A helpful instrument for new customer acquisition is the management of sales levels. The intensity of the relation with customers (companies) and contact partners (contacts) can be controlled and measured in a targeted manner on the basis of sales levels.
At the start of the year, the sales director has the option of defining concrete targets for his sales employees with regard to increasing the sales levels of customers and contact persons. Thus for instance, he can set the target for a field service employee that in the current year, he will raise the level of 50 contact partners in his sales area, from the sales level 0 (rough address) to Sales level 3 (personal contact).
The sales levels can be configured flexibly and are calculated automatically on the basis of CRM datasets linked to companies and contacts such as activities, sales opportunities, offers, orders and invoices.
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|Date of publication||16.02.2009|
|Language *||DE / EN|
* Additional languages can be provided on request