Corporate Planner Sales Puts speed into sales management

Transcription

1 Corporate Planner Sales Puts speed into sales management

2 The solution for more speed in sales management.

3 WELCOME The software solution for sales management "Who s selling what to whom?" Every day, the sales department answers this crucial question every day from different perspectives. No other department is exposed to so many volatile factors and must constantly respond with agility to changes in the market. In sales, the winner is the one who is quickest at getting an overview of markets, regions and distribution channels. The winner is the one who keeps his eyes on his product portfolio, linking it at all times with the market potential. Corporate Planner Sales is the software solution that puts speed into sales management. The solution arranges complex structures in seconds and provides a panoramic view across the entire sales organisation and product portfolio. Speed up your sales management and make good decisions more quickly. CP Corporate Planning AG 3

4 NATURAL BUSINESS INTELLIGENCE 4 CP Corporate Planning AG

5 NATURAL BUSINESS INTELLIGENCE Your speed is your success 120 kilometres per hour its speed makes the fastest and most successful predator on land. At the start of a chase, it accelerates to full speed in three seconds flat. Its supple spine makes it nimble and flexible, its claws giving it a good grip as it sprints. Corporate Planner Sales, the solution for sales management, is modelled on these natural qualities. With its functions for planning, multidimensional analysis and reporting, users keep their eyes firmly on the prey their sales potential and product portfolio. CP Corporate Planning AG 5

6 CORPORATE PLANNER SALES Recognising relationships Planning success. If you are quick at assessing the impact of a decision, you are ahead of the game. This means keeping your eyes on your sales organisation and your product environment at all times. With Corporate Planner Sales, you can make the most of this competitive advantage. Bringing sales to the forefront Planning and reacting to market dynamics Sales departments often work with complex structures and a large number of dimensions. These include markets, regions, distribution channels, target groups, employees and products. Sales staff must recognise relationships quickly and assess the impact of their decisions. Corporate Planner Sales makes these multidimensional data less complex and the interrelationships easier to understand. Thanks to its selfservice approach, Corporate Planner Sales can be deployed in any sales organisation quickly and at any location. Corporate Planner Sales is a comprehensive solution for multidimensional analysis in sales management that also comes with planning and simulation functions. Many conventional BI applications only have functions for analysing data. Corporate Planner Sales is your tool for translating current market trends into clear and meaningful forecasts. You plan your sales from different perspectives by sales representative, country or product using business logic to distribute your values according to what you want to find out. 6 CP Corporate Planning AG

7 CORPORATE PLANNER SALES Analysing data from any perspective Reporting as a means of communication In sales management, keeping your eyes on the sales organisation and the products at the same time is essential. External circumstances, such as regional market prices or the demand for certain products, can change rapidly. Corporate Planner Sales arranges your entire multidimensional data model into hierarchies providing you with the complete overview of your sales figures. At the same time, you remain flexible within the structures, changing the perspective on your sales data in a matter of seconds. Corporate Planner Sales is ringing in a new age of reporting culture. With a few clicks you can create reports that are easy to follow and that focus on the essentials. By answering concrete questions with concrete sales figures, you ensure that all the recipients interpret your numbers correctly. You can have sales, variances and targets communicated on a regular basis almost effortlessly. Your reports in Corporate Planner Sales form the company-wide basis for discussing where your business is heading. "Corporate Planner Sales is the specialist solution that we had been seeking for our sales management. In fact, its intuitive handling, high performance and low hardware requirements have considerably exceeded our expectations." Dirk Hermann Frank Head of Finance, Controlling and IT, Möhlenhoff GmbH CP Corporate Planning AG 7

8 CORPORATE PLANNER SALES Sales management with Corporate Planner Sales the innovative BI Tree Corporate Planner Sales is taking a new direction in the handling of multidimensional data models. The solution is based on a system for visualising complex data in a way that is easy to understand: the Business Intelligence Tree, or BI Tree for short. The principle of the BI Tree A tree constantly adapts to its changing surroundings. From the trunk, its branches extend outwards, each one itself dividing into more branches. In this way, the tree grows not only in size, but also in complexity. It nevertheless retains its hierarchic structure that is easy to follow. This is how the human brain thinks. People do not think in tables or in cubes, but by starting from one point and branching out into ever greater detail which is also precisely how trees grow. We have based our solutions on this principle so that every user finds them easy to work with. Starting from a root, a grand total, our solutions depict business interrelationships in a hierarchy. Corporate Planner Sales has taken this logic and enhanced it. Corporate Planner Sales organises your entire multidimensional data model into two parallel tree structures, the first of which contains all the dimensions of your sales organisation, the second all the dimensions of your product portfolio. You, the user, make your way around both structures at once, combining as many individual dimensions in them as you wish by drag and drop. As you analyse your complex multidimensional data, you retain a well-ordered structure, changing the perspective on your sales data in a matter of seconds. 8 CP Corporate Planning AG

9 CORPORATE PLANNER SALES Corporate Planner Sales organises your data into two hierarchic tree structures. Analyse your sales figures by drag-and-drop in dimensions such as region, country, sales representative or customer, and produce instant top-down and bottom-up plans in the table. CP Corporate Planning AG 9

10 CORPORATE PLANNER SALES Cutting-edge technology Corporate Planner Sales runs on the basis of a multidimensional in-memory server. This proprietary development from The vast array of visualisation options Corporate Planning generates any desired perspective within assist you in your planning. They are ideal the data room in real time and visualises it clearly in the BI for establishing a continuous flow of Tree or in neatly arranged dashboards. Thanks to this tech- information to all the staff involved. nology, the server can process even complex distribution methods in top-down planning in a matter of seconds. 10 CP Corporate Planning AG

11 CORPORATE PLANNER SALES Custom dashboards provide flexibility and create transparency. Fully integrated in business management Corporate Planner Sales has been developed with the facts. As part of Corporate Planner, Corporate Planner Sales specifications of modern sales management in mind. Within is part of a comprehensive solution for all areas of business the system, each piece of information occurs only once at one management. This architecture seamlessly incorporates the central storage location. This principle of the single point of planning data generated in Corporate Planner Sales into truth ensures a clear overall picture. Redundant records and the planned income in the integrated financial planning error-prone manual data maintenance belong to the past. solution. There is no scope for differing interpretations of the same CP Corporate Planning AG 11

12 CORPORATE PLANNING LÖSUNGEN The Corporate Planning software Solutions for business management Corporate Planner Sales is part of a comprehensive solution portfolio for all areas of corporate performance management. All these solutions are integrated in terms of business administration functions and technology. They all follow a consistent approach in user interface design, so users can find their way around quickly and easily. The solutions are scalable: as a business evolves, the solution will simply grow to fit. 12 CP Corporate Planning AG

13 CORPORATE PLANNING LÖSUNGEN Our solutions for your success Sales management Cost management Personnel management Investment management Keep track of the markets How do you control operating Your solution for transparency CP-Invest is your solution for and your product portfolio costs and see what's eating up in personnel costs and profitable investment and with CP-Sales. your profits? With CP-Cost. planning is CP-HR. credit planning. Liquidity management Financial management Consolidation Risk management Keep an eye on your cash The solution that makes Produce auditable CP-Risk equips your flows and always remain integrated financial planning consolidated financial business with a solvent with CP-Cash. smarter. statements with CP-Cons. protective shield. Balanced Scorecard Strategic management Access modes Integrations Visualise and quantify Pursuing objectives and A web client, an Excel add-in Thanks to over 100 interfaces, your strategic goals developing visions? Then have and dashboards provide a the solutions integrate with CP-BSC. a strategy: CP-Strategy. variety of access options. into any system environment. Modular design for flexible use The specialist and industry solutions from Corporate Planning are flexible in adapting to companies of any size. Let us put together an individual complete solution that meets your requirements. CP Corporate Planning AG 13

14 CORPORATE PLANNING SOLUTIONS Security & usability Keeping to standards When it comes to data storage, we rely on established standards. The entire system is based on Microsoft technology. All data are stored centrally on the Microsoft SQL Server, which is accessed by all Corporate Planner solutions. Functional integration All solutions are interlinked in terms of content and technology. Values from the operational plan are transferred to the integrated financial plan and the consolidated financial statement. You can thus trace each value back to its origin. Integrations to pre-systems Through interfaces to over 100 systems for business management, our solutions integrate smoothly into your existing system environment with a drill-down to the individual postings and vouchers if desired. 14 CP Corporate Planning AG

15 CORPORATE PLANNING SOLUTIONS Choice of provisioning Cloud or on-premise? Buy or rent? The provisioning and use of our software is determined entirely by your needs. Take advantage of security and performance on which you can rely. Central rights management In the rights management, you have a transparent means of controlling precisely who has what access rights, with an optional audit trail recording every adjustment. Single sign-on lets users have convenient access to all solutions. Diverse access options You can configure access for each user according to his own specifications be it from a mobile device or desktop, using a web client, Excel or a full client; be it with full access rights or by means of a personal dashboard. CP Corporate Planning AG 15

16 ABOUT CORPORATE PLANNING Natural Business Intelligence Modelled on the natural world Corporate Planning from Hamburg has stood for simple and flexible software solutions for business management in the SME sector for almost 30 years. Our solutions are designed according to a unique architecture the architecture of the tree. Businesses are like living organisms. Within their surroundings they must constantly change in size, shape and appearance. To do so they need sound structures that can adapt while also forming a sturdy backbone. That s why we have modelled ourselves on the natural world, developing our software according to the architecture of the tree. The business with its fundamental purpose and objectives forms the roots and trunk. The tree structure adapts to the growth of internal business processes. It can branch out in any direction, giving the business momentum. A single point of truth ensures reliability and transparency. Each piece of information occurs only once and can be retrieved at any time from any point in the tree. In this way, we strengthen businesses on an ongoing basis and prepare them for the challenges ahead. Give us a call and we ll show you how much certainty our solutions can bring to your business. Let us discover how your decision-making can benefit from our flexibility. Follow the principle of the natural world. 16 CP Corporate Planning AG

17 ABOUT CORPORATE PLANNING Many solutions one platform Dialogue and networking We offer a comprehensive software portfolio for all areas of business management on one single platform. From all our different solutions, we will assemble an integrated, complete solution package that exactly fits your requirements. To do so, we will remain in close contact with you throughout the entire conception and implementation phase. Let us find out which of our solutions is ideally suited to your purpose. You, the user, should be able to get the most out of our solutions for your business to prosper. That s why we attach great importance to dialogue the sharing of expertise between you and our consultants, but also the sharing of experience among our customers. Industry networking days, regional networking days and our annual User Meeting with plenty of workshops are regular events at which we bring you together. We re the people behind the Corporate Planning software over 130 employees supporting you in your daily tasks in many different ways. Our Customer Development Team Our Consulting Team for a firm foundation Our Support Team for technical queries Our Development Team for continual progress Our regional staff are ready To get you started and for We attend to your queries. We are constantly to answer all your questions more in-depth training, In our Technical Support, our developing our solutions. regarding the implementa- we offer over 200 training staff will answer your You will regularly receive tion of our software on your courses annually and assist questions promptly and software updates and premises. you with the implementation personally either over the invitations to our of our software. telephone or by . New Features events. CP Corporate Planning AG 17

18 CONTACT Corporate Planning in your area Do you have any questions for us, or would you like to try out our solutions? Then get in touch with us right away. Our locally-based specialists will show you how you can make better decisions more quickly with our solutions. We re looking forward to meeting you. International Locations Competence-Center Vienna CP Corporate Planning Schweiz AG CP Corporate Planning Nederland B.V. CP Corporate Planning Software UK Limited Wienerbergstrasse 11 Neumattstrasse 24 Keizersgracht Sackville Street 1100 Vienna, Austria 8953 Dietikon, Switzerland 1015 CS Amsterdam, Netherlands London, W1S 3AX Tel Tel Tel United Kingdom Fax Fax Fax Tel Competence-Center Berlin Competence-Center Dusseldorf Competence-Center Frankfurt Competence-Center Hanover Albertinenstrasse 1 Peter-Mueller-Strasse 3 Westhafenplatz 1 Bahnhofstrasse Berlin, Germany Dusseldorf, Germany Frankfurt, Germany Hanover, Germany Tel Tel Tel Tel Fax Fax Fax Fax Competence-Center Kaiserslautern Competence-Center Munich Competence-Center Stuttgart Am Muehlweg 2 Nymphenburger Strasse 4 Lautenschlagerstrasse 23a Steinalben, Germany Munich, Germany Stuttgart, Germany Tel Tel Tel Fax Fax Fax CP Corporate Planning AG Grosse Elbstrasse Hamburg, Germany Tel Fax info@corporate-planning.com 18 CP Corporate Planning AG

19 Keep your eyes firmly on your sales potential and product portfolio. With Corporate Planner Sales.

20 Natural Business Intelligence.