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
"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.
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.
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.
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.