Give your clients the sales analytics their ERP never did
Your clients already have the data. WyzeSales turns it into dashboards, targets, customer segmentation and alerts, refreshed nightly, without you building or running a reporting product.
The data is already in the ERP. The answers are not.
Most ERP and accounting systems record sales well and analyse them poorly, and clients end up in spreadsheets every month. WyzeSales closes that gap.
Nothing for you to build or run
We connect to the client's ERP or accounting database, set up the extract and look after the platform. You stay their trusted advisor.
Each client kept apart
Every client has their own secure space, with role-based access, their own logo and their own terminology, as in our Fynbos Hill demo.
A reason to talk to clients
Dashboards, targets and customer segmentation give clients something they will use every week, and something you can discuss with them.
Sales analytics built from their own numbers
- A dashboard they will open every morningTarget attainment, margin, coverage, customer concentration and returns at a glance.
- A 360° view of salesBy sales person, customer, item, area, region and more, down to the invoice line.
- Customer segmentationWho to thank, who to call, who to win back.
- Budgets, targets and alertsSeasonal forecasts, % to target, and a bell that warns of losses and shortfalls.
- Refreshed every nightNo exports, no spreadsheets, on desktop, tablet or phone.
From introduction to dashboards
Tell us the system
Which ERP or accounting system and version your client runs, and what they want to see.
We connect and map
We connect to the database, set up the nightly extract, and map the client's customers, items, areas and sales people.
Dashboards fill in
Once the first extract has run, the dashboards fill in from the client's own data and stay current every night.
Introduce a client, or bundle us with your services
Whether you want to introduce a client, offer WyzeSales alongside your own services, or simply see how it would look on one of your clients' data, we would like to talk.
Frequently asked questions
Which ERP and accounting systems do you work with?
Is the client's data kept secure and separate?
What access do you need to the client's system?
Can I see it before I introduce a client?
What do the client's users see?
Let's talk about your business
Tell us what ERP or accounting system you run and what you would like to see. We will show you how it looks on real numbers.