| Credence SFA (Sales Force Automation) |
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| Credence SFA Modules |
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Daily Report |
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Customer Database Management |
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Tour Programme/Dairy |
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Alert Reports |
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Task Management |
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Daily Report Date & Station |
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Customer Selection/Addition with Mapping facility |
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Action Mode (Visit, Telephone, Email, Fax, SMS, etc)
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Purpose of Visit (Multiple Selection) (eg. Regular Order, New Promotion, Demo, etc) |
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Action Taken/Comments on each product |
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Action Required from Head Office |
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Mark as Alert (with option to select the recipients) |
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Order Details with Customer Order No. & Date
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List of Regular Products of the selected customer with Order Quantity Box |
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List of New Products (to be promoted) with Order Quantity Box |
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| Reports on Daily Reports |
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List of missing daily report for a given period |
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Printout details of daily report for a given period |
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Printout details of alerts for a given period |
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Purpose of Visit-wise Summary Reports |
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| Reports on Sales Executives |
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Date wise summary of visits, telephones, emails, etc with total tour days for a given period of a particular executive (with links to details) |
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Executive wise summary of visits, telephones, emails, etc for a given period/region (with links to details) |
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| Reports on Customers Visits |
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List of customers not contacted from a given date |
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| Reports on Orders |
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Item-wise Order Details for a given period |
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Sales Executive-wise Item Order Summary for a given period |
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Branch/Region-wise Item Order Summary for a given period |
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Customer-wise Item Order Summary & Consumption Pattern for a given period |
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Distributor-wise Item Order Summary & Consumption Pattern for a given period |
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Summary for 15 Days |
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| Customer Database Management |
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| Inputs |
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Customer Name |
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Customer Group |
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Contact Person/Deciding Authority |
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Department |
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Address, Phone, Email, Fax, Homepage, etc details |
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Location |
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Terms & Conditions |
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Assign Regular Products with Prices |
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Assign New Products for Promotion |
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| Reports on Customer Database |
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Search Facility by Name, Location, Products, etc |
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Executive-wise New & Regular Customer List |
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Region/Branch-wise New & Regular Customer List |
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Distributor-wise New & Regular Customer List |
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Consumption-wise Customer Classification |
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Customer-wise Average Order Cycle |
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| Inputs |
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From Date – To Date |
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Station |
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Customer to be visited |
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Purpose of Visit (eg. Regular Order, New Promotion, Demo, etc) |
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Action Required |
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Additional Insertions if required by Head Office (Highlighted) |
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| Reports |
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Printout details of tour programme/dairy for a given period |
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Summary Comparisons of Tour Programs & Actual Visits |
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Report on Jobs allocated by Head Office & Action Taken |
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Reports on Action taken on Alerts |
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Pending Alerts |
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For further information or queries, please write to us at sales@credenceindia.comor call 011-4142 7520, 011-2592 0202, 098113 77556, 098916 89235 |
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