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

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Presentation on theme: "Sales Force Brief of current status 1. April. 2014."— Presentation transcript:

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

2 Functions and relations outline Account Customer Subscribers Contract Contact PIC (Branch) Opportunity Campai gn Case Media Service Jplus FM HS S&P Event Advertisement Complimentary Items Complimentary Items Types Others… Advertisement Type Lead Payment Collection Barter Item Activity History

3 Function descriptions -1 Items nameDescriptionCurrent issue AccountAccount is information of clients, chosen from either “COMM Customers” or “Subscribers/Listeners” COMM Customers is for business clients, Subscribers/Listeners is for individual clients. ContactContact is information of client’s Person In Charge such as Name, Email address, Tel number, title etc. Contact belongs to Account. There is no item to record branch information so it is being recorded as contact information. Activity HistoryActivity History is for recording sales activities to the client such as call, email, meeting. It also can be a task to do so it can be alert for sales persons. Activity History belongs to Account. ContractContract is information for each contract with the client such as contract date, media service, price etc. Contract also contains Advertisements, Complimentary Items, Barter Records, Activity History. Media ServiceMedia 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.

4 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/Complime ntary 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 Type Advertisement type is used only when Media Service is selected as Hello Singapore. TBD 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 Collection TBD

5 Function descriptions -3 Items nameDescriptionCurrent issue CampaignCampaign 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(TBD), Opportunities (Account information which join the Campaign), Activity History, Campaign can have hierarchy. OpportunitiesOpportunities is Account which has possibility to be a client for Campaign. It is used to analyze the sales approach method and revenue relation. LeadTBD CaseTBD

6 Other function Description Media ScheduleMedia Schedule is the definition for each media service schedule. Production Schedule TBD ReportCreate report under diverse conditions. Admin can set the search conditions. Dash boardTBD CustomizeCRM need to be open to being customized and will need to be integrated with other COMM system. SupportCRM need to have customer support. TBD


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