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CRM03: Maximizing the Sales Order

CRM03: Maximizing the Sales Order. Todd McDaniel – Dynavistics, Inc. Discussion Ideas. Complementary Items Kits Superseded Items Item Substitutes Modify description Discontinue. Discussion Ideas. Upselling and Suggestive Selling Kits Item Numbering and Lookups Extender Dialogs

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CRM03: Maximizing the Sales Order

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 Discussion Ideas • Complementary Items • Kits • Superseded Items • Item Substitutes • Modify description • Discontinue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

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