Project Description

Summary

Reps use all kinds of business tracking systems and usually do not like using special systems to report their activities. The NEHANET system will capture rep information and move it into the CRM.

Description

Getting Reps to share customer sales activity is a constant struggle. They use their own systems to track activity information and will usually share what is going on if asked but do not take the time to proactively share status and forecast information. NEHANET captures the sales data they do have and converts it to the CRM. We can also proactively contact the reps and capture status information and issues needing to be addressed and move it into the CRM to keep opportunity and forecast information as accurate and up to date as possible.

Process

  • Build an interface to rep sales tracking systems to convert to the CRM
  • Capture current information on a scheduled update process to keep current
  • Contact reps as needed to update opportunities and activities to get first hand status updates and issues that need to be addressed
  • Capture rep issues and needs and help them get addressed by our client.

Deliverables

  • Interface to rep sales system
  • Weekly or monthly update program
  • Key opportunity updates with direct sales calls to reps
  • Issue and activity processing to get customer needs addressed quickly
  • Rep satisfaction metrics
  • Rep performance metrics

Modules

  • Accounts, Contacts, opportunities, Activities, Rep Portal, POS, Forecasts, Sales History

Timing

  • Operate for 6-12 months then potentially transfer to inside sales

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