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Challenge: An Operations Manager faces significant problems delivering sales forecasts and product performance reports within the constraints of outdated and unwieldy systems.
First Step: Through personalized one-on-one tutoring, we empower the Operations Manager to harness the full potential of their existing reporting tools.
Final Outcome: Collaborating closely with the Operations Manager, we crafted a dynamic Web-based Sales Quoting & Tracking System. This proactive solution seamlessly enables monitoring of the sales team and product sales performance.
Challenge: A Company Owner secures a substantial project to manufacture and lease retail furniture to a Consumer Electronics Mall housing 260 diverse companies.
First Step: Collaborating closely with both the Company Owner and the Financial Officer, we meticulously crafted Excel models. These models enable precise balancing of production, installation, and leasing costs, while also facilitating informed decision-making for their manufacturing and supplier processes.
Final Outcome: The Financial Officer takes ownership of this powerful tool, creating multiple versions. With it, they achieved an impressive 99.75% accuracy in monitoring and controlling their costs.
Challenge: A Limo Company faces a critical issue—a lack of a quoting system that could offer competitive pricing based on essential logistic factors such as State, Distance, Vehicle Type, and Duration of Service.
First Step: Collaborating closely with the Company Owner and the Operations Manager, we designed an Excel-based competitive pricing model. This model harnessed their key logistic criteria as inputs, ensuring precision and efficiency.
Final Outcome: After a successful pilot among sales representatives, we developed a dynamic web-based model, integrating Google APIs and Email functionalities. Now, the team can swiftly quote and quantitatively analyze their sales funnel.
Challenge: The team inherited a complex Excel spreadsheet, making it challenging to align with their business rules. The existing system generated weekly KPI letters with critical deviations and omissions.
Solution: Collaborating closely, we crafted individual Excel tables that precisely reflected business rules and quotas. The streamlined consolidation resulted in an easily comprehensible and maintainable spreadsheet.
Outcome: Team members now delivers weekly KPI letters to over 60 partners, seamlessly adapting to business rule changes and quota objectives.
We're eager to learn about your goals, challenges and sales team. Let's explore ways in which we can help your team to increase sales & profits
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