CRM03: Maximizing the Sales Order

1. CRM03: Maximizing the Sales Order Todd McDaniel – Dynavistics, Inc.

2. Discussion Ideas • Complementary Items • Kits • Superseded Items • Item Substitutes • Modify description • Discontinue

3. Discussion Ideas • Upselling and Suggestive Selling • Kits • Item Numbering and Lookups • Extender Dialogs • Item Lookups • Views • Sorting • Discontinued Items • Extending lookups with smartlists

4. Discussion Ideas • Inventory classes and categories • Sorting and grouping • Reporting • Use extender for further definition • Notes • Customer notes • Order notes

5. Discussion Ideas • Special Orders • Use separate doc ID • Consider restocking fee • Standardize return process • Drop Ships • Reduce costs • Monitor un-invoiced drop ships

6. Discussion Ideas • Sales reporting and tracking • Sales per hour • Identify busy times • Amount and Quantity • Flex staffing • Sales per CSR • Amount and Quantity • Sales per Salesperson • Amount and Quantity