B2B sales involve long sales cycles, complex processes, and multi-stage negotiations. Without consistent data, it’s difficult to assess which actions are truly effective and which need improvement.
At Intelari, we support B2B companies in managing sales with data-driven insights—from advanced pipeline analysis and target achievement to budget control.
Difficulty in assessing the value and stage of individual sales opportunities
CRM, ERP, Excel spreadsheets, and sales team reports
Lack of accurate data for revenue planning
Lack of insights into the effectiveness of team actions
Preparing reports takes more time than actual selling
We integrate data from all sales stages – from initial contact and sales meetings, through sales opportunities, offers, and contracts, to invoices and settlements.
We build a complete pipeline overview – you know how many sales opportunities you have, their stage, and their real value.
We automate monitoring of target and budget achievement – real-time control of team performance against strategic goals.
We create interactive reports for management and executives – real-time insights into action effectiveness, meeting outcomes, key client status, and negotiation progress.
We implement sales result forecasting – better pipeline, resource, and budget planning.
We train sales teams to work with data – teaching them to use dashboards, KPI reports, and analytics to support daily sales activities.
Full control over the sales pipeline – you see the stage of all opportunities and offers.
Transparency in achieving targets and budgets – you know who’s meeting goals and where corrective actions are needed.
Better planning of sales activities – you base decisions on reliable data, not intuition.
Monitoring the effectiveness of meetings and sales activities – analysis of the number, quality, and impact of meetings on conversion.
Automated reporting – daily result updates without involving the team in manual compilations.
Revenue forecasting – better decisions regarding resources, investments, and sales strategies.
Integration of data from CRM, ERP, and Excel, dashboards for management and the sales team
Revenue forecasts and pipeline analyses in Power BI
KPI metrics and alerts for drops in efficiency
In B2B sales, knowing who, when, and why someone buys—and how to translate that into revenue growth—is what matters. We’ll show you how to create an environment where every sales decision is grounded in facts.