Performance Intelligence
Sales controlling and sales metrics in a single picture. Pipeline, activities, closings and cycle times from ERP and CRM, evaluated at team level and with a verifiable source for each figure.
Pipeline stages, close rates, cycle times and activities are brought together from the systems your sales team already works in, and evaluated at team level. Sell-out data from retail and the development of market share in sales can be evaluated in the same picture, where the data is available.
Each metric is read against period, segment and target. Customer segmentation and ABC analysis of customers come from the same data and are updated with every run. Whatever has shifted since the last run arrives with a reason.
Conversation and history data produce pointers for team coaching; in the catalogue this additional module is called Conversation Intelligence. It is the team that is evaluated, and transparency and co-determination are arranged with the works council and data protection before any evaluation takes place.
Sales reporting dashboard
One picture per team, every figure with its origin.
Pipeline, activity, conversion rate and cycle time come from the same systems and carry the same origin. From your own pricing history, the AI employee derives a price proposal for each customer and product, which sales accepts or corrects. What is classified is justified, and the next run learns from the correction.
Book a callConversation data
Conversation patterns for team coaching.
Conversation histories produce patterns for team coaching: topics, objections, next steps. The subject is the team, and it is shaped with the works council and data protection. Where a sales forecast is wanted, it is first checked against previous years before it applies to the coming year; sales forecasting software with predictive sales analytics does not replace this, it can feed in as a source.
Book a callHow your AI employee works
Sales controlling software that works as an AI employee. Manual reporting falls away, while the assessment remains verifiable and correctable.
For every metric, the system, period and calculation path are shown. Whether measures increase sales revenue is decided by management; the basis for that carries origin and status.
Feedback runs in the systems the team already works in. Which assessments held and which did not feeds into the next run.
A connection to your CRM is possible and is prioritised according to effort and benefit. The start deliberately works without a technical bridge as well, for example via uploaded records.
Your sales metrics in the tools your team already uses. The answer comes from the same verified basis.
Check us before you speak to us.
Three ways to check our work in advance: the comparison of our features with the largest providers, documented cases from other companies and a check of how robust your market view is today.
Provider comparison
107 features of sales management, feature by feature against the largest providers for performance intelligence. The methodology is disclosed.
Best practices
How companies across various sectors have brought market and sales intelligence into their operations: for each case, the task, the sources and the output format. The collection is growing.
Maturity check
How robust is your sales management? Four levels from gut feeling to evidenced: the origin of each metric, the cadence, evaluation at team level and the agreement with the works council and data protection.
Frequently asked questions
Where do the metrics come from?
From the systems your sales team already works in, such as the CRM, supplemented by conversation and history data as far as this has been agreed. Each metric carries its origin and its status.
Is the individual person evaluated?
No. Evaluation is carried out at team level. Anything that touches transparency and co-determination is agreed with the works council and data protection before an evaluation is produced.
How does this get into our CRM?
A connection is possible and is prioritised according to effort and benefit. The start deliberately works without a technical bridge as well, for example through uploaded data.
What happens if the assessment is wrong?
The team corrects it in the return channel, and the AI employee learns from this. The system, period and calculation path on each metric make it clear how the assessment came about.
How can sales territories be redrawn?
From customer segmentation, potential and reachability, a proposal is created for each territory, with the customers who would move and the effect on the workload of each team. The layout itself remains a decision for sales management and is agreed with the works council where it touches on working conditions.
How is the visit frequency for field sales set?
From the ABC class, potential and purchase history for each customer, a proposal is created for the visit frequency, and route planning follows from this. The field sales team corrects it in the return channel, and the correction feeds into the next proposal.
Where does operation take place?
Entirely in the EU. Transmission is encrypted, access is role-based, every step of work is logged.