An indicator of how sales reps are engaging with customers and of how much time they’re spending with them.
Daily activities are automatically displayed on the Home page after logging in, and can also be accessed by clicking the Calendar link under ON THE GO in the top navigation bar. For more information see the Home section.
As as user you are able to:
Click on any yellow menu tab above to view more daily activities and benefits, accessible with Equipment CRM.
Lead: A lead is the very first stage of a sales funnel and is often described as an unqualified opportunity. Leads start from marketing campaigns or unsolicited customer enquiries.
Opportunity: An opportunity is a qualified lead considered for a potential sale. Depending on the sales stage, it can include specifics like model, potential revenue and expected close date. Opportunities are managed through the various stages of the sales pipeline to drive towards closure.
A territory refers to a specific geographic area or market sector assigned to a sales team or individual sales representative. Territories are defined to organize the sales process, allocate resources efficiently, and ensure coverage without overlaps. Territories can be based on various factors including:
A) Geographic boundaries: States, regions, or cities.
B) Customer types: Different industries or sizes of businesses.
C) Product lines: Specific products or services.
As a user working with Territory, you will have the ability to:
“Issues” generally refer to any problems, concerns, or challenges that customers encounter with products or services. These can include software bugs, service disruptions, user errors, or feature requests.
Here’s how issues are typically managed:
A) Identification: Issues are first identified by customers or through internal checks.
B) Logging: Each issue is recorded in a tracking system, often with details about its nature, severity, and the affected services or products.
C) Assessment: The impact and urgency of the issue are evaluated to prioritize resolution efforts.
D) Resolution: Steps are taken to address the issue, which may involve debugging, deploying fixes, or providing workarounds.
E) Feedback: Customers are informed about the resolution, and feedback is gathered to improve future response and prevention strategies.
As a user working with Issues, you will have the ability to:
As a user working with recording Competitors, you will have the ability to:
“Plans” typically refer to detailed strategies for achieving sales objectives. These plans are critical for structuring sales efforts, optimizing customer interactions, and driving revenue growth.
As a user working with plans, you will have the ability to:
As a user working with Sales, you will have the ability to:
As a user working with sales commissions, you will have the ability to:
As a user working with general sales insights commissions, you will have the ability to:
