A Leading Financial Services Provider Improved the Performance of Their Sales Team Through Sales Performance Assessment

A leading financial services provider increased sales performance. (Graphic: Business Wire)

LONDON--()--A leading financial services provider approached Quantzig to boost their sales performance and assess the sales team’s activities. To generate sales reports, access to multiple systems was required and performing these tasks manually was time-consuming and the client took Quantzig’s help to overcome all these challenges.

Salesforce is an important part of any organization as they help enterprises in optimizing sales performance and maximizing profits. Organizations are adopting sales performance management to monitor the performance of the salesforce due to the increasing number of sales employees in an organization. Organizations are also making use of analytics, which involves components for goal setting and planning feedback, skill development, and performance review. Tracking sales quotas information, territories, incentive compensation, job evaluation, and forecasting can also be performed by sales analytics.

According to Quantzig’s sales performance assessment experts, “Sales performance assessment solutions can help businesses to improve sales practices, compare metrics, draw conclusions, and implement robust changes.”

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This sales performance assessment provided benefits that helped the client to:

  • Provide implementation services, including project management
  • Design visualizations and KPI display for quick and meaningful data consumption
  • Collaborate with client’s internal resources for sourcing, managing, and controlling the flow of data
  • Deploy report designs and design report options
  • Support the testing and deployment process for the dashboard

This sales performance assessment offered predictive insights such as:

  • Providing actionable insights to the stakeholders through combining data sets
  • Devising new strategies around sales effectiveness and enhance managerial focus
  • Gaining a holistic view of sales team’s activities such as current performance, past performance, and pipeline
  • Transforming sales data into visual insights for easy consumption

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View the inventory optimization study: https://www.quantzig.com/content/sales-performance-management-financial-sector

About Quantzig

Quantzig is a global analytics and advisory firm with offices in the US, UK, Canada, China, and India. For more than 12 years, we have assisted our clients across the globe with end-to-end data modeling capabilities to leverage analytics for prudent decision making. Today, our firm consists of 120+ clients, including 45 Fortune 500 companies. For more information on all of Quantzig’s services and the solutions they have provided to Fortune 500 clients across all industries, please contact us.

Contacts

Quantzig
Anirban Choudhury
Marketing Consultant
hello@quantzig.com
https://www.quantzig.com/contact-us

Release Summary

A leading provider of financial services was very much concerned about its sales performance and wanted to assess the current performance.

Contacts

Quantzig
Anirban Choudhury
Marketing Consultant
hello@quantzig.com
https://www.quantzig.com/contact-us