Optimize commercial performances

SardexPay is the National community of the real economy, where every day thousands of companies throughout Italy exchange goods and services by paying for them in Sardex, thus preserving their Euro account.

In the face of a very strong growth, Sardex has had to develop and manage a sales network made up of a rapidly increasing number of agents, divided into various regions and provinces. Another element of complexity has been not having available from the start a tool capable of collecting data from the various business systems, which would allow to check how many leads arrived, when they began to be processed, and the results of the contacts that took place.


The Data Management for Sales solution has made it possible to have a complete mapping of the processes of lead generation, assignment, processing, and outcome of the negotiation; with distinction by channel, campaign, creativity, region, province, type of customer, agent assigned, and product purchased.

In addition, the unified view on the dashboard of all the aggregated data made it possible to assess the profitability of the “crossover” (e.g. best agent as the ability to close deals by channel); and the identification of process and commercial approach best practices, with measurable improvement in overall sales performance.

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