How to integrate your data

[mouakter14]

Once you know which metrics you and your teams should be analyzing, the next step is to transfer the data to your dashboards.

This step requires an audit of your sales analysts. Your organization may be using various platforms to perform different tasks. Some may be integrated, but others may not.

To have all this sales data in one place, find out where it's stored. This requires the participation of all hierarchical levels:

Top level. What data is the board using, creating, and collecting?

Lower level. What independent tools are your representatives using to conduct their business?

Medium level. How does the marketing department collect lead information and what does it do with it?

Instead of spending more time and effort than necessary gathering information from different teams and departments, hold days to communicate what you need from each stakeholder. You may need to do this in three separate sessions:

Conferences that include the entire organization to bring together chinese overseas africa database marketing, sales, and board teams

Team days to find out what tools and autonomous processes your representatives use

Follow-up sessions to communicate findings and discuss next steps

When you hold kickoff sessions, make sure everyone understands what your goal is.

Here's a great way to communicate your goals:

“Our goal is to find out exactly where the sales data is at all stages of the buying cycle.

To do this, we need to include marketing systems , CRMs, spreadsheets, and any business intelligence platforms being used for this purpose.

The goal is to create accurate reports that help improve sales performance and increase revenue. Without this data, we won't know how we can improve.”


Mentioning the impact on increased revenue will get the board on board's side pretty quickly.