sales bi nividh

8/3/2019 Sales BI Nividh

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Rudra Narayan Pandey

Nividh Business Intelligence

919448119930http://www.nividh.com/bi/ondemand/dashboard-sales_page.jsp
http://www.nividh.com/bi/ondemand/dashboard-sales_page.jsphttp://www.nividh.com/bi/ondemand/hrm-bi.jsphttp://www.nividh.com/bi/ondemand/dashboard-sales_page.jsphttp://www.nividh.com/bi/ondemand/dashboard-sales_page.jsphttp://www.nividh.com/bi/ondemand/dashboard-sales_page.jsp


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A set of technologies and processes that use data tounderstand and analyze business performance

Use Business Intelligence to 1. Empower Everyone in the Organization2. Drive Action in Sales, Service, and Marketing Teams

3. Expand Beyond CRM Reporting to Include Other EnterpriseInformation

Gain a Competitive Advantage! Business Intelligence transforms mission critical data that

runs your enterprise processes into insightful, measurable,and actionableinformation that delivers business results.


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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 wereduce the cost of Service without sacrificing

quality of Service?


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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
http://www.nividh.com/viewDemoDashboard.action?fr=syAd&dashboard.dashboardID=49&oq=window.open+ma&fp=1320387668250http://www.nividh.com/viewDemoDashboard.action?fr=syAd&dashboard.dashboardID=49&oq=window.open+ma&fp=1320387668250http://www.nividh.com/viewDemoDashboard.action?fr=syAd&dashboard.dashboardID=49&oq=window.open+ma&fp=1320387668250http://www.nividh.com/viewDemoDashboard.action?fr=syAd&dashboard.dashboardID=49&oq=window.open+ma&fp=1320387668250


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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


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1) Total Leads = SUM of all

leads associated with this

campaign

Includes converted leads that

you cant 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 beenconverted to a contact

Includes leads converted to

new or existing contacts

Campaign Execution Ratios


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Campaign Execution Dashboard


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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 theActual Cost.

The ROI result is expressed

as a percentage.

2) Total Value Won

Opportunities = Calculated field

for total amount of all

opportunities associated with thecampaign hierarchy, including

closed/won opportunities

All campaigns in a hierarchy must

use the same currency

Campaign Execution Ratios


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SalesAnalytics

FinancialAnalytics

WorkforceAnalytics

Supply ChainAnalytics

Service &Contact CenterAnalytics

MarketingAnalytics

Travel& Trans

Auto Comms.& Media

ComplexMfg.

Consumer

SectorEnergy Financial

ServicesHighTech

Insurance

& HealthLifeSciences

PublicSector


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Sales Vipul [email protected], [email protected]@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
mailto:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]

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