EMS had all of their sales and operations data spread out in different technologies. From Salesforce to homegrown disparate databases to un-structured manufacturer reports. The main problem was getting all the data combined into one useful reporting system.
They lacked a clear picture of what was working in their business.
When data is spread out everywhere and people are pulling exports manually from different technologies, there is too much wasted time and resources. Our team at Praxis started working with the EMS to map out all of the metrics and reverse engineer an automated approach.
We were able to bring all of their reporting systems together for a full picture of their business, as well as identify crucial trends. This new “clarity” around their data gave insight into what exactly was going on with a customer before they completely dropped off.
The new simple reporting structure gave EMS sales reps a new conversation starter with the customers on why they haven’t been ordering. Now the sales reps have a better closing rate and know what solutions to offer. This resulted in their sales team becoming more effective when they visit customers with useful, clear and professional looking reports and have the ability to pull up specific information on their tablet if the customer asks for specifics.
EMS had a very complicated dynamic with their customers and manufactures in the way the received payment as an Agency. Our Praxis team took the time to understand, not only what reporting they wanted & needed, but also how their company operated and all of the idiosyncrasies that go along with our various monthly reports.
More sales, less time