Sales and Customer Operations

Where do anomalies arise in the sales process?

Bring customer composition, business goals and sales process data into one analysis scenario, giving the team a shared basis for discussion.

Willow business scenario: question, data, analysis, Dashboard, report and follow-up task
Product workspace

Inputs: sales and customer data, business goals

Deliverables: funnel analysis, customer composition and anomaly leads

Next: review findings with business knowledge

Understand sales changes and identify the next step for each customer segment.

Changing sales structure, conversion and repeat purchases need a consistent basis for follow-up. Confirm sales definitions, analyze structure and conversion, review customer segments and assign appropriate follow-up. Business owners confirm customer data access, analysis definitions and proposed actions.