Margin Optimization Achieved with 20% Revenue Growth and 15% Cost Reduction Through Advanced Sales Analytics

Key Outcomes
15% Cost Reduction
Improved data accuracy reduced overpayments by $2.5 million annually
20% Revenue Growth
Modernized sales incentives, provided data integration to improve efficiency and optimized territory management, improving win rate
Margin Optimization
Optimized sales strategies and operations improved profit margins
Performance and Market Optimization
Addressed sales gaps, aligned targets with flexible incentives and Optimized performance and market coverage
Overview

The client, a $40 billion global leader in advanced material technologies, relied on sales intelligence for strategic decisions. However, manual target assignments, complex calculations, and data integration issues slowed processes, reduced accuracy, and led to lost revenue due to inefficient incentive management.

Challenges

The chemical leader sought to modernize sales incentive program for cost reduction and revenue improvement, addressing the following challenges: 

  • Inefficiency and Errors: Manual target assignments with Excel and SharePoint added 32 extra hours per month to processing time.
  • Complex Evaluations: Manual calculations caused 10-15% budget overruns due to inefficiencies in target evaluations and incentive assessments.
  • Data Integration Issues: Integrating data from Salesforce, data management system and other sources led to accuracy and timeliness challenges. 

Value Delivered

Aligned Automation developed a sales incentive solution by integrating data from disparate sources into a unified Power BI dashboard. They partnered with Aligned Automation to automate target assignments, integrate data, and improve performance tracking, the solution involved:

  • Unified Reporting System: Integrated sales and target data into Power BI for real-time reporting and clear visualization. 
  • Structured Incentive Plan: Implemented a tiered system based on multiple performance levels and gaps to drive motivation.
  • Dynamic Targets: Enabled baseline, intermediate, and highest targets to be updated regularly to align with performance and market conditions on a quarterly basis.

Capabilities

Power BI Dashboard

Data Integration 

Advanced Analytics 

Reporting and Visualization 

Reporting Automation 

About Client

A $40 billion global leader in advanced material technologies faced inefficiencies in their sales incentive programs. Manual processes and data integration issues resulted in inaccuracies, increased costs, and lost revenue.

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Let us know your goals. We'll help you get there faster.