CASE STUDY - BUSINESS INTELLIGENCE & CUSTOM SALES PERFORMANCE MONITORING SYSTEM



Baker, Business Intelligence & Custom Sales Performance Monitoring System

Customer Profile:

Founded in 1945, this Company is engaged in the sales and distribution of HVAC, refrigeration, food service equipment, parts and supplies for both residential and commercial applications. They offer customers a wide range of product lines, competitive pricing, superior customer service and valuable, time saving services that position us as an industry leader.

With over 200 locations in 22 states, each Distributing Service Center is staffed by the most knowledgeable and customer service oriented people in our industry.


Industry: HVAC & Food Industry


Business Situation:

Rapidly growing company that was challenged with lack of reporting capabilities and no business intelligence to help them drive their business. They had an outdated manual way of tracking their sales performance. The complex process was time consuming and there was an absence of real time data or reporting features. The executive management did not have the critical information for making educated decisions and calculated risks. Without capability of tracking performance real time, the client was missing business intelligence reporting to help them guide their business.


Business Need

The client wanted to improve its business intelligence capabilities to achieve greater insights into:

  • Business Intelligence and Reporting
  • Customer Relationship Management (CRM)
  • Sales Management

Solution: Business Intelligence & Custom Sales Performance Monitoring System-'Baker TMS'

Global Infonet created a Custom Sales Performance Monitoring System for the company that allowed them to:

  • Track sales & performance-Categorized by Zones, Divisions, Branches & Sales Persons
  • Capture and measure new business & repeat business
  • Real time reporting to help make critical business decisions
  • Realign penetration with existing customers
  • Custom CRM component
  • Sales Management Tools

This is a Target Management System that tracks sales and goals of Sales Persons, Branches, Zones and Divisions for targets / accounts assigned to them. The objective of this system is to include Quarterly and Yearly Goals and track the same towards performance of the various entities, provide access to users to different views, make changes to the color scheme and provide a better user experience. In addition, the administrator will be able to generate Quarterly and Year End Reports.


Jeff Wallace, Vice President of Sales says:

  • "I would recommend Global and have. Most business professionals want the ability to have a concept and someone to fulfill the concept and see it come to fruition."

Provide Valuable Insight to client's business:

The client now has business intelligence and analytics to help make critical business decisions. The system provides Self Service BI for less reliance on IT and therefore reducing costs. The executive management is now able to access business critical information to drive their business.


With the new system Jeff states,

  • "Baker was able to measure new business, recapture business and show where we are winning and where we are losing. Baker was able to realign thought patterns and change what we do on an everyday basis."

Better user experience:

'Baker TMS' is now the go to site for handling all day to day interactions for sales & reporting. Site navigation makes for better user experience and boosts user adoption.


Facilitate Business Insight and Smart Decision Making:

Users will now be able to be strategic in targeting new customers and existing customers.


Transform your business with intelligent solutions offered by Global Infonet.

Global Infonet is a Jacksonville, FL based company that serves a multitude of organizations nationally. Our team is customer focused and consists of dedicated professionals who understand your business. We value the needs and goals of our clients and consistently exceed their expectations.

Global Infonet's Team specializes in custom software development to promote operational efficiencies and cost savings. If you dream it, we can build it!

For more information, call 904-724-8880 or visit the website at www.global-infonet.com