On-Demand Webinar: Enhancing sales performance with Qlik Sense

Published on 16.09.2021
Webinars

Building a state-of-the-art sales dashboard in Qlik Sense.
Best Practice: Sales Performance Cockpit for the Robotics Division of Stäubli International AG

Webinar Sales Performance Cockpit mit Stäubli

Today's sales teams are supported with interactive and powerful KPI dashboards to intuitively analyse sales-related data from various sources (e.g. ERP, CRM, Excel). This can provide deep insights into sales processes, which can then be used to make more accurate forecasts, identify opportunities, monitor quotes and orders, and efficiently plan sales activities.

Sales cockpits support sales at various levels, for example:

  • Sales management analyses data to understand overall performance and identify problem areas.
  • Team Managers analyse data to review salespeople's performance and provide targeted coaching.
  • Salespeople analyse data to prepare for meeting with customers in their territory and visually illustrate prior collaboration during face-to-face meetings.

In our webinar you will learn how to build a state-of-the-art sales dashboard in Qlik Sense and which KPIs can be visualised to best monitor and optimise sales performance. From customer analysis with performance indicators such as turnover, ROI, orders and ABC analysis, to pivot tables that can be created ad-hoc with customer-specific data by customer group, product, country, canton, etc.

And even more.

Sales Performance Cockpit - Stäubli International AG

Stäubli Stimmungsbild

Our customer Stäubli International AG, an internationally active group in the field of mechatronic solutions for coupling systems, robots and textile machines, was presenting the Sales Performance Cockpit for the Robotics Division live.

The Qlik Sense application currently enables more than 100 Qlik users from globally distributed departments to visualise important KPIs from various systems - including SAP and CRM - and to derive sales measures from them. Customer visits, enquiries and orders can be analysed as well as the entire sales funnel or the existing lead pipeline. In addition, trend analyses and forecasts can be carried out by product family.

Agenda:

  • Short presentation Informatec
  • Customer Case «Sales Performance Cockpit» & Live Demo
  • Q & A

 

On-Demand Webinar

 

Speakers:

Gentijana Amza

Gentijana Amza

Stäubli International AG

Corporate Controlling

Andrea Di Nizio

Andrea Di Nizio

Informatec

Senior BI Consultant

Christian Fischer

Christian Fischer

Informatec

Head of Sales / Partner

 

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