Whether you are a small start-up, an established SME or a large corporation, sales planning plays a central role in the business success of almost every company. Alongside marketing, sales is one of the most important links between you and your customers. Inefficiencies in this area therefore have a particularly strong impact on the success of your company.
Conversely, this means that targeted and intelligent sales planning can significantly improve the exploitation of sales potential. Integrated, digital planning solutions simplify the process considerably. As a sophisticated, modern reporting tool, Jedox is an ideal aid on the way to optimized sales planning. As an exclusive Jedox partner in Switzerland, Consilix supports you in integrating Jedox into your processes and workflows.
How Jedox supports sales planning
Working with Jedox can be broken down into two essential elements. Firstly, Jedox supports you in consolidating and compiling the data available in your company. Secondly, Jedox uses this data to generate intelligent forecasts and reports largely independently. As an integrated business planning solution, the software pulls together data from all departments where it makes sense.
This pays off when creating sales plans and sales performance reports. With intelligent analysis functions, Jedox helps to quantify sales performance more objectively. Factors that lie outside the responsibility of the sales department can thus be better taken into account.
What advantages does Jedox offer for sales planning?
Intelligent sales planning requires that you have reliable and structured data. Structuring in particular is often a challenge for companies of a certain size. Data accumulates in various departments and is processed internally in a wide variety of formats. Specifications from above can put a stop to this uncontrolled growth for the time being, but in the medium and long term, new processes are constantly being created.
This is challenging for:
- Customer planning
- employee planning
- profit planning
Traditional sales planning is slow and inflexible because the key figures that are important for these targets have to be collected from all areas of the company. Jedox automates and standardizes the processing of data. This turns planning from a rigid ritual into a continuous process and can be integrated into digital corporate planning.
How can Jedox help to optimize sales processes?
Sales processes are heavily dependent on the efficiency and reliability of sales planning. This includes, for example:
- Target setting and sales planning
- Campaign planning
- Resource planning for the sales team
This means that inefficiencies in planning are directly reflected in the performance of the sales team. With conventional sales planning, it can happen that the resulting challenges are only recognized when sales are declining. What's more, this has to happen over a long period of time.
Jedox is different. Sales data is recorded directly, just like that of all other departments, and flows back into the ongoing sales planning process. Targets, campaigns and resources can thus be rescheduled and optimized much more flexibly.
How does Jedox help to adapt sales planning to market changes?
Conventional sales plans are comparatively rigid and inflexible. At the beginning of a quarter or financial year, targets are set for the sales teams and then never touched again. What was a sensible approach a few decades ago is no longer appropriate today. Companies must be able to react to changes in an agile manner.
If the framework conditions change, sales planning must be able to be adapted. This applies when market conditions improve and you can set more ambitious targets. This allows you to make better use of short-term sales potential. Conversely, it is also important to make adjustments if conditions deteriorate. Overly optimistic sales plans and sales forecasts are a real risk factor for future business planning.
When the Jedox analytics AI creates reports relevant to planning, it incorporates data from as many areas of the company as possible. Supplier bottlenecks that could jeopardize production and sales targets are taken into account, as are current consumer trends.
Jedox reports are generated automatically and continuously. This makes it possible to regularly compare forecasts with planning targets.
Consilix: The Jedox partner in Switzerland
Are you interested in integrated sales planning with Jedox? Then get in touch with us via our contact form, by phone or by e-mail. The Consilix team has many years of experience in business planning and analysis. As an official Jedox partner, we also have the necessary knowledge to integrate the system into your company.
Even if you are not yet sure whether Jedox is the right solution for your use case, we will advise you. Our aim is to support you independently and competently in your decision.