SALESOPTIMIZER NEWS MARCH 2008
Prosepecting
The Prospecting module
provides vendors with a vessell to deliver hot sales prospects to reps in the
field who, in turn, get a reliable way to report account successes without
picking up a phone or sending a fax.
The key to successful use of Prospecting is accurate updates to the
account status in the module by both rep and vendor. Everyone is apprised of
progress on a lead with just a few keystrokes. To help vendors and salespeople
better understand the flow of an account from prospect to close, Brandwise is
happy to supply the below glossary of status definitions.
Glossary of Terms
Assigned to Rep- The vendor has generated a prospect for the rep to follow up.
Active- The rep has attempted to contact the prospect.
Activation Request- An order has been placed for this prospect with a rep. The
vendor will approve the request and match it to a customer account.
Activation Complete- The vendor had confirmed an activation request and mapped
it to an account.
Inactive- The prospect is not yet qualified to buy or the rep will contact them
in the future.
Pending- A prospect that has not yet been assigned to one rep.
By keeping each prospect status current, both sales rep and the vendor have easy
visibility into the conversion of leads into new customers. For further
questions on the use of Prospecting, please contact Brandwise customer service
today.
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The Credit Screen
More than just a display of
current balance and credit limit, the credit display also outlines available
credit terms and other key info on an account.
Sales staff should find this screen to be an invaluable pre-appointment
resource, helping to qualify candidates for increased spending, or to assist the
manufacturer recoup long overdue dollars within their terrirtory. Visible is a
complete picture of any past due balance breakdown as well as the last date and
amount of a payment.
The Credit Screen, accessed by locating an account on the My Accounts tab and
clicking the "Credit" link, delivers the most comprehensive view of a customer's
credit-related info. |
Orders & Ships Tab
The quickest way to get
complete booked and shipped details is on the Order & Ships tab at the top of
SalesOptimizer. However, beyond this immediate access to order and shipped order
history, sales reps and customer service can pull additional helpful
information.
Sales can keep their clients up to date not only on their order status, but
particularly which items on an order have shipped, or even what products may
have been back ordered. For retailers calling about items that have not yet
shipped, reps can remain up to date with cancelled SKU information. They can
even see shipping carrier details such as which service was used and the
tracking number associated with the order. From a customer service standpoint,
the Orders & Ships tab also keeps information that might normally be found
across several sources.
Ultimately, the information that is provided at the surface level of the Orders
& Ships tab can keep retailer interaction with the reps and customer service
efficient, and help salespeople make their appointments more informed thereby
adding value for any customer base.
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About this Newsletter
With so much information accessible from any internet-ready computer, anywhere
in the world, SalesOptimizer provides an invaluable tool for everyone in the
sales chainto get the most out of the data on hand, without having to call
customer service.
This newsletter serves as the key resource for SalesOptimizer-related news and
tips for all users, from sales reps to customer service, to management and
everyone in between. |
About Brandwise
Brandwise is a Lakewood, Colorado-based
Application Service Provider (ASP) delivering hosted solutions to manufacturers
and their sales channels within targeted industries. The Brandwise product suite
integrates a series of industry-specific tools that help manufacturers and sales
reps sell more, combining Sales Force Automation, Order Integration, and Business
Intelligence to enhance the coordination and communication of information between
manufacturers and their sales channel. Originally targeting the Gift and Home wholesale
product segments, Brandwise solutions are now deployed in a wide range of wholesale
markets.
Visit us on the web at
www.brandwise.com
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The SalesOptimizer Family
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Alexander Doll Co. |
Fine Art Lamps |
Precious Moments |
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Amscan |
Go Lite |
The Phillips Collection |
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Art in Motion |
HomArt |
Reeves |
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Caspari |
Harold Import |
TAG |
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Crabtree & Evelyn |
Klutz |
Tropitone |
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DEMDACO |
Manhattan Toy |
Two's Company |
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Dicksons |
Mrs. Grossman |
Umbra |
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Design Ideas |
Pacific Coast Lighting |
Zodax |
Brandwise Customer Service is available at (877) 435-3225 option "1"
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Questions or comments? Email us at
newsletters@brandwise.com or call
877-435-3225
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