About
The Executive Connection (TEC) is the world’s leading CEO membership organisation with more than 1,000 members in Australia and New Zealand and 13,000 members worldwide. TEC is fundamentally dedicated to increasing the effectiveness and enhancing the lives of chief executives. This shared responsibility has the commitment of our members, chairs, staff and speakers.
Prior to implementing Salesnet CRM, TEC operated via Excel spreadsheets and had no true picture of national sales operations
Complexity
Medium
The basic sales data was straightforward in terms of structure and complexity. Variances existed between States and users due to there being no company-wide mandate as to what was to be recorded or reported back to Head Office.
Services Delivered
- Work with CFO and Marketing to establish baseline reporting requirements
- Create regional sales dashboards
- Generate basic set of sales analytics for reporting up to Board level
Outcomes for TEC
- Introduction of a standardised sales process to support business information requirements
- Standardised approach to how prospects are managed
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