Business Intelligence boosts sales management
30 May 2017
In fast paced trading environments, it can be difficult for businesses to see where their sales are being won and lost. According to OrderWise, timing is everything and without the right tools, many lack the information they need to make accurate decisions.
To ensure sales opportunities are fully maximised, businesses need to be able to automatically notify staff when something of importance arises in their data. Businesses are constantly looking to streamline reporting processes and they can do this by having an operation in place that automatically captures important data to then be used for in-depth sales insight.
OrderWise already solves data preparation issues with its Business Intelligence module, which it says provides companies with the tools they need to access the full potential of their business data. OrderWise points out that this module means that problem areas can be easily highlighted and in turn sales opportunities are maximised.
With the introduction of a new BI Alerts module, automated alerts are sent directly to the users email based on the company’s own customised rules to indicate a predefined event, issue or condition has occurred and action is needed. This means staff are instantly notified when action is needed, allowing them to continue focusing on their work rather than constantly referring to dashboards.
The module operates on the information a company already holds and uses 16 alert queries that can be used to set up a new rule against suppliers, customers, or variants, and assign follow ups to a choice of a user. Users are also given the ability to automatically resolve alerts for a more streamlined method of handling their data notifications.
OrderWise says the module gives companies the functionality of automatically scheduling updates over time periods suited to them – meaning once alerts are set up manual processes are all but eliminated. It is still possible to edit the alerts following creation or pause them indefinitely for complete control – enabling a company to make changes according to the needs of its business.
OrderWise BI Alerts works seamlessly with OrderWise CRM. Users who receive an alert can choose to create an opportunity off the back of the notification, providing businesses with an effortlessly integrated all-in-one sales management solution that enables action to be made at first instance.
Another benefit is to businesses that operate with sales staff ‘out on the road’, as customer BI Alerts can sync through to the OrderWise App. The ability to utilise fast, accurate data notifications means the business is notified of sales potential the moment opportunities are revealed. Any information entered through the App is also updated to the main OrderWise system when connected to the internet.
“This new functionality, made available by BI Alerts, means users are not only able to gain unparalleled insight into areas of importance within their business but can also instantly capture and act upon notifications for maximum sales opportunities,” mentions OrderWise.
