Proflex Commercial > Value Creation > Business Planning & Performance Management

“You cannot manage, what you cannot measure”

Good planning is essential for success. Even so, it’s surprising how many companies don’t create a thorough plan to generate and manage their customers.

The balanced scorecard puts strategy and the customer, not control, at the centre. It helps management understand the interrelationships of financial, customer, process and innovation and will ultimately lead to improved decision making and problem solving.

We’ll help you implement a Balanced Scorecard approach to measure your sales & marketing effectiveness

Customer Profitability

  • Fast comprehensive review
  • Link customer metrics into performance management.
  • Focus on critical issues – Customer profitability, Size of Opportunity

Sales & Account Management

Key Account Management – Art or a science Account Management:

  • Both need to be applied to be truly successful
  • Systematic sales process and art of selling products & services

The science of Account Management has four key elements:

  • Profitability Management
  • Account relationship management
  • Product migration paths
  • Account Planning

Successful account management requires a well thought out process to give absolute clarity about what tasks need to be carried out in every customer interaction and use this consistently to produce best results.

Marketing Plan & Budget

Create a detailed roadmap that outlines all your marketing strategies, tactics, activities, costs and projected results over a period of time. The plan keeps your entire team focused on specific goals – it’s a critical resource for your entire company.

A good marketing plan typically includes:

  • Financial goals

Detailed goals by product / service & channel &/or customer segment

  • Sales plan
  • Major marketing campaigns
  • Detailed budget
  • Dates to review progress

It takes time to develop a solid plan, but it’s important because it ties all of your activities to tangible goals. It’s also a great opportunity to focus on the future, generate new ideas, and inspire your team. Even a simple plan is better than none, but when you invest more effort upfront, you’ll have a better roadmap toward your goals.

Proflex have years of practical experience and can help you plan quickly and effectively.