SALES & MARKETING

A demonstration of what can be achieved with a more low-tech solution where high security standards restrict the use of cloud-based infrastructure. 

See also the Practice Management case study for integrated sales management.

Our client is a leading supplier of products for the space industry in Europe and the United States. We worked with Marketing & Sales to develop a Sales Pipeline Management process and simple Customer Relationship Management tools.

Strict security protocols meant that cloud-based applications were not permitted. Leveraging existing technologies, we built a CRM application to consolidate, standardise and visualise data from multiple data sources and provide easy-to-use reports and scenario planning tools.

INTEGRATION

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• Microsoft Power BI

• Microsoft Excel

• Microsoft Sharepoint

Robust Data Entry

Using custom forms and macros to ensure that data entry is complete, validated and user friendly.

Management Dashboards

Dashboards which summarise the pipeline information without the need for manual intervention.

Pipeline Analysis

Built-in analytics provide all the views needed to manage pipeline performance and present to management.

Scenario Modelling

Static sales pipeline infomation transformed into multiple scenarios to aid decision making.

Ad-hoc Analytics

Power BI desktop provides comprehensive ad-hoc reporting capabilities for specific users.

Automation

Import, export, consolidation and issue resolution routines turn Excel into a fully distributed solution.