SALESOPTIMIZER NEWS APRIL 2008
Analysis Tab: Dashboards & Analyzers
The Analysis tab, at the top
of your SalesOptimizer console, is packed with info for both sales reps and
managers, providing key insights at a high level with a minimal number of clicks.
Dashboards
This primary view for sales reps contains many pre-fab reports that can give
tremendous visibility into sales history and year over year trending. Once
inside this view, a number of reports are available down the left-hand side of
the screen.
With 'Orders by Date' and 'Ships by Date', reps have a calendar-like view into
performance to better plan future success. Additionally, the variety of Best
Sellers reports can provide a path to increase sales, letting the user know
what's hot and what's not at a mere glance.
New Dashboard features are being incorporated all the time to increase the
breadth of information a user can see at a glance. Read on to learn about the
newest additions.
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What's New?
Some new features have been
added to SalesOptimizer. Here's a quick recap...
- Two new dashboard fields on your
Analysis tab for Orders/ Ships by Date.
- Now compare what was ordered and shipped by date this year vs.
last.
- Retailer fax number has been added to
the account summary report on the Reports tab
- The fax is now under the phone number for each account on all
'Acct Sum'ry' reports.
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Pull Alerts
What fast, reliable ways
does a rep have to assess which accounts are slowing down on activity from this
year over last? Or which new accounts are yet to place an order? In the past,
this may have required pulling several reports for several different accounts
individually, and then prioritizing visits based on hours of tedious discovery.
Now, a rep can take advantage of Pull Alerts, accessible from the My Accounts
tab on the SalesOptimizer console to strategize upcoming customer visits. These
alerts can be run at any time to uncover key insights into existing accounts.
Examples of existing Alerts include:
- Accounts that have ordered > $300 over the last 365 days but $0 in the last 90
days.
- New accounts opened in the last 365 days but have not yet ordered.
- Accounts with shipments in the last 30 days.
- Accounts that have ordered more than $300 in Direct orders in the last 90 days.
There
are many standard Alerts to pull currently, with more being added all the time.
To run an alert, simply "tag" it by clicking the check box toward the left of
the liseted alert and then clicking on the "Run Tagged Items" button at the top
of the screen. You can even run multiple alerts by checking multiple boxes or
choosing the "Tag All & Run" button.
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Push Alerts
Sales managers have a similar brand of Alerts that allows for
more proactive distribution of timely reports to the field. Many of these
reports mimic the Pull Alerts highlighted above, but can be 'pushed' out to
everyone in the sales channel.
For example, sales management could run a Push Alert showing all accounts with
orders on hold and push an individualized version, via email, to all reps with
those clients in their territories.
Another example would be an alert to reps letting them know which orders have an
upcoming cancel date.
By communicating these key insights on demand to a sales force, reps can
immediately take advantage of opportunities that may have gone unnoticed, thanks
to thier sales managers.
Many different Push Alerts currently exist that are being sent to reps.
SalesOptimizer administrators can contact Brandwise to have additional Alerts
added to thier systems.
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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. |
Design Ideas |
Precious Moments |
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Amscan |
Fine Art Lamps |
The Phillips Collection |
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Art in Motion |
GoLite |
Reeves |
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Caspari |
HomArt |
TAG |
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Certified International |
Harold Import |
Tropitone |
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Corolle |
Klutz |
Two's Company |
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Crabtree & Evelyn |
Manhattan Toy |
Umbra |
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DEMDACO |
Mrs. Grossman's |
Zodax |
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Dicksons |
Pacific Coast Lighting |
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Brandwise Customer Service is available at (877) 435-3225 option "1"
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click here.
Questions or comments? Email us at
newsletters@brandwise.com or call
877-435-3225
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