Success story

Improving sales reporting to maximize deals at a fintech company

by Jose Monsanto

Background

A global financial technology company sought to streamline, automate, and optimize how they collect and report on data to keep a steady pulse on the health of their business. Specifically, their sales team was looking for innovative ways to utilize data to enable their sales reps to maximize deal volumes. 

Challenge

Like many large organizations with different teams and product lines, the company had data spanning disparate data sources which created challenges around data integrity and quality within the organization. 

Prior to the analytics initiative, the company had large amounts of raw data but lacked the systems and practices needed to properly verify the data, automate processes, and create easy-to-access reports. Even when they felt confident in the accuracy of a given dataset, it took days of work to collect, clean, and validate data for executive reporting. These manual and complex processes created roadblocks for operations and became barriers in decision making.

Additionally, the organization was looking for opportunities to utilize their data to glean new insights that would have a positive impact on their business. Through transparent reporting and clear goal-setting, they sought to provide accessible information to sales reps so that they could understand how they are tracking against their goals.

Solution

Keyrus leveraged Alteryx to build a robust data pipeline that gathered and cleaned the data while identifying any data integrity issues. This pipeline pulled various data sources including Amazon Redshift, Alation, Anaplan, and Callidus, and joined those to Google Sheets files to create a data model that enabled reporting. Using Tableau, Keyrus created easy-to-read reports that the Chief Revenue Officer can add commentary to and present to the rest of the C-suite regularly. 

In addition to the department-level reporting that Keyrus implemented, we also worked to provide insights for individual employees to enable them to better understand how they are performing against set KPIs. Using Tableau, Keyrus developed report cards for 250 sales reps, allowing them to receive weekly email updates on how they are tracking towards their goals and how their performance is contributing to the overall success of the team. 

Results

After implementing the data pipeline, business health reports that used to take multiple days of manual work now update automatically within an hour. 

Now employees at all levels are able to reference these new reports and they have more confidence in the accuracy of their data and reporting, allowing them to make decisions quickly and easily. 

The sales consultant report card has provided motivation and insight for sales performance, and helped to highlight areas where consultants need improvement. By helping consultants improve sales in targeted segments, the company will continue to see growth across the organization.

At an executive level, the leadership team has leveraged these reports to make data-backed decisions with confidence. The company has found these reports to be so valuable that they have engaged with Keyrus to create similar data processes for other analytical reports.

whatsapptwitter
linkedinfacebookworkplace
newsletter.svg

Never miss an insight

Stay updated on the latest articles, events, and more

Your email address is only used to send you the Keyrus newsletter and for commercial prospecting purposes. You can use the link in our emails to opt-out at any time. Learn more about the management of your data and your rights.

Continue reading

Blog post

5 Insights Your Organization Can Gain from an ESG Solution

April 22, 2022

Environmental, Social, and Corporate Governance (ESG) disclosures have become increasingly sought after in the last 5 years, with heavy forecasted growth expected in the coming two to three.

Success story

Modernizing a data platform at a global trade organization

March 28, 2022

A large global trade organization (GTO) has a mission to promote the sciences in order to improve the quality of life for all. The organization focuses on publications and membership, with a membership exceeding 150,000 in more than 140 countries. They publish over 70 peer-reviewed journals that are considered cutting edge in research within their domain. Additionally, they organize national and regional conferences to promote the sciences.

Event

Keyrus & Anaplan Sponsor Life Sciences Accounting & Reporting Congress 2022

March 11, 2022

Keyrus & Anaplan Sponsor Life Sciences Accounting & Reporting Congress

Success story

Leverage Workiva and Anaplan to automate dozens of FP&A and demand planning reports

March 3, 2022

How a front-line service provider leveraged Workiva and Anaplan to automate dozens of reports and free up 14 days each month.

Podcast

How to craft effective data quality and MDM strategies

March 1, 2022

In this podcast episode, we'll define data quality and MDM as part of data governance. We’ll explore how to create effective data quality and MDM strategies.

Blog post

Facing the transit industry's challenges head on with data

January 7, 2022

Welcome to another installment of our Evolving Industries series. Join us as we take a deep dive into changing markets, technologies, and consumer expectations, and learn how leading companies are surviving and thriving in some of the world’s most unpredictable industries. In this edition, we sit down with Jeff Hiott, Vice President of Imagination, Research, and Industry Benchmarking for the Capital Metropolitan Transit Authority (Capital Metro).

Press release

Keyrus wins recognition from Clutch as a Leading 2021 Global Provider of Data Analytics

December 16, 2021

We’re excited to share with you that we’ve been named among the top data analytics service providers globally. According to Clutch’s B2B research findings, we’re one of the global leaders for 2021!

Blog post

Keyrus (officially) recognized as a Great Place to Work

November 30, 2021

Keyrus is proud to announce that we are now a certified Great Place to Work! We already knew that we love working at Keyrus, but as a data and digital consulting firm, we like our assumptions to be backed by data. That’s why we brought in the experts at Great Place to Work to survey our team to see how we’re doing and where we can improve.

Blog post

10 can’t-miss episodes from Tableau Conference 2021

November 15, 2021

The Tableau Conference wrapped up on November 12th and, for the second year in a row, it was a fully virtual event. With 308 episodes and five concurrent channels of content, it’d be impossible to watch all of the sessions quickly. To help you navigate, we’ve compiled a list of the ten most essential sessions that provide excellent range and an overview of the entirety of the three-day event.

Event

Pharma/Biotech GTN Summit 2021

November 5, 2021

Keyrus & Anaplan Sponsor Life Science Gross-to-Net (GTN) Summit