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Case Study: Rep and Channel Partner Lookups

CLIENT:
Client is a global supplier of products, systems, and services for drive, control, and motion technologies with fourteen distinct sales forces, each focused on their own technology group. Their sales team includes direct sales people, distributor groups, and a multi-level sales management hierarchy matrixed by both technology group and geographical region.
CHALLENGE:
Client's sales rep/territory/sales management information was stored in dozens of locations with inconsistent data structures and display formats. In addition, many of these locations were redundant with one another, containing different versions of essentially the same coverage data.

Accordingly, members of the sales team and sales support groups were often forced to rely on outdated copies of maps or reports. This often resulted in prospects being routed to the wrong distributor, in violation of their contracts. In some cases, prospects were even being routed to distributors who now represented the client's competitors.

An extensive amount of sales and marketing management time was also spent in trying to correctly maintain the redundant databases. This often resulted in situations where incorrect information was provided because a change was made in one location, but not in another redundant one.
SOLUTION:
MarketSense worked with the Client to standardize, clean, and consolidate all of this sales rep and territory information into a centralized, web-accessible database. This database allows the flexibility to record territory coverage by entire states, counties, and zip code ranges and contains checks to ensure that there are no coverage gaps or overlaps. A table was also created to link product interests to the proper sales force.

MarketSense also built a variety of web-based tools to deliver this data to the various business users in exactly the manner they needed it.
RESULTS:
With this solution in place, sales rep or territory coverage changes can now be made once and be instantly accessible to all users.

For example, web site visitors can enter their zip code and product interests and be presented with the name and contact information of the distributor in their area. Sales managers can view coverage information for their areas of responsibility and download it into Excel or use it to prepare coverage maps.

The system has also freed up significant amounts of sales and marketing management time and virtually eliminated situations in which customers and prospects are directed to the wrong sales person.
   
 
 
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