Split between Fresh and Food Service product i.e a customer cancels a call at the last minute, who else can I visit that is close by?.
See other customers/leads in a map view around a specified location. the sales rep can be justified why he didn't sell in the customer if he is in the client or max 200 metres next to the customer History up to 90 days available in the system Trace Route for each sales rep and record it as History.Identify outliers in a planned call cycle. i.e for a week, with each day as a different colour code.The sales rep do the check-in and check-out.Sales managers want to define a set of tasks for the sales team different customers and report on the outcome of each task back to management.Īdd Postcode filter to Customer List screen Unable to move my top anytime meeting to 3:00 PM. to select customers for a rotation based on close location.(Size Extra Large) ( Note: New Zealand Only) all emails with show when sending events not just BIDIQ users.īring sales potential as defined in ERP to BidIQīidIQ Requirements - Get Customer Potential from ERP For example, account managers are often informed of manufacturer supply issues and need to be able to find out while on the road who out of their customers are going to be affected so they can advise their customers.īring all Bidfood outlook directory e.g. Purchase History → In Products on side tab, show all customer product history. Purchase History → Show last order quantity, unit price and order date on Rep Orders and Quotes product details.īidIQ Requirements - Purchase History#Product-Details Purchase History → Show customer purchase history on Rep Orders and add the products to Rep Order from the Customer Purchase History screenīidIQ Requirements - Purchase History#Product-Level-Purchase-History Purchase History → Show customer purchase history on Quotes and add the products to Quote from the Customer Purchase History screenīidIQ Requirements - Purchase History#Customer-Level-Purchase-History This is required so BidIQ can share MyBidfood users with Campaign Monitor for marketing purposesĬampaign Monitor Integration → Integrate with Campaign Monitor API and send a list of marketing contacts to Campaign Monitor. Opportunities → Product on Specials is slow to loadĬontact Management → Bulk load MyBidfood users to BidIQ.