Aiming to go in with our clients in all critical steps of change initiatives, assuring project success, BI Tools offers the following professional services:

Consultancy:

Professional service consisting of executive interviews and data analysis with an average duration of two days for  best practices and improvement opportunities identification and prioritization reported in  a final document  issued in  English, Spanish and/or Portuguese for:

• CRM systems alignment check.
• CRMs and Sales force automation systems data quality evaluation.
• CRM systems alignment check.
• CRMs and Sales force automation systems data quality evaluation.
• Customer portfolio selection and management processes and tools evaluation.
• Indirect channel geographical coverage, conflicts resolution, and management processes and tools assessment.
• Graphical analysis of direct and indirect sales historical data.
• Sales pipeline management processes and tools evaluation.
• SWOT analysis.

.advisement:

Facilitation and deployment along with company professionals (Sales, Marketing, Operations, Finance, I.T.)  of changes in processes and internal and external systems in the areas of Sales, Channels, Marketing, Finance and Services.

development

Business needs identification. Mockups, prototypes, proofs of concept and final versions of databases, data marts, analytical tools and dashboards creation to support the following processes:

• Client portfolio definition.

• Financial processes.

• Lead conversion rates.

• Pipeline management.

• Sales Forecasting.

• Sales metrics.

• Teams and individuals performance evaluations.

training:

Face-to-face or web training with hands-on workshops and real situations simulation in:

• Account Planning and Management.

• Consultative Sales.

• Efficient use of pivot tables and spreadsheets.

• Pipeline and Forecast administration.

support:

Professional support with remote access to desktops and notebooks to help the user with:

• Identification of emerging needs.

• Quick preparation of urgent reports and analysis.

• Usage questions and concepts.

In summary, BI Tools provides an end-to-end support to change initiatives:

Our value proposition assures to our clients credibility and high value added.

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