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Rudra Narayan Pandey Nividh Business Intelligence 919448119930

http://www.nividh.com/bi/ondemand/dashboard-sales_page.jsp

A set of technologies and processes that use data to understand and analyze business performance

Use Business Intelligence to


1. 2. 3.

Empower Everyone in the Organization


Drive Action in Sales, Service, and Marketing Teams Expand Beyond CRM Reporting to Include Other Enterprise Information Gain a Competitive Advantage!

Business Intelligence transforms mission critical data that runs your enterprise processes into insightful, measurable, and actionable information that delivers business results.

Who are our Customers? Who are our best customers? Are our customer relationships improving or getting worse?
Where are our Opportunities? Are we pursuing them effectively? Where should we invest our time and resources? Are we providing good Service? Is our Customer Service getting better or worse? Where can we improve Service? How can we reduce the cost of Service without sacrificing quality of Service?

Customer Overview Forecasting Sales Activity Orders Products Pipeline Quotes


http://www.nividh.com/viewDemoDashboard.action?fr=syAd&dashboard.dashboardID=49&oq=window.open+ ma&fp=1320387668250

Success Metrics
Number of Responses Number of New Accounts

Cost Metrics
Cost per Response Cost per Acquisition

Cost Benchmark
Allowable cost per response Allowable cost per Acquisition

Campaign Execution Ratios


1) Total Leads = SUM of all leads associated with this 2) Total Contacts = SUM of all contacts associated with this campaign # Contacts will decrease if two contact records are merged, or if a contact is deleted

campaign
Includes converted leads that you cant see in the app # Leads will decrease if two lead records are merged, or if a lead is deleted

3) Converted Leads = SUM of all leads associated with this campaign that have been converted to a contact

4) Total Responses = SUM of all visible records associated to this campaign that have a member status with the Responded box checked ** Best metric for success of campaign when member

Includes leads converted to new or existing contacts

statuses are set up correctly!

Campaign Execution Dashboard

Campaign Execution Ratios


1) Total Value Opportunities =
Calculated field for the amount of all opportunities associated with this campaign incl. closed/ won For organizations using multiple currencies, amounts are converted to campaign currency Does not include opportunities that influenced campaign

3) Budgeted Cost = Amount of money budgeted for the campaign This field is not required to calculate the ROI of the campaign

2) Total Value Won Opportunities = Calculated field


for total amount of all opportunities associated with the campaign hierarchy, including closed/won opportunities
All campaigns in a hierarchy must use the same currency

4) Actual Cost = Amount of money spent to run the campaign Field needed to calculate ROI

** The ROI is calculated as the

net gain (Total Value Won Opportunities - Actual Cost) divided by the Actual Cost. The ROI result is expressed as a percentage.

Auto

Comms. Complex Consumer & Media Mfg. Sector

Energy

Financial Services

High Tech

Insurance Life

& Health

Sciences

Public Sector

Travel & Trans

Sales Analytics

Service & Contact Center Analytics

Marketing Analytics

Financial Analytics

Supply Chain Analytics

Workforce Analytics

Sales Vipul Sharma +91-9483-265110 sales@bdisys.com, hr.transformation@bdisys.com vipul.sharma@bdisys.com

COST SAVINGS: Moving to a service center approach shows the strongest streamlining and cost savings Evaluate the potential for hosted services FUTURE: Specifically focus on Sales Analytics Educate yourselves on analytics Focus on improving the user experience

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