Page Comparison

Sales Rep Portal Module

Sales Reps and Agents have a Portal where they can login and view information about their customers on a connected tablet.  Sales reps will typically

1. Have a Daily Sales Run /wiki/spaces/SI/pages/33055150 where they call or visit businesses in a sequence they decide
2. Review information prior to a call or visit 
   1. Sales Orders: current Sales Orders, future orders, Seasonal Orders, customer portal entered orders
   2. Recent purchase history
   3. Balance owing and Collections status
   4. Interaction history including shared interactions with Collections department.
   5. Sales notes (which team do they follow)
3. Visit the business and use the portal to
   1. Count current stock levels to recommend replenishment order
   2. Discuss product ranging options
   3. Influence sales with the Display Share Discount or Moving Annual Target Discount ( MAT Discount/wiki/spaces/SI/pages/33055206) using the Loyalty Audit/wiki/spaces/SI/pages/33055200
   4. Take photos of the store layouts, Competitors layouts etc.
   5. Enter requests for Assets (like display stands or Fridges)
   6. Enter a sales order through discussion with the business
      1. Using images, sales history, promotions, country wide top sellers list, Runout specials and viewing stock levels during the process
   7. Capture a payment using credit card

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