You’re managing a large enterprise. What sales analytics tools do you need to succeed?

1 Data integration

One of the first challenges you face when managing a large enterprise is data integration. You have to deal with data from different sources, such as CRM, ERP, marketing, customer service, and social media. You need a sales analytics tool that can seamlessly connect and consolidate your data, and ensure its quality, accuracy, and consistency. This way, you can avoid data silos, duplication, and errors, and get a holistic view of your sales performance.

2 Data visualization

Another challenge you face is data visualization. You have to present and communicate your sales data in a clear, engaging, and actionable way. You need a sales analytics tool that can create and customize dashboards, reports, and charts that suit your needs and preferences. You should be able to choose from different types of visualizations, such as tables, graphs, maps, and gauges, and apply filters, drill-downs, and annotations. This way, you can highlight the key insights, trends, and patterns in your sales data.

4 Data collaboration

The fourth challenge you face is data collaboration. You have to share and discuss your sales data with your stakeholders, such as executives, managers, and sales reps. You need a sales analytics tool that can facilitate data collaboration, and enable you to access, edit, and comment on your data from anywhere, anytime, and on any device. You should be able to set permissions, roles, and workflows, and integrate your data with other tools, such as email, chat, and calendar. This way, you can align your sales strategy, goals, and actions with your team.

5 Data security

The fifth challenge you face is data security. You have to protect your sales data from unauthorized access, misuse, and loss. You need a sales analytics tool that can ensure data security, and comply with the relevant laws and regulations, such as GDPR, HIPAA, and PCI DSS. You should be able to encrypt, backup, and restore your data, and monitor and audit its usage and activity. This way, you can safeguard your sales data and reputation.

6 Data scalability

The sixth challenge you face is data scalability. You have to adapt and grow your sales data as your business evolves and expands. You need a sales analytics tool that can handle data scalability, and support your changing and increasing data needs. You should be able to add, modify, and delete your data sources, users, and features, and upgrade your storage, processing, and performance capabilities. This way, you can maintain and improve your sales analytics efficiency and effectiveness.

7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?