About a year and a half ago, I was approached by a Customer looking to Implement Six Sigma as a Sales Process within SAGE SalesLogix.
After taking some time to review the concepts and how to apply them, we ended up building a custom module to allow us to qualify and quantify the Sales Cycle, and Improve the sales forecasting.
After it was all said and done, it was clear to me that Six Sigma for Sales and Business Intelligence are tied together by the waist.
As part of your Six Sigma design, your first step is to identify your measurements. The next step is to generate the equation to score your Opportunities.
When it came time for Implementation, we needed to build the components to allow the user to "grade" their opportunities, while on the background we ran the calculations and generated an overall score that allowed us to better identify the probability of an Opportunity.
Of course, once the functionality was on the system, we needed to give Managers access to this data in actionable formats.
At the end, I came to love the Six Sigma approach to Sales and Customer Service, but it was quite obvious that in order to successfully implement it you need to have the tools and the expertise at hand to process the data and find yourself in a position to improve your business.
Visit our web site to learn more about using Six Sigma processes and methodologies within your CRM Implementation.
After taking some time to review the concepts and how to apply them, we ended up building a custom module to allow us to qualify and quantify the Sales Cycle, and Improve the sales forecasting.
After it was all said and done, it was clear to me that Six Sigma for Sales and Business Intelligence are tied together by the waist.
As part of your Six Sigma design, your first step is to identify your measurements. The next step is to generate the equation to score your Opportunities.
When it came time for Implementation, we needed to build the components to allow the user to "grade" their opportunities, while on the background we ran the calculations and generated an overall score that allowed us to better identify the probability of an Opportunity.
Of course, once the functionality was on the system, we needed to give Managers access to this data in actionable formats.
At the end, I came to love the Six Sigma approach to Sales and Customer Service, but it was quite obvious that in order to successfully implement it you need to have the tools and the expertise at hand to process the data and find yourself in a position to improve your business.
Visit our web site to learn more about using Six Sigma processes and methodologies within your CRM Implementation.
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