SBI Releases New Sales & Marketing Data Planning Offering -

SBI Releases New Sales & Marketing Data Planning Offering

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CUMMING, Ga., July 17, 2014 /PRNewswire/ -- SBI, a sales and marketing consultancy focused exclusively on helping B2B companies make the number, announced the release of its new Data Planning service offering.  This service was enhanced after helping dozens of sales operations leaders go from dirty sales data and anecdotal information to accurate forecasts and reports.

The new features added are as follows:

  • Data Assessment- sales and marketing leaders want to make data driven decisions.  The data assessment methodology has been modified to reflect the most common executive data requests.
  • Data Sources- the number of data sources available to sales and marketing leaders has exploded. The new service pulls data in from all the available sources.
  • Data Architecture Plan- the data architecture plan used by many sales operations leaders is outdated and does not reflect the new buyer's journey. This new template collects critical data at each touch point.
  • Data Cleanliness Plan- sales ops leaders are generating dashboard and reports based on dirty data entered by sales teams.  The data cleanliness plan allows sales ops to fix the garbage in, garbage out problem.
  • Data Stewardship Program- with new systems and processes, accountability for maintaining the sales and marketing system of record is critical. This enhancement ensures data quality rules are in place.

"Sales Operations leaders are being asked to use data to increase the predictability of future revenue and allocate selling resources more efficiently.  As the role of sales operations migrates away from tactical report runners to serving as the chief of staff to the head of sales, a new set of capabilities is needed. Data Planning is one of these new critical capabilities." says Aaron Bartels, Partner, SBI.

"We have helped clients who don't have KPIs, have the wrong KPIs or change KPIs too often, fix this through proper Data Planning." continues Bartels. "The reason we are releasing this enhanced version is the pipelines of companies' sales teams are unreliable.  There are too many surprises at the end of the quarter and too many teleconferences to scrub the forecast.  The sales teams are getting bombarded with information requests and this is decreasing time in front of the customer.  All of this is solved through better Data Planning."

SBI is offering a case study review with a Data Planning subject matter expert to qualified executives who would like to learn more.  Contact us for this offer at

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