Qualtrics Panels Research

Executive Summary

I currently work at Qualtrics, a market insights and survey software company. I specifically work in the Panels department deploying different services for corporate and academic accounts alike. Not long after joining the services team, my boss invited me to take leadership in designing reports that will drive more sales from our team. The majority of these reports are built within Salesforce.com, but some of the reports are built within excel. In one of these reports I will be implementing VBA principles in order to automate the report.

This particular report will provide intelligence into the different regions of academia. Often when speaking with professors or deans about the services we have available, sales representatives will be asked for examples of published papers or if other schools are using our services. This report will quickly pull up nearby schools that have spent money on our services, along with any publications that came as a result of Qualtrics services. Ideally this report will allow sales representatives to provide credible examples of how other schools are utilizing our services in order to drive forward more sales with compelling data.