Sales Target
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Transcript of Sales Target
Sugar
Sales Planning
©2015FellowConsulting AG 2
FieldSalesManagement
ChrisOliverSales Manager
TimSchmidtFieldSales
©2015FellowConsulting AG 3
Creating of aTarget(classification,year,visits,...)
OverviewTargetlist
ChrisOliverSalesManager
Sales Manager– CreateTargets
©2015FellowConsulting AG 4
By clicking the arrow thesales representitiverecieves allimportantinformations of thecustomer
Customerbase&
Visit report inasinglefunktion
TimSchmidtFieldSales
FieldSales
©2015FellowConsulting AG 5
Customerbase overview
• Address• Contact person• Phonenumber• Comments• Last&NextVisit
©2015FellowConsulting AG 6
Visit report
• Orderoverview• Additionalactivities• Comments&To Do´s• Immidiately placing of order• CrossSelling information
©2015FellowConsulting AG 7
Theplacing oforder takingplaceimmidatelytothe responsibleemployeeasPDFE-Mail.
KUNDENSTAMM
Kunde CloudyView
Kundennummer
Adresse Anzingerstr. 22 85586 Poing
Phone +498912345
Bestandskunde
Kundenrückmeldung
Kommentar
Datum 23/09/2015 08:00
AUFTRAG
Auftrag erteilt Ja
Auftrag ausgeführt KS
Auftragswert 5000
WEITERE AKTIVIÄTEN
Crosseling
Mühle eingestellt
Einsatz POS Material
Qualitätscheck
Mitarbeiter geschult
Kommentar & To Do'snächster besuch
Emailto the Sales &Customer
©2015FellowConsulting AG 8
Demo
https://demo.sugaropencloud.eu/fellow_vert/seed1/MesseStuttgart/Loginwith Chris
