Sales Force Brief of current status 1. April. 2014.

Slides:



Advertisements
Similar presentations
CRM project. Agenda Introduction About Project Modules.
Advertisements

Leveraging an Integrated ERP and CRM System - Featuring Sage MAS 500 ERP and Sage SalesLogix CRM.
My EBSCOhost Tutorial Tutorial support.ebsco.com.
EasyDirector® Simplifying the way you manage your business... Quick User Guide Full-Featured Contact & Customer Relationship Management Tool Prepared by.
Acquire foundational knowledge of marketing-information management to understand its nature and scope Marketing Indicator 1.05.
SalesCTRL Accounting Software HotLink. The SalesCTRL HotLink provides a single source for customer information.
Customer ManagementCustomer Management Service/Project ManagementService/Project Management Contract ManagementContract Management Parts Inventory ManagementParts.
A written document that details a companys promotional efforts for a certain period of time. Define promotion plan:
DOCUMENTATION COMMITTEE I.INTRODUCTORY PAGE A. NAME AND ADDRESS OF BUSINESS (include LOGO and Tagline) B. NAME(S) AND ADDRESS(ES) OF PRINCIPALS webpage.
Business Development Suit Presented by Thomas Mathews.
Marketing 1.05 MIM.
How to add this module to your account and get started setting it up today!
My Ideas Claudechew. Branding Using launchrock.com This is a launching soon web site, which would generate hype before the actual thing started. Is free.
General Financial Supply Website & E-Commerce Solutions This presentation will demo the GFS corporate website and On-Line Order Inquiry options available.
Are you a Wireless Dealer ? Looking 100 Customer at your store next month ? See Inside how we can help you ?
© 2014 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part.
The Marketing Plan. What is the point of a blueprint?
Creating Online Class Communities Jennifer Dorman Discovery Education
Website Design & Development Proposal Dental Clinic Website By Expert Web Design Solutions All rights reserved –
Bellezza Management Salon
Enabling Committed, Independent Sales Partners for Success.
Sales and Distribution (SD)
Administration Tab CiviCRM. Data Organization in CiviCRM: "Building Blocks" Contacts Reports Mail Tags Activities Contribe Member Events and Event Attendences.
1 iBizBuilder from ClearPath Welcome to the ClearPath Networks iBizaBuilder online Tool! This innovative tool will be an online source for automating your.
A Typical Business Plan
Version 1.0 Requirements.  PROstructor ◦ PROstructor is a community and service to finding, scheduling and paying professional for private, group lessons.
A Beauty Salon Management Key Features of The Product:  Masters  Employee salary management  Product stock management  Services and package management.
Marketing 1.05 MIM Three types of information used in marketing decision making Customer Marketing mix Business Environment.
RemoteNet Presented By The Systems House Inc.. Enhancements Order by multiple selling units of measure Updated the webpage’s look and feel –Style sheets.
RemoteNet Presented By The Systems House, Inc.. Enhancements Order by multiple selling units of measureOrder by multiple selling units of measure Web.
Performance Indicator 1.05 Acquire foundational knowledge of marketing-information management to understand its nature and scope.
Client/User Analysis Website Design. 2 Questions to be answered: What is the purpose of the site? What is the purpose of the site? Who is the site for?
CULS Czech University of Life Science Introduction to marketing Richard Selby.
Quotation with Follow-up 1.0 THIS ADD-ON IS VERY USEFUL FOR BUSINESSES WHO ISSUE SALES ORDER TO THEIR CUSTOMERS ALONG WITH QUOTATION. THIS ADD-ON HELPS.
Working Flow Learnt: J+Plus deadlines
Presented By The Systems House, Inc. Presented by The Systems House, Inc.
Customers and Sales Controlled Online Accounting.
Implementing Attaché Webstore. Ninja-Stat Sales through our sites in 2013.
Intro to Marketing Mr. Bernstein Promotions 1 Promotional Elements Advertising Publicity Sales Promotions Personal Selling.
Business Clinic Application Form April 12 th, 13 th & 14 th 2016.
University of Southern California Enterprise Wide Information Systems Customer Order Management Instructor: Richard W. Vawter.
OFFICIAL MEDIA PACKAGE FOR TAKIZAWA KABUKI HELLO! JAPAN + JPLUS + SMILE FM ™
Salesforce.com Requirement Gathering Workshop Presented by:Lily Ho.
Sales Force Brief of current status 1. April
What is touchPRO EXPRESS? touchPRO EXPRESS is a way for Associations who meet certain criteria to be able to get a mobile app at a low cost and have their.
Title Page (product) Team Members Class (Marketing Principles – Period) Date.
Why RemoteNet?  Quickly and easily provide your company a web presence  Increase your marketing opportunities and generate new sales  Reduce your.
E commerce Online Shopping Website at Rs. 7920/-.
Introduction Sales Infinite Online CRM Software reduces cost and complexity by delivering one, unified platform that provides outstanding visibility and.
Lead Generation with Effective Marketing Services Mail to: Marketing Services Provider.
© MediaInteractive Wouldn’t it be great if your next promotion delivered on the important stuff? Contact Us Lorem ipsum dolor, 03663, State, Country /
Using the My EBSCOhost Folder Tutorial support.ebsco.com.
The Advertising Manager & The Advertising Department Novrita Widiyastuti, S.Sos.
Web Content And Customer Relationship Management Solution. Transforming web sites into a customer-focused, revenue generating channel with less stress.
Requirements & Process Review Report
Visual Business & Marketing Plan
Increasing Productivity of your Sales Staff
Start promoting in Manage the marketing process
How to write a Marketing Plan
Marketing Analysis: Textbook Division
What You Will Get in Search Engine Marketing
Covers business Scope ..with Balance
Flowserve Distributor Online Store & Portal
In Partnership With. In Partnership With Create one that can be sent to your entire membership! Marketing Create one that can be.
Marketing Functions Marketing Co-Op.
1 2 3 Your new sales partner! It‘s your turn now!
How eCommerce Marketing Automation will change the future?
TOP TEN VALUED FEATURES
Presentation transcript:

Sales Force Brief of current status 1. April. 2014

Functions and relations outline Accounts Customer Subscribers Contracts Contacts PIC (Branch) Opportunities Campaigns Cases Media Services JPLUS FM Radio Hello Singapore Sales & Promo Event Advertisements Complimentary Items Complimentary Items Types Advertisement Type Leads Payment Collection Barter Items Activity History Reports Campaign Members Leads Contacts Convert Distribution List

Function descriptions -1 Items nameDescriptionCurrent issue AccountsAccounts is information of clients, chosen from either “COMM Customers” or “Subscribers/Listeners” COMM Customers is for business clients, Subscribers/Listeners is for individual clients. ContactsContacts is information of client’s Person In Charge such as Name, address, Tel number, title etc. Contact belongs to Accounts. There is no item to record branch information so it is being recorded as a contact information. Activity HistoryActivity History is for recording sales activities to the client such as call, , meeting. It also can be a task to do so it can be alert for sales persons. Activity History belongs to Accounts. QuotesCurrently it is not used, however we plan to use this function to record quotation information. ContractsContract is information for each contract with the client such as contract date, price etc. Contract also contains Media Services, Advertisements, Complimentary Items, Barter Records, Activity History. Media ServicesMedia Service is an actual media type which COMM provides clients. It is chosen from J+Plus, FM, Hello Singapore, Sales & Promotions, Events, and VFR. Media Service is created under Contract.

Function descriptions -2 Items nameDescriptionCurrent issue AdvertisementsAdvertisement is the details of each Media Service content. Ex) In case of J-Plus, Advertisements contains Publish Date, Volume Number, Size, Page, Price etc. Complimentary Items type/Complimentary Items Complimentary Items is the items which sale person provides for free. It is chosen from J+Plus, FM, Hello Singapore, Sales & Promotions, Events, and VFR. It records which media service, how many times. Also sale persons input check-mark each time after customer used complimentary items. Advertisement TypeAdvertisement type is used only when Media Service is selected as Hello Singapore. Barter ItemsBarter Items is product information which sales persons receive from clients. It records Barter items type (chosen from Voucher, Product, Service, Dine in or others), how much worth of it and how much of usage. Payment CollectionsAfter each Advertisement was implemented, invoice is issued Invoice Number, Issued Date, Amounts etc. under Payment Collection.

Function descriptions -3 Items nameDescriptionCurrent issue CampaignsCampaign is created when COMM plans features for J+plus (ex. Beauty Feature) or event(ex. Flea market). It records Event date, Media(chosen from Hello Singapore, J-Plus, FM, and Others), planning date, Budget etc. Also it contains Campaign Members, Opportunities (Accounts information which join the Campaign), Activity History, Campaign can have hierarchy. Campaign MembersCampaign Members belong to Campaigns. It is the list of potential clients which are automatically chosen from Leads and Contacts under certain conditions. OpportunitiesOpportunities is Accounts which has possibility to be a client for Campaign. It is used to analyze the sales approach method and revenue relation. LeadsInquiries records from our COMM’s website is stored under Leads. Leads can be Accounts. Currently it is used only for Readers who made inquiries from COMM website, however it should be used as a potential clients. CasesCases record purpose for internal/external case analysis

Other function Description Media ScheduleMedia Schedule is the definition for each media service schedule. ReportCreate report under diverse conditions. Admin can set the search conditions. DashboardDashboard is graphed report such as a sales report. CustomizeCRM need to be open to being customized and will need to be integrated with other COMM system. SupportCRM need to have customer support.