The Arkieva Sales Predictor is a Sales and/or Customer Relationship Management tool. Its purpose is to flag the most probable and most profitable sales lead opportunities based on analysis of historical data patterns by Customer and Item. The results are presented to users within the Arkieva application. Users can act on this information by placing calls and updating the lead opportunity with a status. Users can also forward sales leads via email by clicking the “Forward this Lead” button, which creates and populates a pre-formatted email template for easier collaboration within the sales team. A Sales Predictor implementation can be independent of an Arkieva Demand/Supply/Inventory implementation with data populated using an Excel or automated data import.

This guide is meant to provide an introduction to the features and use of the tool and cover the basics of a typical installation. The objective was to make the tool highly configurable, while still allowing an easy out-of-the-box implementation. Reporting capabilities are not limited to the features of the standard GUI. Dashboards, Quick Reports, Mapping Analysis, and other types of Arkieva reporting documents can be created on top of the same data structure to view the results of Sales Predictor analysis. Additional custom configuration not outlined in this guide can be implemented to enhance the capabilities of the Arkieva Sales Predictor. For example, an email notification can be sent to each member of the sales team every morning with the list of calls to make.

Why it Works

Customer Relationship Management and Sales associates only have so much time in the day to spend calling customers. The Arkieva Sales Predictor does the bulk of the number-crunching and presents users with the easiest way to make the biggest impact to the company’s bottom line. Focusing sales efforts on leads with higher conversion rates and higher expected dollar values leads to increased revenue.

What is it?

The Arkieva Sales Predictor user interface exists as a separate document within an Arkieva application. This type of document is called an “AddIn” component. An “AddIn” component document is a custom .NET application created within the Arkieva software distributed independently of other modules such as Demand, Inventory, and Supply.\ In the background, running on the same web server as the Arkieva services, is an additional service that is constantly monitoring the Arkieva database for requests to refresh Sales Predictor results. A daily SQL job is configured to refresh source data, update attribute information, and queue requests to refresh the results.