Sales Dashboard and CRM Analytics Services
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Maximize Sales Team Performance with Performance Monitoring, CRM Analytics, Incentive Emails, and Best Practice Benchmarking

Now more than ever, businesses are being tasked with maximizing performance. Nowhere does the responsibility fall greater than with the sales team. Business plans throughout the globe are drawn up daily that are rooted in a foundation of strong sales projections. On the shoulders of the Vice President of Sales and the sales team lies the success or failure of these businesses by virture of their ability to meet and exceed the sales plan.

Maximize the success of sales efforts and get the best return on your sales team dollars. Appian Analytics provides a wide range of performance enhancing services that help you to measure, monitor, and improve sales team performance.

Sales Force Performance Dashboard
With a sales force performance monitoring dashboard from Appian Analytics you will be able to track sales team performance in one concise view. Dashboards are an outstanding way to monitor the performance of your company's most vital asset and ensure proper deployment and success in achieving sales goals.

	Top level view of company-wide, regional and individual sales rep performance Integrated views of key information related to the success of the sales team. Clear, concise and easy to access performance information.
(Click to view fully-functioning dashboard)

Appian Analytics can provide you with an off the shelf sales dashboard solution and/or customize a sales dashboard to fit your unique company's systems and information needs. Dashboards will allow you to stay on top of your teams performance, communicate performance to your team, and incentivize performance by communicating the performance of each team member.

Email Performance Report - Send each sales team member a fully customized performance report via email. With this simple yet powerful feedback, you can leverage the competitve spirit of each sales team to motivate them to reach top performance levels. This performance report includes each team member's performance and success at achieving goals.

Compare performance of each sales rep and manager to:

1. Top performing sales reps and managers
2. The activites that top performers accomplish
3. Sales regions or districts and their performance
4. How activities are performed by top-performing sales reps
5. Success at obtaining sales objectives, quotas, and plans

Top performance can be obtained by sending this powerful email incentive out to each and every sales team member daily, weekly, or monthly. Getting started is a fast and simple matter requiring coordination of CRM data with Appian Analytics.

Best Practice Benchmarking - Appian Analytics can conduct a thorough review of your sales team members to identify best practices. With best practice information obtained from your team, each team member is benchmarked against top performing sales reps. With this information, you can review how your sales team members differ in their approach and activities and what works.

Each study includes a full review of sales team member experience, capabilities, and their approach to account planning, management, and development. To facilitate this, Appian Analytics uses a fast and efficient online survey to collect the data from team members. Additionally, you provide your historical CRM data which is analyzed and integrated into a thorough, fully customized anaysis of your company, sales regions/districts, and team member performance.

Win/Loss Analysis – Appian Analytics can review your track record in selling to customers to determine what works and what doesn’t. This post review of your company's performance encompasses all the critical facets related to winning busines.

The Win/Loss Analysis is comprised of obtaining critical information related to the sales process and why you won or lost the sale. In the Win/Loss Analysis, Appian Analytics team members collect vital information about the sales process and what the key constituents thought about why they did or did not buy from your company. The Win/Loss analysis includes a number of key criteria useful in measuring and monitoring your businesses success versus the competition.

Account Review and Segmentation - It is important to properly differentiate the potential and therefore priorities of your sales team. Segmentation involves identification of the groups in your customer base that form natural clusters. These clusters are based on commonalities found in a complete review of your CRM data and primary reseach with your sales team, managers, and others.

With a properly segmented customer and prospect database you will be able to increase effectiveness by facilitating uniquely tailored messages and approach to customers. Using your CRM and other information Appian’s analytical methods will help you identify who will respond most favorably to particular messages, approaches, offers, feature emphasis, and product or service bundles.

Data Sources - Data sources used for Sales and CRM analytics projects includes:

1. CRM Data from any system (Siebel, Oracle, Salesforce, Goldmine, Act, etc.)
2. Online survey of each sales team member
3. Prospect database / mailing lists

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