🙇🏾♂️ 1. Use Datagran to support your sales force efforts
🚁 2. Predict your Sales
👾 3. Create your dashboard to do a follow up on your sales performance.
Help the sales force to focus on the right customers to make the indicated efforts depending on the cluster behavior.
RFM is a powerful tool in Datagran that will give you the knowledge about how often a client contacts or visits us, how much do they spend on our products, which kind of products they buy, and also the time it lapses in between each purchase. With this information, the sales force would be able to cluster their clients and approach them in the proper way, to close new sales, engage the new clients, maintain the regular ones, and not lose efforts on those that aren't worth it.
A) Prepare data in order to integrate your transactional data into Datagran´s platform.
B) Create a Pipeline in which you drag your data source inside the pipeline canvas (for example the different home appliances brands you have).
C) Use a custom SQL operator editor, that will allow you to see what type of data you have in each invoice, as would be invoice number, product ID, quantity, date, unit price, and customer ID.
D) After setting up your data you run the RFM operator where you have to select the table with the data from the previous step and match the selected columns: Customer ID, Invoice Date, and Value.
What we recommend is to define the variable is going to be the key of clusterization and also to take action according to each cluster, so as your clients are clustered so should be your sales force strategies.