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  • Sales Rep Journey Map

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    Marco Carranza
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    The document discusses the actions of sales representatives when visiting client stores. It notes that reps get price lists and plan promotions, get customer lists and plan routes, scan stores and ask about out of stock items, check previous sales and make inventory recommendations, and show promotions while generating orders and prices. It also lists system requirements like automated price uploads, preset discount buttons, offline and online modes, tracking commissions and performance, and an easy to use scheduler.

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    The document discusses the actions of sales representatives when visiting client stores. It notes that reps get price lists and plan promotions, get customer lists and plan routes, scan stores and ask about out of stock items, check previous sales and make inventory recommendations, and show promotions while generating orders and prices. It also lists system requirements like automated price uploads, preset discount buttons, offline and online modes, tracking commissions and performance, and an easy to use scheduler.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    26 views1 page

    Sales Rep Journey Map

    Uploaded by

    Marco Carranza
    The document discusses the actions of sales representatives when visiting client stores. It notes that reps get price lists and plan promotions, get customer lists and plan routes, scan stores and ask about out of stock items, check previous sales and make inventory recommendations, and show promotions while generating orders and prices. It also lists system requirements like automated price uploads, preset discount buttons, offline and online modes, tracking commissions and performance, and an easy to use scheduler.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 1

    Physical Location

    DISTRIBUTOR OFFICE
    Sales Rep Actions

    CLIENTS STORE

    VARIOUS PLACES

    Gets Price List & Plan Special (>50%) Promotions

    Get Customer List & Plan Route

    Visually Scan the Store, Ask for Out of Stock

    Checks Previous Sales Info and Makes Inventory Recommendations

    Make Product Recommendations (Push Sales)

    Shows Promotions (Existing Products that the client stocks)

    Pricing Products & Adding to Order (with every order)

    Quote Final Price Generate Order

    Checking Weekly Sales

    Evaluate Protability of Client Prioritise Clients

    Observed Actions & Breakpoints


    Device Does not use
    device NOT DOING ANYTHING ON THE DEVICE computes nal price which rep quotes to client

    Printout of Prices
    from Supplier

    Allocated Available

    Paper Lists from manager times (break & closing times)

    Uses the device

    Mentions

    From memory

    Plan special

    promotions for their own clients

    recommends changes in inventory levels based on sales too slow

    to recommend other products the client currently does not stock

    promotions verbally and shows it in catalogue and mentions the special price

    Types prices

    Target

    into the device and the discount to compute nal prices

    saves/

    synchonises order which takes a long time and blocks the device

    performance and commission earned from Manager or calculated on paper

    No

    Systematic Process right now for this

    Ofine mode

    syncs next day in ofce

    System Requirements
    Automated upload of prices into each device (catalogues, tables all) Easy to retrieve last order or some combination of last orders (universe of last three orders with avg qty) Preset discount buttons (5,10,15,20) and pricing info Easy to Navigate Ofine mode and make this a background process Both ofine and online modes Simulate Daily Commission Track performance on longer term targets like monthly Statistical Analysis of all Clients based on Loyalty Protability Ease of Sale

    Easy to use scheduler preferably without much typing

    Picture based catalogue with price and special offers customised by client would be more appreciated by the client

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