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CASE STUDY

A resuscitated sales tool that drives better strategy.

Challenge

A North American industry-leader came to us with a problem: their monthly sales report data was hard to read and harder to make sense of. The sales teams had started to view the reports as a futile but “required monthly exercise”.

Solution

The goal? Turn these opaque reports into a dynamic tool that would help identify areas of opportunity and help drive sales performance. Working with all areas of the company, we were able to build a new sales reporting package that brought the team detailed breakouts and thorough insights on products, product lines and regional sales unlike ever before. 

Outcome

The new sales report became an essential, engaging monthly tool that the leadership could use with ease. Its insights enabled them to have better conversations with buyers, decide where to invest and pinpoint areas that would need more attention.

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