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P2
Persona — Sales steering
Sophie — Head of Sales
Conductor · 18 reps · 4 regions
Chain links operated
A1A2A3A6B3
A2 Go/No-Go final decision
Before
Before — Pain points
- Weekly consolidated reporting: Excel extraction + macros
- Go/No-Go committee with fragmented data received by email
- No objective comparison of rep performance
- No visibility on upcoming churn (reacts after the fact)
- Annual CRE reporting (APER law F63) time-consuming: 2-3 weeks
With the CRM
With the CRM — Gains
- F52 real-time dashboard → live pipeline + win-rate
- Go/No-Go committee with F42 scoring + ready quantified data
- Sales productivity objectivized (revenue / rep, win-rate)
- F50 detects churn risk → weekly list of saves to activate
- Automated CRE reporting F63 → 80% time saved
Measurable added value
Measurable added value
Live
real-time decisions (vs weekly)
−80%
CRE reporting time
Proactive
churn steering (vs reactive)