2016 GLOBAL MEETING VOSS CRM

Slides:



Advertisements
Similar presentations
Customer Relationship Management (CRM) Case Study.
Advertisements

Sage Insights 2015 Using the mobile and social benefits of Sage CRM to enhance your business. Ocean Helberg. Senior CRM Consultant.
Customer Relationship Management ANGLER Technologies Empowering e-Business by ANGLER TechnologiesANGLER Technologies.
Chart Your Course to Business Success On Target Business Intensive: Session 7 May 8, 2012 Advisors On Target 1.
Brought to you by... A developer of CRM software for SMEs and work groups of larger firms. A developer of CRM software for SMEs and work groups of larger.
On Target Contractor’s Blueprint Chart Your Course to Business Success On Target Business Intensive: Session 8 November 14, 2013 Advisors On Target 1.
Chart Your Course to Business Success On Target Business Intensive: Session 6 May 1, 2012 Advisors On Target 1.
Sales, Marketing & Retention Strategies September 17, 2009 Presented by: Jodi S. Graham
Building Customer Relationship “Service is so great an opportunity for the company that our vision for the next century is that GE is a global service.
Integrated Marketing and Patient Acquisition Jason Tuschman Red Spot Interactive.
CS507 Information Systems. Lesson # 12 CBIS from Functional View Point.
CLOUD BASED CRM APPLICATION CRM software solutions help you to manage your business customers and streamline all facets of customer interaction. Using.
Full Name | Company | Job Title | Tips on how to Maximize YOUR usage with YOUR current CRM Chris Gardiner – OptionSoft CRM.
January 2016 Demo and Training NetApp Content Syndication.
April 2016 Demo and Training NetApp Content Syndication.
Mobile App Design Trends 2017
Building Your Business Plan to Achieve Maximum Success in 2017 Presented by Nichole Foss MLO
Eyes Wide Open A little about us…..
CUSTOMER RELATIONSHIP MANAGEMENT
Limited.
An Overview of the Source1 Program
MEETING PLANNER SATISFACTION TRACKING SOLUTION
The Next Level of Business Development
Generating Business Value through High Quality Insight
What is CRM ? Customer Relationship Management (CRM) is an information industry term for methodologies, software, and usually Internet capabilities that.
Cloud University Live: 8 Steps to Build Your Cloud Go to Market Plan
Career Ready and Programme updates
9 Selling Your Product Section 9.1 Principles of Successful Selling
Case study 05 Ana-maria casian, Natalija mitrovic, sam tecle, clyde pietro & ryan davies.
Time and Territory Management
Quality Assurance System Field Service Automation
ServiceNow® Integration Platform powered by Informatica®
We Provide Social Media Solutions That Work for You
Information Systems in Organizations 4
Digital CB Business Solutions - CoffeeBot
SuiteCRM – Magento Integration
Blackburn College Employer Portal
Carl Holmes Christy Lee
OnContact CRM Customer Relationship Management
The 4 Sales Processes You Need Making Sense of how to Automate Sales
We Design Your Success....
Michelle Chan 1 November 2011
Learn how Sage CRM partner add-ons can help you target new customers
Information Systems in Organizations 4
Sales Managers Meeting
Information Systems in Organizations 4
9 Selling Your Product Section 9.1 Principles of Successful Selling
Wine Marketing Paul Wagner, President, BALZAC
Information Systems in Organizations 4
Information Systems in Organizations 4
Information Systems in Organizations 4
Mapping your way to Profitability
9 Selling Your Product Section 9.1 Principles of Successful Selling
Quality Assurance System Field Service Automation
Your Success Is Our Standard!
Achieving Your KPI’s – District 30 Minute Training
Core Competencies of a World Class Customer Advisory Board
Rethinking Sales Management
Sales Meeting Week of XXX
!Sell Basics: How to use the system
Use Cases.
Sales Meeting Week of XXX
Information Systems in Organizations 4
UNIT I UNDERSTANDING SERVICES MARKETING AND CRM
Real Estate CRM is the handy CRM software for Real Estate Developers that focus on customer’s best interest. CustomSoft has launched best CRM software.
Information Systems in Organizations 4
Business Intelligence & Sales Productivity
Social Media Marketing Strategy Template
That’s Generated Millions in Revenue for 1000’s of Businesses Worldwide… and Can Do The Same for YOU! LONDON COACHING SERVICES 5 STEPS TO FREEDOM PROCESS.
Presentation transcript:

2016 GLOBAL MEETING VOSS CRM © Voss of Norway AS

The Importance of being Organized…. “ By Failing to Prepare you are Preparing to Fail” - Benjamin Franklin “ If you don’t know where you are going, you’ll end up someplace else” - Yogi Berra

What exactly is a CRM? Customer Relationship Management (CRM) is a term that refers to practices, strategies and technologies that companies use to manage and analyze customer interactions and data throughout the customer lifecycle, with the goal of improving business relationships with customers, assisting in customer retention and driving sales growth.

USOP Weekly Agenda / Daily Administration Monday September 8, 2014 1 aJOe’s Restaurant – 1 Smith Street Joe Smith  Meet new bar manager- set up wait staff seminar- present 375ml. 2 aPatrick’s Restaurant - 1 Mott Avenue Patrick - Woner   3 ac buyer name 4 account name 5 Each USOP Brand Manger maps out there weekly account trade call agenda at the start of the week – minimum of 40 targeted calls per week. Each day of the week contains 10 sections for account calls (8 minimum) List the account name (full address) and buyer/contact person's) full name. In the open section list your preplanned objectives for each account call. This same section is used as our recap from your day. We document all call notes in a different color so as to differentiate your call results from your pre-plan. Monday 8 - September 1 Joe’s Restaurant – 1 Smith Street, New York City. Joe Smith Meet new bar manager- set up wait staff seminar- present 375ml. New bar manager Bob is a big fan of the brand, wait staff seminar scheduled for 6/15 4pm, 20 waiters. Agreed to bring in 3 of each sku of 375ml in addition to the 800ml they have been carrying. * NEW PLACEMENT

USOP Brand Manager Daily / Weekly Recaps Brand values Recap of Each Day’s Details USOP Brand Manager Daily / Weekly Recaps Daily RECAP 12 # of Account Calls 6 # of Target Account Calls 2 # of Active Voss Account Calls 1 # of NEW Voss Accounts Opened. 20 # of Voss Cases Sold (shipped cases) 4 # of Pending Accounts (Follow Up) 7 # of Hotel Calls 3 # of Restaurant Calls # of Bar/Nightclubs # of Other Accounts # of Wait staff Seminars 5 # of Voss 375ml Glass Sold. Weekly RECAP 44 # of Account Calls 28 # of Target Account Calls 12 # of Active Voss Account Calls 2 # of NEW Voss Accounts Opened. 74 # of Voss Cases Sold (shipped cases) 18 # of Pending Accounts (Follow Up) 25 # of Hotel Calls 16 # of Restaurant Calls 3 # of Bar/Nightclubs # of Other Accounts # of Wait staff Seminars # of Voss 375ml Glass Sold.

USOP Brand Manager Monthly / Quarter Recaps Brand values Recap of Each Day’s Details USOP Brand Manager Monthly / Quarter Recaps Monthly RECAP 142 # of Account Calls 118 # of Target Account Calls 62 # of Active Voss Account Calls 4 # of NEW Voss Accounts Opened. 190 # of Voss Cases Sold (shipped cases) 88 # of Pending Accounts (Follow Up) 78 # of Hotel Calls 55 # of Restaurant Calls 6 # of Bar/Nightclubs 3 # of Other Accounts # of Wait staff Seminars 36 # of Voss 375ml Glass Sold. Quarterly RECAP 405 # of Account Calls 352 # of Target Account Calls 112 # of Active Voss Account Calls 9 # of NEW Voss Accounts Opened. 290 # of Voss Cases Sold (shipped cases) 307 # of Pending Accounts (Follow Up) 221 # of Hotel Calls 172 # of Restaurant Calls # of Bar/Nightclubs 3 # of Other Accounts 11 # of Wait staff Seminars 70 # of Voss 375ml Glass Sold.

2015 USOP Trade Call Management Review Brand values Recap of Each Day’s Details 2015 USOP Trade Call Management Review 2015 Year End RECAP 19,341 # of Account Calls 14,868 # of Target Account Calls 5,468 # of Active Voss Account Calls 721 # of NEW Voss Accounts Opened. 243,673 # of Voss Cases Sold (shipped cases) 4,038 # of Pending Accounts (Follow Up) 12,571 # of Hotel Calls 6,382 # of Restaurant Calls 291 # of Bar/Nightclubs 97 # of Other Accounts 171 # of Wait staff Seminars 81,288 # of new VOSS cases sold . 19,000 + US On-Premise Account Calls: 400 account calls per week (average) 28% of account calls active accounts. 65% Hotels 33% Restaurants 1.5% Nightlife 0.5% Other

VOSS CRM Objectives Team Development National Accounts VOSS CRM Evolution & Optimization of the VOSS WAY Sales Process VOSS CRM Institutionalize VOSS Sales Customer Data Distributor Management

Weekly Preplan

Customized Dashboards Updating all activities: Opportunities, Leads, Targets

Customized Dashboards Smartphone APP Activities: Opportunities, Leads, Targets

Distributor Management Profiles Specific Account Data Contact Information Depletions by Month Activity Log can include Emails, Notes, Tasks, Appointments, Phone Call details.

Distributor Management Profiles

Customized Account Profiles Depletions By Package by Month Account Details / Contact Activity Logs all Emails, Notes, Tasks, Appointments, Phone Call details.

Customized Account Profiles

Director Organizational Dashboard

VOSS CRM End Game The continued advancement & optimization of our VOSS Field Sales Account Call Administration, Communication & Time Management process for continued growth & development of both our VOSS Team & VOSS Business – we need to evolve our sales process as our brand & category continue to evolve. Institutionalizing all VOSS Sales & Customer Data – this is the gateway to e-marketing initiatives, target account identification, custom account programming, distributor data mining, pricing / spend per case management & non-focus market management. The VOSS CRM will build & Establish a foundation for the continued growth of our company & brand.

Seamless - Tracking, Reporting, Communication & Follow Up The VOSS CRM platform is a needed tool at this stage of our business development MORE - Time to Sell Seamless - Tracking, Reporting, Communication & Follow Up BETTER - Planning (Week, Month, Quarter & Year) FASTER - Response – (Distributors, Customers & Opportunities) INCREASE – Business Development SHARED - Resource + Visibility ENHANCE - Customer Engagement & Distributor Accountability