valgen all products datasheet

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Wish your sales force had a crystal ball? Imagine if you could: Call every customer at the right time. Get the next order from a new customer. Cross and upsell when customers are ready. Assign the right customers to the right rep. We help you do all of this. How? It’s easy ... We find hidden profitable patterns in your sales data. We predict which customers will take which action next. Then we deliver action recommendations. Served to your sales force on an easy platform. Sales reps simply act. You gain incremental revenue. We even tell you how much revenue. This is what predictive analytics can do for you. Get Results “I’ve been in sales for 15 years and never seen anything quite like it. This has to be on every manager’s purchase list and on every rep’s desktop.” - Sales Manager, K-12 Division of Multi-Billion Retailer “This stuff works. Once you get a taste for how predictive analytics makes your life easier and delivers results, you’ll never be without it!” - Sales Manager, $1 Billion Small Business Division of High Tech Retailer partners in value generation TM

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Page 1: Valgen all products datasheet

Wish your sales force had a crystal ball? Imagine if you could: Call every customer at the right time. Get the next order from a new customer. Cross and upsell when customers are ready. Assign the right customers to the right rep.

We help you do all of this. How? It’s easy ...

• Wefindhiddenprofitablepatternsin your sales data.

• We predict which customers will take which action next.

• Then we deliver action recommendations. Served to your sales force on an easy platform.

• Sales reps simply act.

• You gain incremental revenue.

• We even tell you how much revenue.

This is what predictive analytics can do for you.

Get Results“I’ve been in sales for 15 years and never seen anything quite like it. This has to be on every manager’s purchase list and on every rep’s desktop.”

- Sales Manager, K-12 Division of Multi-Billion Retailer

“This stuff works. Once you get a taste for how predictive analytics makes your life easier and delivers results, you’ll never be without it!”

- Sales Manager, $1 Billion Small Business Division of High Tech Retailer

partners in value generation TM

Page 2: Valgen all products datasheet

cƒMAX real-time customer action recommendations for the sales force:

Convert Leads

Problem: Over 50% of new customers don’t make a second purchase within 6 months.

What: Establish buying cycle quickly and increase efficiency of lead gen. Focus on the best customers and divest of those not attracted to your value prop.

How: Predict new customers most likely to accelerate early orders. Use Valgen recommendations to provide care and attention to customers with highest future value.

Why: Getting early orders identifies repeat buyers, generating higher lifetime value from them, and more predictable revenue streams.

Find profitable patterns hidden in your sales data.

We make CRM smarter:We find the hidden profitable patterns in your sales and CRM data. Then, easy tools deliver action recommendations to sales reps and sales managers.

See this action from a cƒtime account record in salesforce.com, telling the sales rep to call this customer now. The next order was predicted to occur Aug. 12. It’s now past that date. This company is missing a sale until the customer is called.

PREDICTIVE ANALYTICS

Retain Customers

Problem: Reps focus on top 20% of customers for 80% of revenue, but remaining potentially profitable customers can “fade” away.

What: Help reps proactively anticipate customer timing. Alert reps when to call customers at the right time to generate sales and build strong relationships.

How: Identify each customer’s individual buying cycle, predict their next optimal buy/call date, and track deviations in timing or spend that if continued, may erode the relationship.

Why: Connecting with all customers at the oportune time results in guaranteed incremental sales -- it’s like getting an extra month of revenue with no extra work.

Penetrate Products

Problem: Two-thirds of customers do not buy or penetrate more than a few categories.

What: Introduce customers to product and service categories most relevant to them, when they are ready, while providing reps with breadth of knowledge needed to make the sale.

How: Valgen’s cƒsell predictive models show you the best combination of timing, customer, and rep attributes to deliver cross-sell and upsell recommendations.

Why: Increase sales of higher-margin products and services in the short term, while ensuring high customer lifetime value over the long term.

Nurture Accounts

Problem: The top 5% of accounts can cause over 75% of revenue decline, and they need high level of care.

What: Manage risk associated with highest value accounts. Holistically evaluate all aspects of relationship sales, satisfaction, and operations to detect early warning signals.

How: Monitor pipeline at account level, by deploying an “engagement model” to track both cost and revenue side. Determine components of overall change and get actionable guidance.

Why: Hold a meaningful dialogue across entire spectrum of large account behavior to sustain and even grow revenue and profitability.

Page 3: Valgen all products datasheet

SALES PRODUCTIVITY SUITE

Balance Accounts

Problem: Accounts assigned on a salesforce-driven basis result in lower “per rep” sales.

What: Legacy-based factors may often drive initial selection of accounts, portfolio composition, and distribution, causing lower sales than possible.

How: sƒbook balances each rep’s book proactively to reflect changes in customer trends and the rep’s overall workload. Used initially for a starter portfolio and for periodic adjustments.

Why: Sales rep books balanced through sƒbook’s predictive engine are more likely to record higher growth than from a legacy-based allocation method.

sƒMAX proactive planning action recommendations for sales managers:

Valgen’s Vision:

We want to make life easier for more

sales professionals, and bring real results

to you.

Designed by salespeople, for salespeople.

Manage Transitions

Problem: Account transitions done after reps leave lose 15% to 30% of value over the following year.

What: As sales reps leave, their books often get redistributed based on past rather than future growth considerations.

How: Instead, sƒmove scores each book and predetermines allocation before the decision is needed. Rapid transition implementation arrests the decline and delivers growth.

Why: Record a sales gain rather than a loss in one-year sales after rep transitions, and a faster return to penetration and margin goals.

Plan for Growth

Problem: Goals based on rep’s workload vs. current customer dynamics produce lower growth.

What: Reduce dependence on history when setting goals. Predict goals based on modeling of projected trends, and correct the actions needed to meet goals on an ongoing basis.

How: sƒgoal models and predicts the sales goals based on rep, market, customer, and product trends allowing you to reflect current conditions and incentivize reps on future performance.

Why: Setting goals based on macro trends capitalizes on fast- changing trends hidden within a rep’s portfolio for each customer.

Provide Coverage

Problem: Poor alignment of multi-channel sales resources can increase cost to serve by 200%.

What: Sales coverage -- call center, inside, special, field and partners -- is not aligned with greatest expected payoff, nor coordinated from a customer perspective.

How: Set up coverage and quotas based on expected customer needs from sƒwrap quantitative models. Invest in coverage consistent with expected return at the customer level.

Why: Capital or operating expense by partners and internal sales/customer support teams can yield much higher return with transparency and accountability.

Page 4: Valgen all products datasheet

t

partners in value generation TM

How will our solutions work for you? Contact:

[email protected](847) 637-0359

www.valgen.com

No need for hardware or software investment. No ongoing maintenance.

That’s one way we make our tools easy to use. Valgen’s predictive analytics solutions are SaaS, or software as a service, delivered throughonlinesubscription.

Oursolutionsaredeployablethrough many CRM applications and are completely integrated with Salesforce.com.

Typical Users• B2B• Fast transaction, shorter sales cycle• Mutli-channelsales:field,inside,callcenters,

partners• Multiple product lines• Minimum several dozen sales reps • Minimum 1 year of sales data

Industries we work with are those where most repeatsalesarenotpre-definedeventslikesubscriptions,including:retailandtechnology,andoffice,janitorial,hospitalityandmedicalsupplies. Our solutions can also work for non-profitorganizationswithsalesprocesses.

We help you efficiently grow revenue beyond the 80/20.

Typically these customers are top of mind and get most attention.

Other customers are under-served, resulting in lower future value.