FOUNDATIONAL FRAMEWORK

Conducting a Data Audit to Prepare for Digital Sales Transformation

A Digitally Transformed Sales Force Has 7 Key Traits Across “Who”, “What”, and “Why” Data

Digital transformation is a critical topic for most commercial leaders. However, there is a common misconception that digital transformation is largely about picking the right software. In reality, it is much more than that and requires a strong foundational understanding of data and data sources. This foundational data understanding can ultimately make or break your transition to systematic sales decision-making.

With over 25 years executing best-in-class data-driven targeting programs, we know the core elements for establishing a strong data foundation that will ultimately help prepare you for a successful digital sales transformation. These elements fall into three data categories:

Who
Gathering the right information about customers and prospects
What
Identifying and organizing sales content and product options
How
Auditing your sales play strategy and marketing integrations for maximum effectiveness