Blog“We Needed a Global Overview” - Customer Success Story

Lines should go up

CLIENT CHALLENGE

Our client “Skolnik Industries” is a B2B manufacturing company producing industrial containers in the United States and selling globally. The company has more than 10k clients and prospective clients and a number of sales representatives.

The company uses Sugar as their CRM system. The Sugar CRM generally serves well the client’s needs for recording interactions with clients and prospects and their contacts. However, having the data alone did not help to understand potential issues and spot improvement opportunities.

To make informed decisions – the company needed a live-data reporting tool that could go from general to specific and visualize across dimensions.

“We needed a global overview of how our users were interacting with CRM system. We needed to understand what part of the program they were using and how they were spending their time.  It was inefficient for us to have to run a Sugar report for each module for each user.  We needed a birds-eye view in one report containing the module use of each user.

We needed to understand what product categories we were quoting and analyze success rates, sales cycle, quote volume (quantity and dollar) of each.  This was impossible to do with the standard Sugar reports.”

Dean Ricker, President, Skolnik Industries  

SOLUTION

IT Sapiens Analytical Reporting Tool with support provided by IT Sapiens team.

RESULTS

The Dashboard of the Analytic Reporting Tool easily allowed:

  1. Analyzing the weekly/monthly etc. activities by sales rep
  2. Analyzing opportunities by products and product categories including quantity and dollar volume by sales rep
  3. Analyzing lost sales and their drivers
  4. Analyzing sales cycle across dimensions – sales rep, product category, target industry, geography
  5. Possibility to calculate average days from opportunity created to sales closed across dimensions, which can be used for benchmarking and target setting.
  6. To get on top of the sales opportunities that may have not been utilized, e.g. selecting all the clients or contacts where there have been no action in e.g. last 120 days. Or alternatively – selecting all the clients that have themselves reached out to us e.g. not less than 3 times. This can be done across dimensions like sales rep, target industry, geography, etc.).
  7. Performance management – comparing actual sales vs. forecasts and targets across dimensions.

There is always a drill-down option in all live data charts to get to the source data, identify drivers for irregularities which often helps getting to the root causes of issues and fixing them.

We love the IT Sapiens Tool. Analytic Reporting is instrumental in helping our sales team increase their productivity by providing us custom, real-time key performance metrics and making these stats easily visible. IT Sapiens provides excellent technical support and always go above and beyond to answer any questions we have.

The system has been ‘live’ for one month now and we are already benefitting from the features of Analytic Reporting both for day-to- daymanagement information and, in particular, for the detailed statistical analysis of our services that is required by the organizations that provide financial support for the charity. Based on our experience of the product and your excellent customer service, we would have no hesitation in recommending Analytic Reporting to potential users.

Comprehensive tool that allows all types of advanced reports including audit tables, custom fields and combined reports. The developers offer fast and efficient support. Great tool!

Great support & implementation from the team. Graphs look beautiful!

Great support & implementation from the team. Graphs look beautiful!

Your report generator ROCKS! Wish I had found it before investing in some other rubbish!

I'm extremely excited about IT Sapiens. We've been using it for about a month and it's by far the best available reporting tool for SugarCRM. The tool is very robust and full of features. Also, the staff and support team are very helpful and are continuing to improve the tool.

Excellent work, communications and skills from developers; I appreciate all effort, commitment and work.

We have bought the latest version of IT Sapiens and it is a fantastic product for Vtiger CRM. By using this I have stopped our remote users having to send external paperwork. Would recommend IT Sapiens to any users using Vtiger CRM.