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Needed a systematic and formalized system for planning
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Did not have the tools to effectively identify and
market new products to target customers
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Needed a more efficient way to create and run a variety
of reports |
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Uses Goals and Potentials module to set financial goals
at the customer level; uses Projects module to plan
sales initiatives at the vendor level, and then uses
tasks to track activities related to the various sales
initiatives
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Creates targeted marketing lists based queries run in
the Parts Analysis module that identifies customers’
buying habits and brand of product purchased
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Creates custom reports based on point-and-click query
options, including customer, part numbers, sales
thresholds, account manager and more |
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Account Managers are able to develop targeted plans
quickly and effectively; Managers are able to easily
track progress and performance to goal
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Company develops more focused and productive marketing
initiatives; manufacturers appreciate the company’s
ability to quickly target “hot” prospects for new
products
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Streamlined reporting process for both salespeople and
management
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