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What this unlocks

03 / 09

What success looks like.

The measurable shifts this engagement is designed to unlock.

01

Single Source of Truth

Unified Commercial Visibility

Establish a Single Source of Truth that connects parent accounts, child sites, and dealer relationships.

Leadership can view total group spend and dealer performance in one click, enabling strategic resource allocation.

02

20% More Selling Time

Automated Sales Operations

Implement automated email tracking, task management, and Sage 200 data syncing to reduce admin.

Sales reps reclaim significant weekly hours to focus on global key account rollouts and export partnerships.

03

Real-time Risk Alerts

Proactive Account Management

Deploy automated alerts for spend drops and service issues within key accounts.

The team can intervene before a customer churns or spend reduces, shifting from reactive to proactive sales.

04

90% Forecast Accuracy

Forecasting Accuracy

Standardise the sales process with mandatory 'reason for move' fields and automated pipeline weighting.

Finance gains reliable cash flow projections based on historical conversion data rather than rep sentiment.