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Building a B2B Sales & Marketing Tool with Powerful Insights + Forecasting Capabilities


Business Transformation


General Business (B2B)

In the competitive world of B2B sales and marketing, access to reliable real-time data on

potential clients and their financial goals is critical. The right data enables businesses to make

informed decisions about which prospects to pursue, set realistic financial goals, and execute a

well-informed plan for future growth.

WCG created a comprehensive sales and marketing tool, specifically for B2B companies, designed to help businesses assess potential clients, forecast revenue, and evaluate investment and ROI. Our tool provides the capability to easily gather and analyze financial data on prospective clients, including revenue growth, profitability, and liquidity.

A key capability of our tool is the analysis of market trends, identifying gaps and providing insights into market penetration. Businesses can use this information to identify opportunities for growth and expansion, particularly when looking to diversify product offerings or expand into new markets.

Our tool offers powerful forecasting capabilities beyond data gathering and analysis. By analyzing historical data and trends, our tool can forecast future revenue, giving a clear picture of the financial future and aiding businesses in making informed decisions around growth and the strategic allocation of resources.

The user-friendly interface with customizable reports, and visualizations, allows businesses to interpret and share data effortlessly with key stakeholders. Its adaptability ensures that the tool can be tailored to meet the specific needs of the business, and seamlessly integrate with other existing systems and tools.

To build this powerful tool, our team leveraged a number of emerging Microsoft technologies, including the Microsoft Power Platform, Power Apps, Power Pages, and AI builder. These technologies allowed us to create a highly customizable and scalable solution that can grow and evolve with your business. 

WCG’s tool can take businesses’ B2B sales and marketing to the next level. From small startups to large enterprises, our tool can help identify new opportunities, forecast revenue, and make informed decisions to drive growth.

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