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Pros Elite Group, 2019

How to Effectively Use PIVOT Sales

Sales Engagement

Phase 1  Sales Territory Analysis & Development Section - Sales Data Import & Territory Mapping

Sales Territory Data Extraction (Manual Process) Sec. 12.0
Sales ERP/CRM File Merge Sec. 12.1
Address Verification / Geocoding Data (Required with Manual Process) Sec. 12.2
Import Sales Territory Data (Manual Process) Sec. 12.3
Auto Import Sales Data Sec. 12.3a
Sales Settings Sec. 12.4
Sales Territory Account Definition Sec.12.5
Sales Territory Development Sec. 12.6 thru 12.15
Selecting Sales Territories and Exporting Data to EAuto Sec. 12.16

Phase 2  Create Market Share Growth Plan

Market Share Data Input Sec. 13.1

Phase 3  Generate Quotas factoring in the Market Share growth plan

Sales Rep Quota Report Sec. 13.2

Phase 4  Sales activity tracking data to monitor progress of achieving Sales Expectations through the Sales Report.

MIF Report Sec. 15.0
Market Share and Staffing Report Sec. 15.1
Sales Performance Report Sec. 15.2
Territory Comparison Sec. 15.3

Phase 5  Set Expectations with Sales Reps to Achieve Quotas

Sales Performance Expectations Sec. 14.0
Sales Performance Expectations Sec. 14.1
View Sales Rep. Daily Activity Sec. 14.2