Oco Solution for Customer and Sales ManagementThe Opportunity: Everyone agrees that a successful company needs to be customer focused. However, too many companies do not have the tools to truly understand their customers and what to do tactically and strategically with each one. Insight into the following three questions will help drive improved profitability: - Which customers should receive the most focus?
- What should our sales and customer teams do with each account?
- How do we ensure we manage risk and realize revenue growth from them?
The Challenge: Companies are typically challenged when trying to gain a complete picture of their customers. Data is often locked in many different systems and organizing the information together into one useful place is difficult. Reporting is often focused on a rear-view, historical look, and most companies have not created an actionable analytic framework to guide day-to-day decision making.
The Oco Customer 360 and Oco Sales Management SaaS BI applications allows you to obtain a complete, 360° view of your customers by integrating disparate information - revenue & cost information, sales forecasts, operational & customer service performance, and customer satisfaction - into one location. This view provides a strategic decision framework allowing front-line employees to optimize customer interactions: - Identify the opportunities to cross sell additional products to drive customer growth
- Understand the least profitable customers to act upon
- Identify at-risk forecast revenue from unsatisfied customers
- Highlight actions to drive higher share of wallet with specific customers
- Review performance of sales teams and sales executives relative to plans, other teams, and prior periods
|