Partners

Functions and business screens related to tracking each salesman's Partners.

• Access CRM, select Partners from the toolbar.

Partners screen:

1. Overview

• The screen displays performance metrics for each salesman, including:
  • Jobs, Volume, Revenue, Profit of the salesman, categorized by type.
  • Number of leads entered and tracked by the salesman.
  • Number of new customers and their history, tracking progress.
  • Market evaluation, arising issues, suggestions, forecasts, ...

See detailed instructions here

2. Customer Leads

• The Lead management screen includes the following functions:
  • Create, update, delete Lead.
  • Track overdue Leads, transfer to another salesman.
  • Convert Lead to Customer.
  • Track interaction history, categorize Leads.

See detailed instructions here

3. Customers

• The Customer management screen includes the following functions:
  • Create, update customer information.
  • Request accounting to create new customers, synchronize data with BFSOne.
  • Track interaction history, categorize customers.
  • Track transaction information, metrics such as latest shipment, volume, revenue over time.
  • Create, upload, manage contracts, related documents.

See detailed instructions here

4. Shipping Instruction

• Track and update shipping notes, take notes for customers.

  See detailed instructions here

5. Customer Map

• Customer map, categorize customers by each geographic area (Province, Industrial Park).
• Also, detailed monthly/quarterly volume reports for each customer in those areas.
• Analyze service type ratio, number of files, business sectors, and latest transactions.

See detailed instructions here