Make your Salesforce org Proactive and provide actionable insights to win deals faster
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Transcript of Make your Salesforce org Proactive and provide actionable insights to win deals faster
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Company Overview /Financial Reporting and Business Intelligence Team
Suite 417 - Innovation Center 993 Old Eagle School RoadWayne, PA 19087www.eigenx.com
Actionable Insights and Data Quality
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Contents• Why actionable insights• Causes preventing actionable insights• Strategy • Actionable insights on leads • Actionable insights on customers• Define poor data quality• Data quality strategy• Approach• Data quality metrics• Tactics• Eigenx
Data Quality Improvement and Approach
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Why Actionable Insights
• Actionable insight is an action salesforce does proactively and results in meaningful sales activity.
• As a salesforce admin you are responsible for:
• Managing salesforce data
• Delivering business results
• Providing more insights to your sales and marketing teams
Eigen X, Inc. Proprietary and Confidential 3
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Changing Roles
From Admin to Consultant
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Strategy on Insights
Define the purpose of the actionable insight (ex: behavior changes, relationship losses)
1. How can we help our sales reps to win deals faster?
2. How can we proactively manage our relationships with existing customers?
3. What else can we show our sales rep to help them to increase sales?
Eigen X, Inc. Proprietary and Confidential 5
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Causes Preventing Actionable Insights
• Not having enough data about your leads, contacts and opportunities in salesforce.
• Data duplicated and hard to measure and trust.
• Do not understand what data to capture and measure.
• Not asking the right questions to leadership teams.
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Actionable Insights on Leads
• Proactively monitor email tasks
• Follow up on your hot leads
• Track your stale leads
• Personally connect with your prospects
• Velocity through pipeline
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Actionable Insights on Accounts
• Proactively monitor contact role changes
• Identify relationship break signals
• Act on your activities on your lost accounts
• Personally connect with your contacts
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Data Quality
Poor Meaningful
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Data Quality: Strategy
Report Report
DefineDefine
MeasureMeasure Take Action.Take Action.
PreventPrevent
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Data Quality: Define
• Duplicate leads
• Incomplete leads
• Inconsistent (e.g. State fields, phone numbers )
• Outdated (Not recent)
• Unconnected
• Inaccessible ( Not able to access when needed)
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Incomplete Lead
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Inconsistent Leads
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Unconnected Leads
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Data Quality: Metrics
• Percentage of leads created and modified with poor data.
• Top 10 Users creating and modifying good and bad quality leads.
• Percentage of leads fixed per month on data quality by user and source.
• Top 3 and bottom 3 reasons for good and bad data quality.
• Number of training sessions conducted per month on poor quality data.
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Data Quality Reports
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Sample Lead
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• Life Sciences• Consumer and Industrial
Products• Financial Services• Communications and Media• Public Sector (Federal, State
and Local)
Eigen X, LLC Overview
Service Offerings: • Business Intelligence / Analytics • CRM / Social Integration• Big Data Management • ERP / Master Data Management• PMO / Agile Project Delivery• Business Process Management• Mobility• Cloud Migration
Core Skills: • Program Management Office (PMO)• Business Intelligence • IT Strategy and Architecture• Package Software Selection and
Implementation
Our Values
A DBS companyFounded in 2009 and headquartered in the Washington, DC area, Dominion Business Solutions made an equity investment in Eigen X in 2012.
• Provide the right resources at the right time to meet our clients needs
• Flexible, responsive, and easy to engage with
• Partner with our clients to achieve their success and desired outcomes
HeadquartersPhiladelphia, PA
Industries We ServeThe Eigen X team has served clients with data challenges in nearly every business vertical. However, we have specific expertise in the following verticals:
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Contact Information
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The Eigen X Leadership Team is ready to support you on your most important program and project needs. For more information, please contact:
Stanley PittmanMobile: 610-213-1192Email: [email protected]
Buyan ThyagarajanMobile: 302-438-4097Email: [email protected]
www.eigenx.com
Sumit PatelMobile: 267-210-9224Email: [email protected]
Matt PettengillMobile: 570-713-5596Email: [email protected]