Take the guided tours offered by Salesforce. In order to do so, you will need to register at Salesforce Guided Tours. (Links to an external site.)
After taking the guided tours, do the following:
Outline five ways that a cloud-based sales CRM/Analytics system can improve sales force performance. Based on what you saw in the video, think of how reps can make more effective calls, be more motivated, and be more flexible. Also consider how sales managers and the company can benefit from such a system.
Part 2
In the BAMS 310X project, you interviewed a salesperson. As part of that interview you asked questions specific to how that salesperson managed their territory and how he or she used technology in that process. Use the results of the interview to write a 500-word report on how that salesperson managed their territory.
Does the salesperson use CRM software like salesforce.com to organize and plan activities and manage sales? If so, provide examples of the ways the software is used.
How does the salesperson determine how often to call on each account? Does the salesperson use some type of account classification system as a guide? Describe this process.
How does the salesperson determine where to go on a given day and how to schedule travel to be as efficient as possible? Are there places where improvements could be made?
Format
2.5 pages long, double-spaced
Word document with 1-inch margins
12 pt. Times New Roman font
