Turn sales data
into decisions.
Decisions into action.
Connect commercial data, field signals and pipeline intelligence to improve targeting, forecasting, productivity and revenue decisions.
- ✓ Market Intelligence
- ✓ Account Intelligence
- ✓ Sales Analysis
- ✓ Field Intelligence
- ✓ Decision Support
- ✓ Sales Reporting
Reporting, analysis and decision support for sales leaders
Sales Intelligence turns commercial, market and field data into reporting, analysis and decision support. Marconix delivers it as a service that works alongside the client’s existing CRM and sales systems, so sales leaders can see more clearly where to focus and what to do next.
- What it covers
- Market intelligence, account intelligence, field intelligence, sales reporting, analysis and decision support.
- Who it is for
- Sales leaders and managers who need clearer visibility of the market, the field and the funnel.
- How it fits existing systems
- It sits alongside the client’s CRM and sales systems. It does not replace a CRM.
- How it is delivered
- Scope is discussed with each client, including whether the requirement is for intelligence alone or alongside Marconix execution services.
Built for teams that need to decide, not just report
Sales Intelligence suits businesses that already collect sales and field data but find it hard to use. The service is designed around the decisions that sales leaders and managers make, and scoped to the client’s data, markets and sales process.
Problems Sales Intelligence helps address
These are common challenges in using sales data. The right scope for each business is agreed during the engagement.
Data held in separate places
Sales, field and market information sits in different systems and formats. Consolidating it gives one picture to work from.
Reports that describe but do not guide
A report that shows what happened does not say what to do next. Analysis and decision support close that gap.
Limited visibility of the field
Managers often cannot see what happens in outlets or on visits. Field intelligence makes it visible.
Unclear account and market priorities
Without clear signals, effort is spread evenly rather than where it counts. Intelligence helps focus it.
Inconsistent definitions
When teams define the same metric differently, numbers are not comparable. Standard definitions fix this.
Six areas of sales intelligence
Which areas are in scope is agreed for each client.
Market intelligence
Understanding demand, competition and opportunity in the markets the client sells into.
Account intelligence
Prioritising accounts and reading buying signals.
Field intelligence
Capturing and reporting what is observed on visits and in outlets, such as coverage and execution.
Sales reporting
Consistent reporting on the funnel, productivity and conversion.
Analysis
Finding trends, gaps and opportunities in sales and field data.
Decision support
Turning findings into priorities and recommended actions, reviewed with the client’s managers.
What can I hire Marconix Sales Intelligence to do?
Most engagements start from one of these needs. Scope, data sources and commercial terms are agreed for each client.
Understand the market and competition
Market intelligence on demand, competition and opportunity to inform where to focus.
Best forBusinesses making targeting or expansion decisions.
Prioritise accounts
Account intelligence and buying signals to help decide which accounts deserve effort first.
Best forTeams with more accounts than they can work at once.
See what is happening in the field
Observations from visits and outlets are captured and reported so field activity is visible.
Best forBusinesses that sell through field teams or outlets and lack visibility.
Get consistent sales reporting
Standard definitions and regular reporting on the funnel, productivity and conversion.
Best forLeaders who receive reports that do not agree.
Analyse performance
Sales and field data analysed to show trends, gaps and opportunities.
Best forTeams that hold data but have not had time to analyse it.
Turn insight into sales action
Findings become priorities and recommended actions, reviewed with the client’s sales managers.
Best forTeams that have information but unclear next steps.
Ways to use the service
- Alongside your existing CRM and sales systems
- For an in-house sales team, with scope discussed in the proposal
- Alongside Marconix Field, Inside or Channel execution, where the requirement includes it
Scope, data sources and commercial terms are agreed for each engagement rather than fixed in advance.
From data to decisions
Intelligence is only useful if the data is reliable and the findings reach the people who act on them. Four mechanisms provide that.
Data consolidation
Relevant commercial and field data from the client’s sources is brought together. Sources are agreed for each engagement.
Standard definitions
KPIs and definitions are standardised so that numbers mean the same thing across teams.
Regular reporting
Findings are reported on a cadence agreed with the client.
Review with managers
Findings are reviewed with sales managers and turned into actions.
The Marconix sales intelligence process
A six-stage sequence, adapted to the client’s data and the decisions it needs to support.
- Step 01
Collect
Connect the relevant commercial and field data.
- Step 02
Standardise
Agree definitions and standardise the data.
- Step 03
Analyse
Find trends, gaps and opportunities.
- Step 04
Recommend
Turn findings into priorities and recommended actions.
- Step 05
Act
Sales teams and managers act on the recommendations.
- Step 06
Measure
Close the loop with outcome data.
What Sales Intelligence reports on
Six reporting areas cover the funnel, the field and the decisions they inform. Measures and definitions are agreed with each client.
Funnel and pipeline
Where opportunities sit in the funnel and how they move.
Conversion
How leads and opportunities progress between stages.
Sales productivity
Activity and output per seller or team against the plan.
Coverage and field activity
Visits, outlets and accounts covered against the plan, where field data is available.
Account priorities
Which accounts and markets are ranked for attention, and why.
Forecast inputs
The data points that inform targets and forecasts.
Marconix does not publish performance benchmarks for this service. Reporting areas and definitions are agreed with each client.
Trusted by businesses across industries.
Businesses that have worked with Marconix across its services. The logos represent businesses that have worked with Marconix across its services and do not indicate which service each business used.
How a Sales Intelligence engagement works commercially
Engagements begin with a conversation about the client’s data, sales process and the decisions to be supported.
- 01
Conversation
Marconix learns about the client’s data, sales process and decisions.
- 02
Proposal
A proposal covers the scope, data sources, reporting and review cadence.
- 03
Commercial terms and timelines
Both are discussed and confirmed in the proposal.
Sales Intelligence FAQs
Clear answers to the questions buyers ask most.
What is sales intelligence?
Sales intelligence combines market information, account signals, field observations and sales performance data to show sales teams where to focus and what to do next. At Marconix it takes the form of reporting, analysis and decision support.
What is the difference between sales, market and field intelligence?
Market intelligence covers demand, competition and opportunity. Account intelligence covers which accounts to prioritise and the signals around them. Field intelligence covers what is observed on visits and in outlets. Sales reporting and analysis cover the funnel, productivity and conversion.
Does sales intelligence replace a CRM?
No. A CRM records customers, activities and deals. Sales intelligence analyses that data together with market and field information to support decisions. Marconix’s service sits alongside the client’s existing CRM and sales systems.
What data sources can Sales Intelligence use?
Sources are agreed for each engagement. They can include the client’s CRM and sales data, field visit and outlet data, and market observations. Marconix standardises the data into consistent definitions before analysis.
Can we buy Sales Intelligence without outsourcing our sales team?
Whether Sales Intelligence is scoped on its own or alongside Marconix execution services such as Field Sales, Inside Sales or Channel and Partner Sales is discussed and agreed with each client. Marconix confirms the scope in the proposal.
How does Marconix turn insight into action?
Findings are turned into priorities and recommended actions, which Marconix reviews with the client’s sales managers. The sales team then acts on them, and outcome data closes the loop.
How is client data handled?
Client data is used for the agreed engagement. Access, confidentiality and data-handling terms are agreed with each client in the engagement documents.
How does Sales Intelligence work with Marconix’s other services?
It can support execution services such as Field Sales, Inside Sales and Channel & Partner Sales by making field activity, funnel performance and account priorities visible. The services can be combined where a client’s program calls for it.
How does a Sales Intelligence engagement begin?
An engagement begins with a conversation about the client’s data, sales process and the decisions to be supported. Marconix then prepares a proposal covering the scope, reporting and review cadence, and commercial terms and timelines are confirmed in that proposal.
Discuss your Sales Intelligence requirement
Share your data, sales process and the decisions you want to support. Marconix will prepare a proposal covering the scope, reporting and review cadence.