Sales Campaigns in
PHOENIX
What is a Sales Campaign ?
A Sales Campaign is a journey focused on customers, organizing resources and tactical planning for a given crop over a period of time to reach the budget.
It is important for 4 different reasons, let's go through them together !
Why do we need Sales Campaigns ?
To ensure right organization and means allocation to reach targets with the 4 Ps
To plan and deploy 4Ps tactical plan to reach targeted customers sales
To set up relevant actions according to Customer segment, using the Sales funnel approach
To align priorities between top management, Sales, Communication, Marketing and DV at crop and targeted customers level, to achieve subsidiary budget
The 6 steps journey
The 6 steps journey : 1) Preparation of the goals and objectives 2) 4P's Tactical Planning 3) Roll out Plan preparation 4) Kick-off 5) Implementation and monitoring 6) Wrap up
This journey undergoes 6 steps to focus on the customers
The Sales Cycle
Trial Product Promotion Open Day/ Events Relationship Prospection
1. Plan
Market Price Competitive Monitoring
Sales Follow up Crop Follow up Claim/ Complaints Campaign outcome
5. Follow up
2. Quality
Cash Collection
Negociation Order taking
As the journey goes, so does the Sale Cycle, let me show you what it is.
3. Offer
4. Close
What is a Sales Campaign ?
The Sales campaign process is easier than it looks, let's do it together !
Once every information is correct, you can create a task for your event. Go back to the "Summary subtab" to create one.
You will then have access to this dashboard. Make sure that all important informations such as potential, sales target, typology, tags, Crop, Contact are correct.
Start from the account of your choice and select the "Quick view" subtab.
Make sure to agree with your colleagues on a name to put as subject so that you have the same one in the tasks and visit report. This will help both managers and colleagues to navigate into task menus and visit reports more easily.
You will then be able to create a task from the "Timeline" space of the Account dashboard.
Create a visit report
After the task is created, it is time to create a visit report !
Let's zoom in on the Timeline space to see a little bit better !
Come back to the task that you created before and create a new visit report attached to it. This will help save time as the information will automatically be fillled according to the task.
What is a Sales Campaign ?
And there you go ! You now know everything you need to know about Sales Campaigns ! Great job !
You are doing great !
What is a Sales Campaign
Why do we need Sales Campaigns ?
You can click on the CRM logo if you wish to go back to a certain point in this document
The 6 steps journey
Click on
under this genial.ly to continue the course
The Sales cycle
Data checking
Create a task
Create a visit report
Better isn't it ? Now to create a visit report from a task, click on this button right here to open your task's chart.
Perfect ! Now click on the "Visit reports" subtab.
You are almost there ! Now click on "New Visit Reports"
Great ! Once you arrive on the Visit report form,make sure to fill in the visit dates, key points summary and main actions follow ups.
Sales Campaigns in
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Transcript
Sales Campaigns in
PHOENIX
What is a Sales Campaign ?
A Sales Campaign is a journey focused on customers, organizing resources and tactical planning for a given crop over a period of time to reach the budget.
It is important for 4 different reasons, let's go through them together !
Why do we need Sales Campaigns ?
To ensure right organization and means allocation to reach targets with the 4 Ps
To plan and deploy 4Ps tactical plan to reach targeted customers sales
To set up relevant actions according to Customer segment, using the Sales funnel approach
To align priorities between top management, Sales, Communication, Marketing and DV at crop and targeted customers level, to achieve subsidiary budget
The 6 steps journey
The 6 steps journey : 1) Preparation of the goals and objectives 2) 4P's Tactical Planning 3) Roll out Plan preparation 4) Kick-off 5) Implementation and monitoring 6) Wrap up
This journey undergoes 6 steps to focus on the customers
The Sales Cycle
Trial Product Promotion Open Day/ Events Relationship Prospection
1. Plan
Market Price Competitive Monitoring
Sales Follow up Crop Follow up Claim/ Complaints Campaign outcome
5. Follow up
2. Quality
Cash Collection
Negociation Order taking
As the journey goes, so does the Sale Cycle, let me show you what it is.
3. Offer
4. Close
What is a Sales Campaign ?
The Sales campaign process is easier than it looks, let's do it together !
Once every information is correct, you can create a task for your event. Go back to the "Summary subtab" to create one.
You will then have access to this dashboard. Make sure that all important informations such as potential, sales target, typology, tags, Crop, Contact are correct.
Start from the account of your choice and select the "Quick view" subtab.
Make sure to agree with your colleagues on a name to put as subject so that you have the same one in the tasks and visit report. This will help both managers and colleagues to navigate into task menus and visit reports more easily.
You will then be able to create a task from the "Timeline" space of the Account dashboard.
Create a visit report
After the task is created, it is time to create a visit report !
Let's zoom in on the Timeline space to see a little bit better !
Come back to the task that you created before and create a new visit report attached to it. This will help save time as the information will automatically be fillled according to the task.
What is a Sales Campaign ?
And there you go ! You now know everything you need to know about Sales Campaigns ! Great job !
You are doing great !
What is a Sales Campaign
Why do we need Sales Campaigns ?
You can click on the CRM logo if you wish to go back to a certain point in this document
The 6 steps journey
Click on
under this genial.ly to continue the course
The Sales cycle
Data checking
Create a task
Create a visit report
Better isn't it ? Now to create a visit report from a task, click on this button right here to open your task's chart.
Perfect ! Now click on the "Visit reports" subtab.
You are almost there ! Now click on "New Visit Reports"
Great ! Once you arrive on the Visit report form,make sure to fill in the visit dates, key points summary and main actions follow ups.