The questions that are actually worth money do not live in any one system. Here you ask them in plain words and get one answer.
Which salesperson actually makes you the most money
“Which of my salespeople actually makes me the most money?” — you ask it exactly like that, the way you would ask someone who has been here ten years. The answer does not come from one system. It comes out of all of them at once, as one number, instead of an argument about who looks busiest. You start with whatever is already connected, and each system that joins makes the same answer more complete.
- The hours they actually worked, from attendance, and what those hours cost in payroll
- How much of that time was real talk time with customers, from the phone system
- Which leads they closed, from the CRM
- How much work each deal actually took, and what the customer paid in the end, from invoicing
Which customers are worth the most, and what to offer each one
The same question, pointed at the other side of the business. Who leaves a profit once you count everything they asked for, and which add-on fits them — taken from what they said on their own calls, not from a guess by whoever is writing the quote.
- The customer who paid you the most this year is not always the one who left you the most
- What they asked for, complained about, and kept coming back to
- Which add-on fits them, and why that one
The conversations say who is ready to hear an offer, and who is on the way out
A happy customer sounds nothing like one who stopped replying. Both of those are said on calls and stay there until somebody reads all of them. The system reads your channels through the day, so what was said this morning is in the picture by the afternoon. The knowledge grows out of conversations that were happening anyway, and the answers get more accurate as time goes on.
- Who is worth an offer now, not in a month
- Who has gone quiet in the way that usually ends in leaving
- Who to call today, while the call still makes a difference
The dashboards — what you want to see every morning
Some questions you ask once. Some numbers you want in front of you without asking. Those sit on fixed dashboards, kept up to date by the systems you connected.
What came in, and from where
How many enquiries arrived, on which channel and at which hour. That is how you see where the enquiries really come from, and at which hours somebody has to be there to answer.
What was answered, what is still open
What got an answer, what is still hanging, and what came back a second time. Nothing drops just because nobody reached the end of the list.
What is most urgent now
The numbers come back as a ranked list of things to do, the urgent ones at the top, each with the figure it came from beside it.
What the AI costs, and on what
What the AI cost this month, and next to it how many enquiries were answered without a person touching them. Two numbers side by side, with no sum to work out.
Who this is for
- An owner who asks one question and gets three different answers from three people
- A sales manager who wants to know who brings in money, not who talks the most
- Anyone who finds out a customer left when the leaving message arrives
Don't see your system? If it has an API, it connects.