Sales insights: Act based on data and recognise potential more quickly.
Knowing what is currently important is one of the most important tasks in sales. This is precisely why Qymatix Sales Insights was developed. The software automatically shows you which customers currently have potential, where the risks lie, and which measures are worthwhile. It is based on real sales data from your ERP system.
These insights help your team react faster, sell more effectively and avoid missing opportunities. Studies show that sales managers who consistently focus on relevant metrics can improve their results by up to 15%. Qymatix provides the basis for this.
As soon as your sales data is integrated, the software analyses it using modern machine learning methods. You receive a concise summary of the most important sales-related questions: How is turnover developing? Which customers could buy more? Where is there a risk of churn? Which prices are deviating? How actively is my team working on existing opportunities?
Six key figures are displayed in the main view. You can see total sales and margin at a glance, along with forecasts for cross-selling and upselling, indications of at-risk customer relationships, an evaluation of your pricing strategy, and an overview of all current sales plans. Click on one of these cards to access an in-depth analysis.
The potential analysis shows which customers could potentially spend more, from the software’s perspective. This is based on an AI-supported shopping basket analysis that automatically categorises your customers’ purchasing behaviour. This enables you to identify which customers are worth approaching next.
Qymatix Expert Tip: Remember, when it comes to analysing data, less is more. That is why this first view focuses on the main six sales insights a sales manager in B2B needs.
With the help of the churn analysis, Qymatix recognises early on whether a customer is buying significantly less than expected. A simple traffic light system shows how urgent action is needed: red indicates an acute need for action. This enables you to take action well in advance of a customer dropping out.
The pricing strategy is also analysed automatically. The software recognises which customers pay unusually high or low prices compared to similar buyers. This categorisation into ‘good’, ‘normal’, ‘not good’ or ‘unknown’ is objective and based on your own transactions, not external lists or estimates.
Clicking on a card will take you to the list view. There, customers are sorted by relevance depending on the area of analysis (potential, risk or price issues). You will also see a concise summary of the most important information for each customer. Any future measures resulting from the analysis will also be stored here.
If you want more detail, you can view each customer individually. The detailed view shows the current status, supplemented by trends, recommendations and background data. You can then directly plan measures, create tasks or store notes for your team.
Qymatix also provides price suggestions for products and customers, along with the suggested quantity.
This documentation is based on version 0.9.0 of the Qymatix SaaS software. There may be deviations in newer versions. If you have any questions or need support with the application,
Do you have any further questions about Qymatix Predictive Sales Software? We are happy to help!