• The need for a purpose built solution for Sales & Marketing organizations targeting American households
  • Lack of a simple interface and an integrated platform to conduct key tasks effectively and efficiently
    • Currently no easy way for Sales & Marketing organizations to plan, execute and review their activities in one single platform
      • Capture leads from multiple lead sources effectively
      • Define sales territories for Sales Management and Field Sales force
      • Assign leads to teams on a day-to-day basis
      • Capture the disposition on leads run (sales achieved, reason for no-sale etc)
      • Analyze market, resource and product performances for management
      • Generate and publish reports and analytics to Business/Brand Owners
  • Poor conversions, high lead costs, lost productivity, revenue leakage, lost


  • The PLAN-RUN-CHECK™ construct that integrates the Planning, Execution and Analysis of the various activities related to successful sales campaigns
  • Ability to configure/’purpose-build’ a solution with parameters specific to a business – products, markets, resources, yet take advantage of pre-built templates and solution infrastructure
  • Single, simple interface for Planners, Managers and Field resources
  • Deployment in a hub-and-spoke scenario where a business/brand owner engages an in-house or outsourced Sales & Marketing function to generate and run leads
  • Standard and configurable reports that summarize by market, by resource, by product – plan vs actual, performance by period, causal factor analysis, conversion, retention and other operational and financial metrics


  • Greater sales management productivity (higher conversion)
  • Greater retention of sales force
  • Automation of various reporting tasks and therefore improved productivity of Administrative resources
  • Additional business from business/brand owners if the Sales & Marketing function has its own P&L
Solution Features and Functions


  • Setup
    • Company/Division
    • Products, Prices and Promotions
    • Resources (Managers, Reps)
    • Territories, Map Mgrs to Territories
    • Lead Disposition, Sales Codes
  • Define Resource and Territory hierarchies

Execution (Run Module)

  • Stage purchased leads for viewing/editing
  • Enter leads manually
  • Upload (activate) purchased leads
  • Search/sort/view leads by various parameters
  • Assign leads (bulk and individual) to Representatives
  • Disposition leads (Sale, Pitch-No-Sale, NoResponse), along with reason codes


  • View Business Performance
    • By Product, By Territory, By Resource
    • By Period (Day, Month, Qtr, Year)
  • View Commonly required metrics and ratios
    • Conversions – Pitch/Knock, Sale/Pitch etc
    • Revenue per period, per resource..
  • Causal Analysis for Sales, Pitch-No-Sales
  • Filter, Sort, Drag and Drop fields to view
  • Ease of management decision making and operations tracking

Solution Administration/General Features

  • Role based Access Control
    • Administrator, Director, Manager, Rep
  • Web Based deployment
  • Upload/Download from/to Excel
  • Easy setup/Solution as a Service
  • Online video help

Solution Approach

Our solution approach

  • Leverages pre-defined templates and models
  • Is tailored to interface with various incoming feeds
  • Generates plans, views and reports that are actionable

Advantages of the approach

  • Provides the ability to capture and track plans, day-to-day operations and performance causal factors in an integrated fashion
  • Bottoms-up plans and methods as opposed to tops-down plans that are inherently sub-optimal
  • Facilitates model upgrades to adjust to changing circumstances
  • Keeps the Total cost of Ownership of the solution (TCO) of the solution low

Deployment Models

The solution will be deployed as a service and configured based on the number of markets (territories) served, products managed and resources using the system. Standard help-desk support provided, along with periodic back up of data for customer needs.



Shown here is a typical implementation cycle – short, systematic, yet comprehensive

Why Us

  • 75+ years collective experience in
    • Planning, operational and managerial experience at Fortune 50 companies, Big 5 consulting and Supply Chain software companies
    • Process Design, Solution Development background using Advanced Modeling, Systems Engineering and Financial Analysis in all Corporate functions – Sales & Marketing, Manufacturing, Production, Customer Svc
  • Design, development and deployment of leads-to-sales workflows for D2D sales & marketing companies
  • Engagement with Retail and other Service Providers, including a major Home Improvement Services Provider
  • Development of strategic plans, planning models (for product, price, promotions, supply chain distribution and logistics functions), operationalization of these plans
  • Development of an Operational Management Discipline for Sales, Marketing, Installation and Customer Service functions
  • Proven track record of successful implementations and documented benefits
  • Unique approach to problem solving combining proprietary models, process discipline and technologies

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