Posts

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  • Paul White
    Looking to network with other B2B OSC users with Outside...5.0
    Topic posted July 28, 2017 by Paul WhiteRed Ribbon: 250+ Points, tagged Configuration, Core SFA, Customer Data Mgmt, Import/Export, Integration, Reporting and Analytics, Workflow in Sales > Sales public
    Title:
    Looking to network with other B2B OSC users with Outside sales teams
    Summary:
    Looking to share best practices/tips/techniques
    Content:

    We are in the early stages of rollout - effectively integrating OSC to our Contract Management System (think inhouse proprietary CPQ) has been a huge issue.

    We are now deploying Leads, Activities and Contacts on R11 including Outlook and Mobile and would love to learn and share with others that are doing/have done the same. To date it has been hard to casually find others that are really using these modules in a robust manner...

    Hopeful this posting will generate fruit. 

  • Paul White
    Reducing the number of steps to reassign a Lead35.0
    Topic posted May 9, 2017 by Paul WhiteRed Ribbon: 250+ Points, tagged Configuration, Core SFA, Setup and Maintenance, Workflow in Sales > Sales public
    Title:
    Reducing the number of steps to reassign a Lead
    Summary:
    It takes 10-13 clicks for a manager to assign/reassign a lead to a sales rep!!! No way to get adoption.
    Content:

    We have approx. 700 outside sales reps covering 40+ market offices.

    We have a large volume of potential customers submitting inbound leads to our website, corporate phone number and local market phone numbers and emails.

    All of these are pushed into OSC and we use the Assignment Manager to send them to the proper manager based on contact address info.

    The issue starts now: the Manager must assign these leads to a sales rep. OOTB the process is torture requiring 10-13 clicks.

    It should be as easy as selecting one or more leads from the summary screen, clicking a Action item and then getting a popup to choose the sales rep it should be routed to. Can't figure out how to do it...

    Anyone do this, or have a better way to do it?