销售分析的分步指南和最佳工具

术语“销售数据分析”听起来可能有些不知所措 - 单独的三个词都可以自己权利强加。

“销售”是一项艰巨的掌握工作。“数据”将行的图像汇总在数字行上，这些数字可能会筋疲力尽。“分析”听起来像是一个需要您可能没有的技能的过程，并且您不想付出的努力。因此，当您结合在一起时all three在这些单词中，您落在一个可能难以忍受的短语上。

Admittedly, in some cases, there's some truth to that. Some sales data analyses are difficult, exhausting, and far from effortless — but in this day and age, it doesn't have to be that way. With the proper tools and tactics, a sales data analysis can be straightforward without sacrificing thoroughness and practicality.

Here, we'll get some perspective on sales analytics as a whole, a picture of the tactics to do it right, and some background on the best tools for it. Let's jump in.

Predictive sales analytics enable you to gauge the future success of and identify the most effective strategies for your sales efforts. Programs that automate the process draw from both your historical data and the data you accrue on an ongoing basis to help you pick up on customers' behavioral trends.

这些系统通常会使用AI和机器学习自动，智能地将您的原始数据转化为可操作的预测 - 随着时间的流逝，这些预测变得越来越准确。

Those predictions can help guide different aspects of your sales and marketing approaches, including identifying upselling opportunities, zeroing in on particularly popular products, and improving your sales and marketing messaging.

尽管预测销售分析计划是实用，方便且通常有效的，但它们不一定是运行销售数据分析的唯一手段。这是一个分步指南，可帮助您完成该过程。

1。Select who or what you want to analyze.

This one is pretty straightforward, but it's still worth mentioning. You can't run a sales data analysis if you don't know what kind of sales data you're interested in analyzing.

从高级角度来看，您将想了解最终游戏的内容。销售数据分析可以非常讲述产品，部门，团队，活动或代表表现。知道您想先了解谁或什么，然后从那里去。

2.确定和布局特定的，可衡量的目标。

一旦有了一般的想法，就该对更具体的东西进行零，这是确定性和可衡量的。假设您经营一家零售业务，最近开展了为期一个月的促销定价活动，您的所有产品都享有30％的折扣。

Now, you want to see which of your products sold best with the customers attracted by the sale — relative to their normal sales over a similar period outside of the campaign. Here, you'd be interested in measuring product sales by unit over both the campaign and another similar timeframe.

3.确定您想分析销售数据的频率。

The frequency at which you track your sales will vary depending on the nature of the analysis. In some instances, you're going to want to monitor data regularly — whether that be weekly, quarterly, monthly, or even daily.

Certain reports will warrant ongoing monitoring for the sake of future reference. In our example, the report would rely on previous data accrued monthly to provide a reference point for the siloed month-long campaign.

4。Compile your sales data manually or use sales analytics software on a rolling basis.

Compiling sales data manually is从技术上讲在此过程中，这仍然是一种方法，因此您可以选择在此步骤中利用Excel或Google Sheets等电子表格软件。bob电竞官方下载但是在这个时代，CRM和销售分析软件可能更具吸引力。bob电竞官方下载在大多数情况下，此步骤最终是一个更聪明的问题 - 并不是更难。

CRM可以帮助加快计算销售数据的过程。它使您可以轻松地跟踪单个客户信息，并且许多人提供了保留销售团队绩效日志的资源。bob体育苹果系统下载安装并且有各种各样的销售分析工具可以实现类似的目的。

5. Leverage data visualization tools.

这一点是上面一个的自然延伸。那些上述销售分析工具通常包括各种数据可视化资源，这些功能使销售人员和经理可以轻松地理解销售数据的意义。bob体育苹果系统下载安装

Analyzing sales is an inherently complicated concept. Anything that makes it more readily accessible and easy to digest should come as a welcome, eventually-integral component of your sales analytics infrastructure. That's why data visualization is so important. It allows anyone on your team to make sense of what would otherwise be an imposing jumble of numbers.

6. Analyze your data and look for trends.

一旦获得数据，请通过您的销售分析软件运行它，并准备好视觉效果，就该分析您的发现了。bob电竞官方下载在这里，您可以参考您的可衡量目标，以查看您在销售分析过程中如何跟踪销售工作的方面。

在我们的例子中,你可以寻找特定的sales by unit for each product during the campaign, compare those figures to their counterparts in a similar, campaign-free timeframe, and draw conclusions about which products are most attractive to budget-conscious customers when placed on sale.

7. Apply your results to inform better sales efforts.

Once you have your results on hand, you need to do something with them. Use them to shape your future sales efforts. Take what you've learned and apply it to better understand and anticipate customer and prospect behavior.

In the retail example we've been running with, you might use the information about how your individual products fare with reduced pricing to selectively discount and promote the products that will appeal most to deal-hungry prospects.

This point might seem obvious, but it still warrants a spot on this list. It's the step that brings everything together. Apply your analyses, and keep running them consistently. There's always more to learn and room to grow.

Now that we've covered the steps of a sales analysis, let's take a look at some of the best tools to help facilitate the process.

1。集线器销售量Hub

Price:Plans starting at $40 per month

集线器销售量Hub contains a robust suite of sales analytics resources to create and maintain virtually any kind of data report. The software has the necessary tools to help you track deal forecasts, sales performance reports, and productivity logs — among several other key metrics and analyses.

设置HubSpot销售枢纽的一项功能与其他销售分析平台不同。它具有直接的界面，可轻松使用强大的有效功能。您可以维护多个可自定义的仪表板，可为所有销售分析报告提供可见性。

The platform also has a collaborative element that makes it a solid fit for larger teams. Any dashboard you create contains customizable access privileges, so you can be selective in deciding how many members of your team can view or rearrange your sales analytics reports.

图像来源：HubSpot

HubSpot Sales Hub的计划每月低至40美元 - 随着其发展和扩展，价格更高，可满足您的业务需求。它还为大型企业提供企业级选项。

With its tiered pricing structure and choices to suit companies of any size, HubSpot Sales Hub and its sales analytics features are worth considering — no matter the scale or nature of your business.

2。Power BI

Price:计划起价为每月$ 9.99

Power BI是Microsoft的销售分析软件和数据可视bob电竞官方下载化资源。这是一个全面的分析解决方案，可从各个销售人员到整个公司的整体范围，使您的整个组织都可以访问适当的销售分析数据，以告知更智能，更有效的销售工作，从上到下。bob全站app

该平台包含大量强大的分析资源。bob体育苹果系统下载安装它提供了数百种不同的数据可视化方法，各种内置的AI功能，结构良好的Excel集成以及预先构建和自定义数据连接器 - 所有这些连接器都受到行业领先的安全性和数据损失保护的支持和保护框架。

图像来源：Microsoft

The Power BI "Pro Plan" starts at $9.99 per individual user, so it can suit the needs of smaller businesses as they expand. However, that plan is tailored specifically for self-service business intelligence.

它最强大的功能套件包括其“高级计划”，这是一种企业级解决方案，起价为每月4,995美元。因此，尽管较小的组织可以利用该平台，但其全部功能保留给大型企业。

3。MaxG

Pricing:计划每个月从49美元

MaxG is a product in a class of its own. It's the world's first B2B sales and recommendation engine. The platform offers intelligent performance insight about and straightforward visibility into your marketing efforts — including content like blogs and CTAs.

真正使Maxg独一无二的原因来自于该信息的设法。通过AI的力量，该平台可以将这些一般见解转化为可行的建议on how to improve your sales and marketing efforts. MaxG also contains an industry benchmarking feature that lets you compare your data to your competition.

Image Source: MaxG

MaxG's industry benchmarking tool is available for free, but access to the rest of its features starts at $49 per month. It also has an enterprise-level plan available for $4,990. If your business is looking for an analytics solution that can offer quick-hitting, meaningful recommendations to improve your sales and marketing efforts as you go, check out MaxG.

4。Zoho Analytics

Price:Plans starting at $22 per month

Zoho Analytics is a self-service BI and data analytics software with extensive integrative capabilities and particularly versatile and attractive data visualization resources. The platform allows you to channel massive volumes of raw data into actionable, straightforward reports — all carefully organized on a sleek interface.

该平台尤其值得注意，因为它能够从各种来源融合大量数据。如果您将数据存储在多个来源（例如HubSpot，Excel和Google Cloud Storage）中，则Zoho Analytics可以轻松地将它们组合在一起，并将这些信息的广度转换为跨职能报告和仪表板。

图像来源：Zoho Analytics

Zoho Analytics' pricing structure features plans that suit businesses of any size. Its lowest-priced option costs $22 per month and comes with a wide, dynamic range of features for up to two users.

其余的层面相对便宜且量身定制，以适应您的业务需求。如果您在市场上寻求价格合理的选择，这将保持reasonably priced as your company grows, take a look at Zoho Analytics.

There's a host of other sales analytics tools worth your consideration, includingDatabox，，，，Grow.com，，，，Plecto，，，，Demand Sage，，，，Domo，，，，Dear Lucy，，，，and超对准. Finding the right tools for your business will hinge upon the resources you're currently leveraging, the scale of your sales efforts, and which specific metrics and objectives you're looking to account for.

进行销售分析似乎是一项强大的，无法访问的事业，但这并不一定。借助正确的工具和一些指导，在尝试改善销售工作时，该过程可以简单，平稳且非常有用。