Success Story.

Smarter Selling: How a Lift Truck Leader Unlocked Customer Value with Analytics

A US-based global leader in designing, manufacturing, and servicing lift trucks and aftermarket parts, the client operates across 25 facilities worldwide with over 5,500 employees. Recognized as a top-tier industrial equipment manufacturer, the company sought to modernize its sales and customer analytics capabilities to stay competitive in a dynamic market.

Business Need

The client faced low customer retention and missed sales opportunities due to outdated dashboards and limited analytics. To drive smarter selling, they needed to:

Identify top, lost, and inactive customers
Analyze churn patterns and buying behavior
Forecast sales using machine learning
Factor in macroeconomic trends
Segment customers for targeted marketing
Shift from basic reporting to predictive insights

Solution

YASH Technologies implemented a strategic analytics solution to elevate customer insights and sales forecasting:

Customer Segmentation: Built RFM dashboards with tailored marketing strategies
Predictive Modeling: Applied time series and hybrid models with 98% forecast accuracy
Macroeconomic Integration: Embedded external indicators into forecasting algorithms
360° Dashboards: Delivered Power BI views of customer value, sales trends, and behaviour

Business Benefits

Enhanced Forecast Accuracy

Reliable, data-driven predictions

360° Customer View

Unified insights across the customer lifecycle

Smarter Demand Planning

Visibility into seasonal and causal trends

Stronger Retention

Targeted campaigns based on segmentation

Deeper Business Understanding

Root cause analysis and benchmarking at scale

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