Delivering Real Business Applications: Sales Forecast Tracking
Posted on Wed, Sep 23, 2009
We hosted a great webinar earlier today, and its about increasing and tracking your sales. If you missed out, we have the recording available here. The webinar was presented by Heather Nally, AVP Sales and Services at Purdue Employees FCU. Many thanks to her for a great presentation and the insight into this opportunity!
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Sales & Services Tracking
Without IT Department's help! |
1. Forecasts and Branch Allocation
2. Branch and Employee Allocation
3. Search Transactions
4. Module Tools
a.Manage Branches
b.Manage Products
c.Manage Payout Schemes |
So the challenge in this economy is to get a handle on your sales goals and allocate them from an organization level to a branch level and then down to the individual sales person level.
Purdue EFCU worked with Passageways, to get this system created and integrated with their core system (Summit) and their reporting system (Cognos). The results has been an elegant solution to a true business challenge. The portal just ends up being the best way to deliver this application as all employees now go a familiar application (portal) and you can leverage the users, their roles, teller initials and branch information to deliver this information filtered by permissions. The fact that all products information may also be available through our Products and Services Modules is just a bonus...and then of course the dashboards module can help you add some wow factor in as well!
This will allow your branch operations management to also tie in your incentive payout to the sales at a very granular product and individual level.
We have had several questions already. So we want to get ahead of this one.
While a manual system to do this (without any integration to the core) is fairly easy to deliver, the integration may be a lot more involved.
We are considering taking on a couple such projects to begin with. The possibility to pull out daily batch for products, sales transaction actuals, reports from your infrastructure is a good follow up phase.
We would like to hear back from everyone who attended (or watched this recording) with your thoughts on what your interest level is and what challenges you see. We need this as we consider the future of such projects.
Please leave your comments here- at the end of this blog entry!
Regardless, I think we already know that this is a timely and well conceived project...thanks Bob and Heather for the initiative!
P.S: sorry for the bad resolution of this screen shot.
