Agile Impact Metrics

Visualise and understand how you are interacting with your clients - and understand what those interactions are telling you.

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Agile Impact Metrics

5-week, agile, sprint campaigns that drive every part of your business:

  • Statistical Market Intelligence

  • Unique Customer Benchmarking

  • Coaching and Staff Development

  • Strategic Performance Analysis

  • Qualified Pipeline Opportunities

The Opportunity

Turn your customer interactions into transparent, data-intensive insights that drive every part of your business

The Process

Support and equip your front line to drive an insight-led customer conversation

  • Instant opportunity reviews

    automated opportunity analysis information to help you prepare the best action plan

  • Customer scorecards

    complete customer profiles (in pdf) when required

  • Pre-packaged insights

    a weekly 2-pager of customer insights, ready to send to your clients

  • Relevant, tailored insights

    weekly segment- and region-specific debrief calls

AIM
Customer
Insights
  • Client
    Conversation
  • Log The
    Call
  • See Your Client
    Benchmarks
  • Plan Your
    Next Call
  • Share your
    insights
  • Discuss Your
    Insights
  • SPIN every client conversation

    prepared call script using market-leading sales methodology

  • Quick data entry

    10-minute call logging using mobile phones

  • Meaningful client insights

    real-time dashboards that benchmark each of your custocmers against their peers

  • Seamless integration
    to CRM systems

    for consistent, global insights

Instant opportunity reviews

automated opportunity analysis information to help you prepare the best action plan

SPIN every client conversation

prepared call script using market-leading sales methodology

Customer scorecards

complete customer profiles (in pdf) when required

Quick data entry

10-minute call logging using mobile phones

Pre-packaged insights

a weekly 2-pager of customer insights, ready to send to your clients

Meaningful client insights

real-time dashboards that benchmark each of your customers against their peers

Relevant, tailored insights

weekly segment- and region-specific debrief calls

Seamless integration to CRM systems

for consistent, global insights

Client Call Logging

A light-weight, SPIN-based call script that your front line can use to log client calls in less than 10 minutes...using only their thumbs

VX Benchmarks

Enrich your own customer insights by adding a range of our own proprietary benchmarks - sourced from over 2,500 leading industry specialists around the globe

Market Insights

"Over 40% of fund managers in Asia are focusing on DLT - in order to reduce costs. That's led by CEOs and COOs".

Build granular, detailed market insights that drive your client pitches and roadmaps

Customer Insights

"I know you're worried about x, you're under-estimating y and you really should consider z".

Start every client conversation with unique, customer-specific insights.

Business Insights

"My team in Hong Kong are mobilising the most around APIs - but only 40% of their conversations with COOs are turning into opportunities".

Source essential insights on how you are mobilising, where and what is driving your success

Thought Leadership

Partner with global industry associations to lead and shape industry dialogue - even when you're not in the room

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