Global Healthcare Technology Company Achieves Real-Time Sales Insights With Power ON

A global healthcare technology company faced significant challenges with sales pipeline tracking and data management. With systems accessibility issues, delayed data updates, and fragmented data for reporting, their sales teams and leadership struggled to make timely, informed, and strategic decisions. By implementing Power ON from insightsoftware, our customer transformed its sales opportunity tracking, seeing positive results within 30 days. With Power ON, sales teams began quickly updating data in the field, giving an accurate picture of activities for leaders to form insights into what was working well. Within 90 days, the company’s global leaders reported increased trust in decision-making data, enhanced visibility into sales opportunities, and higher morale among their sales teams.

• Improved speed in scenario modeling and forecasting

• Ease of use, with strong adoption within 30 days

• 3X the number of sales opportunities in the pipeline

• Real-time data collaboration for faster decision-making

• Streamlined planning workflow within Power BI

• Reduced reliance on manual processes and disconnected spreadsheet software

Our health tech customer operates across a competitive and data-driven landscape. Despite using tools like Salesforce for account management and Power BI for sales metrics, our customer's sales processes were bogged down with inefficiencies.

• Limited Accessibility: Sales representatives working in remote locations faced difficulties updating Salesforce due to reliance on laptops and sometimes poor Internet connections. Accessibility and time constraints led to delays in updating data, sometimes by up to three weeks.

• Fragmented Data: Sales teams had to access multiple platforms, including SAP and Salesforce, to compile necessary data for reports, resulting in siloed workflows. Territory managers struggled to quickly connect the dots between reports from different tools.

• Data Integrity Issues: Delays and gaps in sales data resulted in leaders losing trust in reports. Regional leaders struggled to explain sales performance or create accurate forecasts because of outdated data and incomplete insights.

• Operational Lag: Excessive administrative work reduced time spent on strategic activities. Delays in gathering comprehensive data hampered swift decision-making and slowed the customer's ability to respond to sales challenges.

These hurdles not only made tracking sales performance cumbersome but also affected team morale and leadership’s confidence in the pipeline. The company needed a unified solution to streamline its data input, planning, reporting, and forecasting capabilities within its existing Power BI environment.

To improve its sales management, the health tech company chose Power ON, an innovative solution that enhances data management within Power BI. By implementing Power ON, the company transformed its ability to use Power BI with remote sales teams as an agile planning, collaboration, and forecasting tool. Using Power ON’s real-time data write back capabilities, sales reps and field managers could interact with live data directly within Power BI. Live updates enabled faster, more accurate scenario modeling and budget adjustments. “Power ON enabled us to bridge the gap between planning and data analytics. The transition to real-time collaboration in Power BI was seamless, and our teams are making faster, smarter decisions every day,” the customer’s business intelligence (BI) director said. As sales leaders evaluated tools, they considered several important goals.

When choosing a solution, the BI director said, “ease of use was our primary driver.” With Power ON, field teams could update sales pipelines on the go. Inline editing allowed multiple users to interact with data in real time, streamlining updates and reducing administrative work. Getting buy-in from the sales team was important, and they were immediately enthusiastic about using the new solution. Actually, “thrilled” was the word the BI director used. Power ON’s spreadsheet interface ensured high user adoption because employees could work in a familiar environment without extensive training.

Sales leaders also needed to be able to pull in data sources from outside Salesforce to ensure a more comprehensive, holistic view of sales performance in a specific sales territory, a region, and the entire nation. Power ON’s integration with existing workflows allowed seamless data consolidation, reducing the need to take extra steps to combine data from disconnected tools. This reduced siloed data and gave sales leaders a unified view of company operations.

Power ON’s implementation was completed within 90 days, exceeding the customer’s expectations. Real-time support from the Power ON team ensured a smooth setup, and the intuitive platform made adoption easy for teams at all levels. Within 30 days of use, sales leaders were pleased to see updated sales opportunity data, accurate information, and data connections to enrich business insights and future decision-making.

Because of healthy user adoption, faster data updates, and comprehensive views, sales opportunities reflected in the system tripled in just one month. The data integration and new, holistic views supported more advanced business modeling and planning. Sales leaders were able to dig in and give more specific guidance to reps in the field about strategic opportunities to pursue.

Within 90 days of using Power ON, the company’s global leaders reported increased trust in decision-making data, enhanced visibility into sales opportunities, and higher morale among their sales teams. Using up-to-date data and connected systems, sales teams in the field could get data more quickly about the opportunities they needed to pursue. The ability to deliver quick and accurate data restored trust and showed the sales teams that leadership was commitment to improving processes. Sales leaders could rely on timely and trustworthy insights into sales opportunities in the pipeline. This unified framework empowered cross-functional teams to collaborate more effectively and improved the speed of critical business decisions.

Power ON’s flexibility allowed the customer to tailor the tool to fit specific sales processes. Features like account-specific data views and territory-focused reporting ensured relevance for all users, from sales reps to regional directors. The customer praised Power ON’s flexibility. “It allows us to customize the fields to match exactly what we're looking for,” the BI director said.

In a short time, Power ON delivered measurable improvements in efficiency and decision-making processes. Sales teams captured data faster and integrated their updates with other sales process reports, cutting down planning cycles significantly. Company leaders reported higher satisfaction and adoption rates due to the seamless and intuitive interface. Overall, Power ON enhanced leaders’ ability to make intelligent, data-driven decisions with speed and precision. Our customer’s leadership regained confidence in the data, enabling better forecasting, improved performance tracking, and an ability to identify and replicate best practices across regions. “The insights that you can pull from aggregating data and looking at trends really are powerful,” the customer’s BI director said. By choosing Power ON, our customer successfully addressed long-standing challenges in its data management and sales operations. Moving forward, our customer intends to leverage Power ON’s capabilities to develop advanced dashboards and expand adoption across additional regions. This strategic alignment ensures consistent growth and continued success.

Power ON transforms Power BI into a complete planning, forecasting, and collaboration solution that offers more control and flexibility over your data with a familiar spreadsheet user interface and input experience. Collect and write back data in real-time, create forecasts and what-if scenarios, and comment and discuss your findings, all within Power BI. If your organization is ready to transform data management and empower decision-making, explore how Power ON can elevate your operations. Book a demo today!