How can you implement artificial intelligence for sales planning and controlling in your ERP and CRM system? In three simple steps:
1 – Define your sales data
The first step to implementing Qymatix predictive sales analytics is to define the kind of sales data you want to use. The quality of the data will play a crucial role in the effectiveness of the machine learning process running in our back-end.
With Qymatix you do not need a data analyst or a costly IT integration. Using your ERP sales transactions, CRM sales activities and external sources of data our SaaS Solution takes care of the rest.
Qymatix can connect to the most common ERP, CRM, databases and services. If you have your data on another system, or you are unsure on the sales data you need, just write us a message.
2 – Set your goals and objectives
What is it that you want to know about your sales data? Do you want to identify your low hanging fruits, quick-wins, cross-selling opportunities and hot projects at first glance?
Qymatix will help you to put the right priorities and focus on the most promising projects. Uncover pricing analytics within your existing B2B customers and coach your salespeople for their next negotiation. Prevent B2B customer attrition and discover churn risk.
Sales leaders can learn how to increase sales productivity with Qymatix Sales Analytics. In our online manual, you will find some of the most common business questions, goals and Key Performance Indicators you can tackle with Qymatix.
3 – Deploy your solution and bring your team forward
Qymatix is a unique cloud technology combining specific data models for machine learning, artificial intelligence, and HTML5 data visualization for ERP systems. Sales Leaders can opt to access the results of our predictive analytics models via Qymatix SaaS or to have them implemented into their existing systems.
The most efficient data mining techniques deliver as few key performance indicators (KPI) as possible. Not all data visualisation is the same. One of the main risks facing sales leaders in B2B is overloading their sales team with dashboards and non-actionable data. Qymatix Predictive Sales Analytics present the user force with explicit sales analytics results, not with analytical methods.
CALCULATE NOW THE ROI OF QYMATIX PREDICTIVE SALES SOFTWARE
How the data from your ERP or CRM system comes to Qymatix?
Directly from your CRM and ERP
Our API (interface) can connect to the API of your ERP/CRM system via a connector. Already integrated are interfaces to well-known CRM and ERP systems. In addition, data from Oracle, SAP, other core apps, databases and legacy systems can be used. Additionally, we integrate our tool into Software AG’s webMethod Integration Cloud.
Automated data transfer via FTP (File Transfer Protocol) server
You store your data in a dedicated, secure server that we can set up for you. We read the data from there.
We help you – tell us where your sales data is
No ERP system is too old to enjoy the power of artificial intelligence. Legacy ERP or CRM systems could still be integrated. If you can tell us where your sales data is, we’ll take care of the rest. Read more about ERP implementation of Predictive Sales Analytics here.
Use our standard sales data template
We can help you to get the most of Predictive Sales Analytics using Qymatix’s standard sales data templates. If you have your sales data in any form of spreadsheets, we can help you to migrate it into our data structure. This will mean you don’t have to worry about your data being interpreted correctly.
Are you interested in Qymatix AI? Contact us today!