- Customer data
- Market data (Area, Salesman, Manager, Dealers)
- Forecast dates (Order and Shipment)
- Probability percentages (purchase and winning)
- List of customer’s contacts with their role in the project
- List of products and prices
- List of bidding Competitors
Negotiation module allows Salesmen and Area Managers to input
information and then keep informed the Central Site, updating
also the other installations which share the same information.
Negotiation records are generated by Sales Force on their
own PC’s. The Synchronization procedure transfers those information
to the Central Site. Lost orders require to input information
on winning competitor and reason of the loss.
Analysis by charts may be done on :
- Orders by areas and their trends in the time
- Lost orders by reason and competitor
- Market share and redemption ratios.
Scheduled activities can be linked to every negotiation and
notified to the other users involved :
- List of people invited or informed
- Alert time advance set by the single user
Notes can be linked to every negotiation tracing the history
of the negotiation. Defining private and public notes allows
to have personal remarks and shared chronicles. |
