“I was impressed how quickly the DrivenBI team got us up to speed with the platform. My team can access the data in real time in the office or onsite with a customer, best of all, they don’t have to spend weeks on end creating their spreadsheets,” commented Kwok.
PASADENA, Calif. (PRWEB) June 14, 2018
Companies need visibility into their sales, customer buying behaviors and other marketing data to grow successfully. But like Genera, most find themselves challenged with waiting for IT to deliver their operational reports and getting access to the data they need to make better decisions.
Genera’s President Jackson Kwok chose DrivenBI SRK to help his sales team in their efforts to scale up their business, respond faster to their customers and anticipate future demand. The sales team relied mainly on their own Excel spreadsheets which wasted too much time with manual analysis and lacked the critical detailed level of information that they needed to engage their customers and drive sales revenue. Excel could not handle the volume of data.
These challenges directly affected sales productivity and performance. It was hard for sales to visualize their relationships with their customers without the right data. They weren’t able to quickly find out how their customer was working with them, what product lines they were purchasing, and how they were doing vs. their buying group. With the right data the sales team could encourage more in depth conversations with customers resulting in the customers purchasing more of Genera’s popular product lines. If only they had access to the data when they needed it.
Once Kwok and his organization subscribed to SRK, they were immediately on their way to addressing their challenges. “I was impressed how quickly the DrivenBI team got us up to speed with the platform. My team can access the data in real time in the office or onsite with a customer, best of all, they don’t have to spend weeks on end creating their spreadsheets,” commented Kwok.
With SRK, Kwok can access his own customized executive dashboard with 360-degree visibility, see how Genera is performing overall and continue to drill down into the details if needed, by his top customers, top product lines, by item and much more.
For the sales team, their own easy to understand dashboard displaying each of their customers paints a clear picture of how well their relationship is working. They can quickly show a customer what their return rate is, what their fill rate is, what product lines they are purchasing the most or purchasing less, and also how are they doing vs. their buying group. And because SRK is a cloud service, they can access SRK while they are onsite with a customer or on the road from their laptop, tablet, or smart phone.
Kwok and his organization are now confident that the data that they are working with is the single version of the truth – most up-to-date and accurate, because it is centralized in SRK cloud platform. So is their analysis – everyone using the same analysis but only seeing the data they need.
No more wasted manual effort to produce the reports they need. And no more waiting for IT to help them. They create their own ad hoc reports and dashboards whenever they need them.
Genera Corporation is a manufacturer and master distributor of automotive products in North America - general automotive aftermarket and tier-1 auto manufacturers. The company has over 350 customers and five distribution facilities. http://www.Genera.com
DrivenBI delivers a cloud-native self-service BI solution, SRK, that dramatically improves the productivity of business professionals who have switched from spreadsheets/ERP, embedded BI, and other traditional BI tools. SRK is a single centralized platform that gives users the ability to bring in their own data, build analysis according to their own specific dynamic requirements, and collaborate with colleagues with actionable sharing. http://www.DrivenBI.com
CONTACT: Kathleen Douglas, DrivenBI | kdouglas(at)drivenbi.com | (650) 867-1446