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Infinity's Coffee Break Series Using Dashboards to Improve Call Planning Processes
Presenters: Jennifer van Pelt Senior Marketing Associate Michael Hammons Director, Solution Architects
Agenda: Introductions Call Planning Challenges  Why Plan? Demo Questions & Answers Announcements
Challenges Reduced Access Time Consuming Unfriendly Tools Not Integrated Rapid Changes Research suggests that as an investment, planning and preparation can increase productivity by as much as 20%!   Effective targeting and call planning are central to the success of these strategies.
Why Plan? Consider the following facts: Top reps rank importance of pre‐call planning as 8.32 89.4% of these reps ranked the importance as “7” or higher Senior‐level sales executives rank the importance as 8.81 97% of top‐quintile sales reps say preparation is a key to their success 3 out of 4 believe they use pre‐call planning better than their lower‐performing peers 91% of sales executives say that the top 10% of their sales reps prepare better than the remaining 90%
What’s Important for Call Planning Trends and analysis Customer regulatory filings Identification of known contacts within the customer organization Purchase history Notes and other CRM data
QlikView: Making the Complex Simple Consolidate informationrapidly from any data source Search data withGoogle-like ease Visualize data withstate-of-the art graphics CRM
demo Infinity Info Systems
Questions & answers Infinity Info Systems
http://www.infinityinfo.com/events/upcoming Upcoming Sessions: Portfolio Company Reporting and Analysis Tuesday, June 21, 2011, 2pm EDT Dynamics CRM Marketing 2.0 Wednesday, June 22, 2011, 2pm EDT Improve Quote to Order Processes with Mobile Dashboards Tuesday, June 28, 2011, 2pm EDT For more information contact:  Jennifer Van Pelt Senior Marketing Associate Tel: 646.747.6403 Email: jvanpelt@infinityinfo.com

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Infinity's coffee break series using dashboards to improve call planning processes

  • 1. Infinity's Coffee Break Series Using Dashboards to Improve Call Planning Processes
  • 2.
  • 3. Presenters: Jennifer van Pelt Senior Marketing Associate Michael Hammons Director, Solution Architects
  • 4. Agenda: Introductions Call Planning Challenges Why Plan? Demo Questions & Answers Announcements
  • 5. Challenges Reduced Access Time Consuming Unfriendly Tools Not Integrated Rapid Changes Research suggests that as an investment, planning and preparation can increase productivity by as much as 20%! Effective targeting and call planning are central to the success of these strategies.
  • 6. Why Plan? Consider the following facts: Top reps rank importance of pre‐call planning as 8.32 89.4% of these reps ranked the importance as “7” or higher Senior‐level sales executives rank the importance as 8.81 97% of top‐quintile sales reps say preparation is a key to their success 3 out of 4 believe they use pre‐call planning better than their lower‐performing peers 91% of sales executives say that the top 10% of their sales reps prepare better than the remaining 90%
  • 7. What’s Important for Call Planning Trends and analysis Customer regulatory filings Identification of known contacts within the customer organization Purchase history Notes and other CRM data
  • 8. QlikView: Making the Complex Simple Consolidate informationrapidly from any data source Search data withGoogle-like ease Visualize data withstate-of-the art graphics CRM
  • 10. Questions & answers Infinity Info Systems
  • 11. http://www.infinityinfo.com/events/upcoming Upcoming Sessions: Portfolio Company Reporting and Analysis Tuesday, June 21, 2011, 2pm EDT Dynamics CRM Marketing 2.0 Wednesday, June 22, 2011, 2pm EDT Improve Quote to Order Processes with Mobile Dashboards Tuesday, June 28, 2011, 2pm EDT For more information contact: Jennifer Van Pelt Senior Marketing Associate Tel: 646.747.6403 Email: jvanpelt@infinityinfo.com

Notes de l'éditeur

  1. On a scale of 1 to 10 (1 meaning “not important” and 10 meaning “extremely important”),