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Unlocking Sales Opportunities With Sales Optimizer

Unlocking Sales Opportunities With Sales Optimizer. Dave Emery. Sales Optimizer. Sales Optimizer is a sales planning, analysis and strategy tool designed to help you improve the performance of your clients business.

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Unlocking Sales Opportunities With Sales Optimizer

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  1. Unlocking Sales Opportunities With Sales Optimizer Dave Emery

  2. Sales Optimizer • Sales Optimizer is a sales planning, analysis and strategy tool designed to help you improve the performance of your clients business. • Sales Optimizer is your key to unlocking the crucial intelligence hidden in the mountain of Advantage or Pro Series sales transactions for your clients. • In this session you’ll learn how Sales Optimizer can identify sales opportunities, sales trends and develop sales strategies.

  3. Agenda • Overview • Key features • Demo • Questions

  4. What is Sales Optimizer? A software tool that enables you to: • Assess sale performance • Products • Customers • Sales person • Identify sales opportunities • Perform dynamic data mining

  5. Sales Optimizer Overview Answer the following questions and more: • How often do customers purchase? (Loyalty) • How many product types do they buy from you? (Reliance) • Which customers/products/salespersons make you money? (Profitability) • What customers/product mix is critical to your business? (80/20 rule) • What customers have you gained or lost? (Retention)

  6. Opportunity Analysis vs. Sales Analysis • Sales analysis tells you what was sold • Opportunity analysis tells you what you didn’t sell • What products weren’t sold to similar customers • What products did your sales rep not sell • What products don’t follow seasonal trends

  7. The Basics Customer A buys X units of Product B from Salesman C In Period D for Y Dollars and Z Margin

  8. Do You Analyze . . . • Customers over time? [A x D] • Products over time? [B x D] • What products your customers buy? [B x A] • What products yoursalespeople sell? [B x C]

  9. And Is It . . . • By Dollars of Revenue? [X] • By Gross Margin? [Z] • By Physical Units? [Y] • By Margin%? [Z/X x 100] • By Revenue per Unit? [X/Y]

  10. Summary • A software tool that enables you to: • Assess the sales performance of your: • Products • Customers • Salespersons • Identify sales opportunities • Perform dynamic data mining

  11. Sales Optimizer Demo

  12. Questions?

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