Our client’s telephone representatives manage account portfolios with several hundred customers in them. They needed a solution to help identify buying behaviors of each account month-over-month.
Our solution was to work closely with the client to help provide targeted opportunities for the telesales team. This resulted in a custom solution–the Consolidator. The Consolidator groups customers together to highlight those most significantly behind in historical buying trends.
The Consolidator eliminated manual report creation and improved portfolio management efficiency. This resulted in more calls to the largest opportunities and improved revenue.
As a large healthcare distribution company, our client needed a solution to help their ever-growing sales team. Representatives needed to be able to manage account portfolios with several hundred customers and identify buying behaviors. The solution also needed to:
Our solution was to work closely with the client to help provide targeted opportunities for the telesales team. This resulted in a custom solution–the Consolidator. The Consolidator groups customers together to highlight those most significantly behind historical buying trends. This solution provides ready access to individual item details and promotional campaigns.
A notable feature of our PO development of this tool is the UI and logic that sifts through tremendous amounts of data to highlight the most important information in an immediately actionable fashion.
Our client’s favorite feature? The ability to ensure that default views focus on areas of greatest opportunity and allow quick manipulation of data to get to important, underlying details.
Our solution ensured that sale representatives were fed information to ensure relevant and insightful conversations with customers and help grow their business and territories.