For over two decades, 4Secure has specialised in cyber security consultancy, protecting critical infrastructure by securely bridging air-gapped networks. Their innovative cross-domain solutions enable safe data transfer between Operational Technology (OT) and Information Technology (IT) environments. 4Secure offers tailored services, either managing cyber security efforts or collaborating with existing teams, to meet specific client needs and enhance organisational efficiency amidst a dynamic cyber threat landscape.
The Challenge
4Secure faced significant challenges in accurately forecasting their sales, lacking the in-house capabilities, skills, and capacity needed to develop a reliable forecasting process. Despite previous attempts to solve this problem independently, they were unable to find an effective solution. They required a precise and actionable method to predict sales revenue, with the ability to break down these forecasts into detailed segments, leading them to seek external expertise.
▹ Lack of Accurate Sales Forecasting: 4Secure struggled to accurately forecast their sales due to the absence of a reliable forecasting process.
▹ Insufficient In-House Capabilities: The company lacked the necessary skills and capacity within their team to develop and maintain an effective forecasting system.
▹ Failed Independent Attempts: Despite previous efforts to address the issue internally, 4Secure was unable to find a successful solution.
▹ Need for Detailed Revenue Breakdown: They required a method to predict overall sales revenue and break down these forecasts into more detailed segments.
The Solution
Aspire CRM conducted a comprehensive assessment of 4Secure’s existing sales processes, working closely with their team to understand their specific forecasting requirements. We designed and implemented a custom forecasting tool that allowed 4Secure to accurately predict both overall revenue and revenue by individual products. This tool was integrated with detailed reporting capabilities, enabling the company to gain granular insights into their sales performance. Additionally, we created user-friendly dashboards that visualised data in various formats, making it easier for stakeholders to interpret and act on the information. To ensure long-term success, we provided training to 4Secure’s team, empowering them to manage and generate reports independently.
▹ Requirement Analysis: We asked detailed questions to identify 4Secure’s forecasting needs, preferred methods, and timelines.
▹ Custom Forecasting Tool: Designed and implemented a bespoke forecasting tool tailored to 4Secure’s requirements, enabling forecasting by overall revenue and by revenue from specific products.
▹ Detailed Reporting: Developed a range of reports that provided both high-level and granular insights, breaking down revenue forecasts by product and geographic territory.
▹ Dashboards and Visualisation: Created multiple dashboards to visualise data in various formats, making it easy for different stakeholders to consume and understand.
▹ Self-Sufficiency Training: Ensured that 4Secure’s team could independently generate their own reports, fostering long-term self-sufficiency.
The Results
The implementation of Aspire CRM’s solution brought substantial benefits to 4Secure. The company can now reliably forecast overall business revenue and break down these forecasts by individual product lines and geographic territories. This new capability has significantly enhanced decision-making, enabling stakeholders to visualise and interpret data through comprehensive reports and dashboards. Additionally, 4Secure’s team is now equipped to manage their own reports, ensuring ongoing adaptability and growth.
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Improvement in forecast accuracy
Boost in decision-making efficiency
Reduction in dependency on external consultants
WHAT our CUSTOMERS ARE SAYING
Customer Testimonials
“The process from our initial inquiry right through to project delivery was very smooth and professional. The team explained every step in detail and worked with our timelines for the project roll out which was very refreshing. As a small team, we had limited resources so having the dedicated support to help manage the set up was fantastic.”
I would give 6-stars if i could to AspireCRM. They are a group of professional, passionate and talented individuals that understood my unique business model, my customers and my own unique process’s and subsequently built me an bespoke CRM system with Salesforce.”
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