
The What: Key Features for Industrial B2B
The platform offers an easy-to-use, out-of-the-box solution designed to address common sales forecasting challenges in industrial B2B. With a pragmatic, user-friendly approach, it empowers teams to drive consistent performance and make informed decisions.
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User-Friendly and Cost-Effective: Designed for quick implementation without the need for extensive IT resources. Data is uploaded via Excel, keeping the process simple and accessible.
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Powerful Data Analytics: Gain insights into past, planned, and future sales by customer, industry, customer type, and account type—with the flexibility to customize categories as needed.
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Opportunity Management: Track and manage potential, current, and future sales opportunities across key dimensions, with the option to tailor categories to your business.
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Comprehensive Performance Tracking: Monitor sales, gross margin %, and gross margin dollars compared to forecast—by individual, team, or across the organization.
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Insightful Dashboards: From quick-glance visuals to deep-dive analytics, easily identify areas that need attention and improvement.
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Individual Customer Strategies: Develop customer-specific strategies that improve forecasting accuracy and support actionable plans.
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Time and Resource Allocation: Effectively manage team resources to align efforts with high-priority customer goals.
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Collaborative Strategy for Targeted Markets: Whether focusing on existing or emerging products and markets, the platform enables cross-functional collaboration to align strategies across all departments.
​ Here's a brief look:
Who Benefits From GENREV!™
This solution is structured to support a variety of roles across your organization, including:
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Sales and Customer Service: Gain customer-specific insights and strategic tools to improve forecasting and resource allocation.
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Product and Industry Managers: Access analytics that drive market strategy, highlight growth opportunities, and improve positioning.
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Operations, Engineering, Supply Chain, SIOP, and Purchasing: Improve forecasting alignment with resource planning, and foster collaboration across functions to increase productivity, efficiency, and profitability.
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Leadership: Monitor real-time performance and make data-driven decisions that ensure cross-functional alignment and strategic execution.
“I have seen this model work in real time. It is easy to judge a sales team only against a revenue target, but this model allows you to see the details and ask the good question(s) of 'Why,' not only accept the outcome.”
- CFO, Industrial B2B Company
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"I’ve not only used this type of reporting in the past, but I’ve also learned directly from Chuck how to apply it effectively. His approach helps you ask the right questions - not just to better understand your customers, but to identify how to grow them. It’s highly effective and user-friendly, with intuitive dashboards that put powerful analytics at your fingertips. The system provides a clear overview of current activity and highlights areas needing attention. Digging into the details makes it easier to uncover the root cause; whether a customer is underperforming or exceeding expectations."
- Dir. Sales Operations, Industrial B2B Company
Think alignment. This platform empowers every function to work cohesively toward shared goals—driving efficiency, profitability, and customer satisfaction across the organization.
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The Why: Why Industrial B2B Needs a Platform Like This
This tool simplifies complex sales forecasting and alignment challenges, transforming how industrial B2B companies structure their sales efforts. By providing clear, actionable data and a structured framework for decision-making, it supports sustainable growth—even in the most complex environments.
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Beta Sites Wanted
As a newly launched solution, we are actively seeking select beta sites. Early adopters gain exclusive access and the opportunity to shape future enhancements. Call or email to learn more.​
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Broader Applicability
While this platform was developed with the industrial B2B sector in mind, its structured, data-driven approach can benefit a wide range of organizations that prioritize customer-specific planning, forecasting, and cross-departmental collaboration.​