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Objective:
1. The objective of the prototype is to understand the solution capturing data in terms of the efforts of the team going into marketing and implementation of GS1 standards and solutions. 2. To review the automation level and the processes involved such that it is user friendly and ease for management to monitor the emerging reports.
Sales Management
Sales manager will add new account and view its targets, task lists, priorities, acc. wise activities and sales trends in each account. In Sales Management System, Sales manager can manage accounts across various segments and categories like retail, healthcare etc. This module will cover/provide following functionalities of the different categories of users: Features desired of Account Management Check if it is an existing Account- The account is independent and several opportunities could be associated with it. Create new account Segmentation of the Account, it can be retail, healthcare etc. (pick list) Create or update the business card/contact details refer annexure 1 Create an opportunity and state its revenue size/ subscriber registrations Make the schedule with activities according to opportunity. Objective fields required to capture under each opportunity as mentioned in annexure 1. Schedule follow up in the system Updates, add note, follow up & upload the proposals shared. Execution of the follow up Closing the opportunity Change the status of opportunity in terms of Pending Hot Warm Cold Closed
Reports: Various reports can be generated by the user by selecting specific dates and any of the fields/parameters in the database. The system will generate the sheet with the data display. There should be a feature of graphical representation of the data like bar graphs, pie charts etc. Summary of the account updates, status logs, log against various opportunities associated with the account. These reports could be based on various parameters like: weekly report, region wise.
Annexure 1
Section wise field table: Contact Information Account Owner Account Name* Name contact* Designation Department Reports To Lead Source Phone Alternate number Mobile Fax Email* Alternate Email Fax Optional Address Information Mailing Address Other Address Useful Links Website Other links Additional Information Follow upRequest Date Follow up -Save Date Last Modified By