Marketing - Reducing waste and increasing success rates.

Power BI allows you to co-relate marketing metrics between companies such as architects and end clients to jobs and to contractors, meaning you see the unwritten relationships between companies as well, and it also removes the possibility of having false positives from your data. Power BI helps you to create dashboards on the fly by embedding them into Project-SalesAchiever while connecting with services like Mail-Chimp

Improving customer retention

Acquiring a new customer can cost 7 x more than starting a new relationship with a new client. Using Power BI you can understand what motivates existing customers and what they are purchasing, track demand trends, and identify opportunities to cross-sell in construction projects which can be used to tailor a more strategic approach to construction selling.

Reducing reporting administration and increasing sales time

Your business development team likely spends time manually creating and sorting through datasets to get insights, understand performance, and produce sales reports. Power BI inside Project-SalesAchiever CRM can eliminate difficult and time-consuming manual reports. Pipeline reports and sales trends can be generated quickly, leaving your team more time to strategize

Share sales information easily across departments

With Power BI you can pull data from both Project-SalesAchiever CRM and also other systems such as your invoicing systems so you can merge the key data and easily create dashboards that provide insights into the sales team's performances and if required can be shared across other departments or divisions. Your marketing team will be able to tell which campaigns are driving sales, while the operations team will be able to plan and forecast product demand. Plus, management will be able to make more accurate business decisions based on sales activity.

More accurate construction project forecasts

Companies that forecast well have a competitive advantage as it helps your business stay agile. Power BI consolidates all your data in one place and simplifies it, and presents to you the most accurate, up-to-date information that is visualized through powerful reports. Having access to all your historical sales patterns and activity in one place makes it easier to project future revenue and sales accurately. By removing the difficulty of collating historical and current sales activity data in one place, your team can also set more realistic targets. Something that can be challenging if your sales success depends on variables such as month, customer segments, etc.

Easily to set up

Business intelligence solutions like Power BI make it easier to track important metrics like win rates, revenue, discounts, and YTD revenue maps through interactive dashboards that are easy to set up. The dashboards are refreshed with the latest data automatically, which means you will always have access to the most up-to-date information when you need it. Contact Us

Measure your performance against your business plan

Many executives spend time creating a business plan for their organization to follow. However, that’s just the first piece to success. The second is making sure your company is performing to your plan's expectations. Your Executive Dashboard could do just that. That is, in your dashboard, you can automatically show your goals from your business plan versus your actual, real-time results.