DATA ANALYTICS

Summit Consultants & DA

At Summit, we have developed a structured approach to Data Analytics (DA) that focuses on sales and productivity. It’s a commercial approach that methodically collects and analyses data containing key customer activity, expense, and business pipeline potential. This not only identifies quick wins but also sets up a strategic framework to grow.

At Summit, we use DA to improve sales and productivity. We collect and analyze data on customer activity, expenses, and business potential to find quick wins and create a strategic growth plan. We focus on three areas: getting and keeping clients, making better use of resources, and managing business opportunities. We set Key Performance Indicators (KPIs) for each area to assess their impact on profitability.

For client acquisition and retention, we evaluate the effectiveness of sales channels and how well we turn leads into customers. We also categorize customers into segments to apply successful strategies to all.

In terms of productivity, we look at how we deliver services and products to find ways to work more efficiently, including using technology. We optimize employee skills and create collaborative teams for long-term growth. Our approach involves continuous review and adjustment of the established KPIs.

CONTACT US

We’d love to hear from you! Call us to get the conversation started.

(02) 9413 4322

artine@summitconsultants.com.au

Suite 2, 401 Pacific Highway, Artarmon NSW 2064

Proud sponsor of the Red Shield Charity Golf Day

GET IN TOUCH

Get in touch for help with independent, professional financial advice.

     

    Summit Consultants © 2024. All Rights Reserved.