Sector Energy Financial Services High Tech Insurance & Health Life Sciences Public Sector Scope of Analytics on Nividh

Slide 12: 

Sales – Vipul Sharma +91-9483-265110 sales@bdisys.com , hr.transformation@bdisys.com vipul.sharma@bdisys.com COST SAVINGS: Moving to a service center approach shows the strongest streamlining and cost savings Evaluate the potential for hosted services FUTURE: Specifically focus on Sales Analytics Educate yourselves on analytics Focus on improving the user experience