Introduction.pptx
Victoria Nordstrom
Created on September 5, 2024
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Transcript
Introduction and Navigation
The Product Screen also contains actionable functionality. Account Managers and Key Account Managers can leverage the Product Screen to identify products that are a good fit for a particular dealer’s sales portfolio. If they find a suitable product, they have the capability to create an opportunity directly from within the tool. This integration of data analysis and actionable functionality empowers Account Managers to maximize sales and drive business growth.
The Product Screen is a sales scaling tool designed specifically for Account Managers. It provides comprehensive data in sales activity related to specific accounts. By accessing any dealer account, the Account Managers/Key Account Managers can easily view sales information and track the products sold to each dealer.
Introduction
Navigating to Product Screen (TC)
Login to Salesforce.
Click the App Launcher.
Navigating to Product Screen (TC)
Search and navigate to EU Sales.
Navigating to Product Screen (TC)
Click Accounts.
Navigating to Product Screen (TC)
Click the desired Account Name hyperlink.
Navigating to Product Screen (TC)
Scroll down to the Account Performance section.
Click to expand the Account Performance section.
The Account details page is displayed.
Navigating to Product Screen (TC)
Click the Product Screen (TC) tab.
Navigating to Product Screen (TC)
The Product Screen (TC) details page is displayed.