Sales Performance Enhancement

Prepare for sales calls with real-time customer data in under 2 seconds

Jonathan Hubbard
Jonathan Hubbard
March 4, 2024

Field sales is a domain where efficiency translates directly into success. The swift retrieval of critical customer data can dramatically improve a sales representative's performance, turning the cumbersome process of preparation from a lengthy ordeal into a matter of mere moments. 

This shift towards rapid data access isn't merely a matter of convenience—it's revolutionizing the sales landscape, making agility a key asset in the competitive arena of field sales. Building on the insights shared in our series opener, we delve deeper into how real-time data serves as the linchpin in navigating the multifaceted challenges faced by field reps.

Numerik emerges as a beacon in this journey, offering an unparalleled approach to harnessing data for enhancing sales efficacy and forging stronger customer connections. This blog underscores the critical importance of immediate data access in sales strategy formulation and execution, showcasing how Numerik is redefining the standards of sales excellence.

The need for speed in sales preparation

Understanding the customer's needs, preferences, and history is paramount in field sales. However, the traditional methods of gathering this information are time-consuming and often impractical in the field. This is where the power of real-time customer data dashboards come into play. Real-time dashboards equip sales reps with the latest information on customer interactions, preferences, and purchasing history, enabling them to make informed decisions swiftly and confidently.

The power of share of wallet

A key concept in maximizing sales effectiveness is understanding and increasing the 'share of wallet,' which refers to the percentage of a customer's total spending that is captured by a company. By accessing comprehensive data on what products a customer is buying, what they are not, and how they compare to others in their industry, sales reps can identify opportunities to increase this share. This is not just about pushing products but about tailoring solutions to the customer's needs, thereby enhancing value and loyalty.

Numerik’s revolutionary approach

Numerik revolutionizes sales preparation by providing instant access to this critical data through its customer dashboards. These dashboards aggregate data from various sources, presenting it in an easily digestible format that reps can access within two seconds. This rapid data retrieval is made possible by Numerik’s sophisticated backend system, which continuously synchronizes with the company's database, ensuring that the information displayed is always current.

Key Data Points at Your Fingertips:

  • Total Revenue and Gross Profit: Understand the financial value of the customer relationship.
  • Recent Purchases: See what the customer has bought recently and identify potential upsell opportunities.
  • Buying Patterns: Compare current purchases with historical data to spot trends or changes in buying behavior.
  • Pending Orders: Check for any outstanding orders that may need follow-up.
  • Opportunities and Forecasts: Access insights into potential sales opportunities and future revenue projections.

This wealth of information allows reps to enter sales calls fully prepared, with a clear understanding of the customer's needs and how they can offer value. It shifts the focus from selling to solving, thereby enhancing the customer experience and building stronger relationships.

Real-life impact

Imagine a field sales rep in the construction supply industry, responsible for managing accounts with hardware stores and contractors. Before a sales call, they can quickly access Numerik's dashboards to see a detailed breakdown of a customer's recent purchases, pending orders, and buying patterns compared to similar businesses in the area. With this information at their fingertips, the rep can identify potential gaps in the customer's inventory and prepare a targeted sales pitch focused on the specific products they need, saving valuable time and increasing the likelihood of a successful sale.

Many sales tools require reps to navigate through multiple screens or reports to gather relevant customer data, which can be time-consuming and inefficient, especially for field reps on the go. Numerik's ability to provide a comprehensive customer overview within two seconds is a game-changer, allowing reps to prepare for sales calls quickly and efficiently, without sacrificing the depth of information they need.

Traditionally, field sales reps would rely heavily on their knowledge of the customer and personal relationships to guide their sales strategies. While this approach is still valuable, Numerik enhances it by providing data-driven insights that complement the rep's personal expertise. With Numerik, reps can better understand their customers' needs, challenges, and opportunities, enabling them to offer more targeted and effective solutions, thus increasing their chances of success.


In the fast-evolving landscape of field sales, the ability to quickly access and utilize customer data is a critical success factor. Numerik's innovative platform empowers sales reps to prepare for sales calls in seconds, armed with data that can significantly enhance customer interactions and outcomes. By understanding and increasing the share of wallet, sales reps can unlock new opportunities for growth and customer satisfaction, a strategy we'll explore further in the next post on defending your sales calls with buying group behavior in Numerik.

As you continue through this blog series, you'll discover how Numerik equips field reps with the tools and strategies to drive action and accelerate revenue through data-driven decision-making. Stay tuned as we uncover the power of real-time data in addressing customer objections, identifying product gaps, and ultimately, becoming a more efficient and successful field sales rep.

Numerik: The Ultimate Field Sales App for Maximizing Team Productivity & Performance

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