Challenge:    As a part of my function, we support the sales teams to be more effective and perform better. In order to  track product performance as well as sales personnel performance, we need to devise a report that  caters to the needs of the sales and marketing department. Users should be able to view the report online  on their mobile devices. The scope of the project includes the field force of about 100 reps and marketing  team of 8 people. Timelines of the projects is 8 weeks. We will try to create a report to suit needs of the  sales and marketing teams.       Selection:    The tool that I selected for this challenge is learning launch. Once we develop 2 versions of the report for  the sales and marketing teams, we would like to launch it for a few users to gauge their reaction.     Application:    For the first learning launch, we had grouped the views differently for marketing and sales based on the  audience type. 4 persons from marketing and 2 sales persons from each of the 8 teams (total 20 users)  were selected to use the first version of the report. After launching the report, we tracked the report  usage, the number of views per page and the time spent on each page for 1 week and also rolled out a  survey to get end user feedback. Sales team gave a positive feedback about this report but marketing  department was unable to assess the impact of marketing strategies and tactics on sales     For the second learning launch, we integrated the views from marketing and sales and tried to see what  impact marketing strategies and tactics had on sales. Again we had 4 persons from marketing and 2  sales persons from each of the 8 teams (total 20 users) using the second version of the report. We  tracked report usage statistics as well as rolled out a survey for the users to get their feedback. Sales  teams were overwhelmed with the data while marketing teams found this version of the dashboard very  useful       Insight:    We had expected the first version of the dashboard to be more appealing to the users. While that was  indeed the case for the sales team (sales teams were interested in the sales views), the marketing people  wanted to get an insight on how the marketing strategies and tactics were impacting sales. For them the  preferred view was an integrated view of sales and marketing indicators. In the final dashboard, we had  sales specific views for the sales people but integrated sales and marketing view for the marketing  department. This served the needs and provided necessary insights to both the departments and created  a positive business impact       Approach:    In the future, before learning launches, I would like to have a workshop with marketing and sales teams to  leverage the Visualization tool better to create a view of the report that would serve the purpose of each  department, and then get into the development of these dashboards. Visualization with end users would  reduce the time spent in re-engineering the dashboard


Challenge : As a part of my function , we support the sales teams to be more effective and perform better . In order to track product performance as well as sales personnel performance , we need to devise a report that caters to the needs of the sales and marketing department . Users should be able to view the report online on their mobile devices . The scope of the project includes the field force of about 100 reps and marketing team of 8 people . Timelines of the projects is 8 weeks . We will try to create a report to suit needs of the sales and marketing teams . Selection : The tool that I selected for this challenge is learning launch . Once we develop 2 versions of the report for the sales and marketing teams , we would like to launch it for a few users to gauge their reaction . Application : For the first learning launch , we had grouped the views differently for marketing and sales based on the audience type . 4 persons from marketing and 2 sales persons from each of the 8 teams ( total 20 users ) were selected to use the first version of the report . After launching the report , we tracked the report usage , the number of views per page and the time spent on each page for 1 week and also rolled out a survey to get end user feedback . Sales team gave a positive feedback about this report but marketing department was unable to assess the impact of marketing strategies and tactics on sales For the second learning launch , we integrated the views from marketing and sales and tried to see what impact marketing strategies and tactics had on sales . Again we had 4 persons from marketing and 2 sales persons from each of the 8 teams ( total 20 users ) using the second version of the report . We tracked report usage statistics as well as rolled out a survey for the users to get their feedback . Sales teams were overwhelmed with the data while marketing teams found this version of the dashboard very useful Insight : We had expected the first version of the dashboard to be more appealing to the users . While that was indeed the case for the sales team ( sales teams were interested in the sales views ) , the marketing people wanted to get an insight on how the marketing strategies and tactics were impacting sales . For them the preferred view was an integrated view of sales and marketing indicators . In the final dashboard , we had sales specific views for the sales people but integrated sales and marketing view for the marketing department . This served the needs and provided necessary insights to both the departments and created a positive business impact Approach : In the future , before learning launches , I would like to have a workshop with marketing and sales teams to leverage the Visualization tool better to create a view of the report that would serve the purpose of each department , and then get into the development of these dashboards . Visualization with end users would reduce the time spent in re - engineering the dashboard