Customer Analytics & Reporting

An individual customer approach requires detailed knowledge of the customer. Based on the customer journey, we analyze the existing customer data, select the Customer Analytics Tool to be used together with you and define the necessary data selection.

Dashboards help to get a clear overview of the success of customer communication and subsequent sales. Together with you, we define important key figures and create the appropriate user-specific reporting solution for you.

  • Concept for the goals of customer data analysis and business intelligence
  • Definition of KPIs on customer interaction and results
  • Visualization and design of role-specific dashboards
  • Definition of necessary data sources and data provision
  • Software selection for data analysis and reporting tools as well as dashboards
  • Implementation of user specific reporting solutions
Our Experience

Project Examples

Design, Development and Rollout of Sales Funnel Reporting in Retail Organization of Importers

Implementation of sales steering reporting system to improve sales processes at retail. Successful implementation done at 10 importer markets.

Project scope

  • Concept and design of a reporting solution to steer retail sales processes based on MS SQL and Tableau
  • Development of a reporting tool including automated interfaces to the dealer system
  • Analysis of data resources and data quality in local trading companies
  • Implementation of standardized data interfaces to dealer systems Autoline and Incadea
  • Concept and piloting of a continuous optimization of retail sales processes based on retail-specific reporting results
  • Support to the retail organization during pilot phase

Concept and Implementation of Reporting Solution for Lead Planning and Lead Monitoring

Implementation of a global Lead Monitoring Reporting and Lead Planning in 16 national sales companies

Project scope

  • Analysis and design of relevant KPIs
  • Concept, design and development of a Lead Monitoring Reporting and Lead Planning based on MS Excel
  • Piloting of reporting solution in 16 national sales companies
  • Operational steering of monthly data provision and creation of global reporting