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Territory Management
& Computer-Aided Selling

"Territory Management & Computer-Aided Selling" is a Selling Skills seminar designed to equip field sales and customer support professionals with desktop and portable sales and marketing computing skills. It focuses on how to utilize computers, software and the internet to serve customers, manage territories and increase sales.

A brief, pre-seminar survey is recommended to determine the 1) Level of computer literacy and 2) Specific application needs of those attending. The survey will be provided by Decision Technology.

The teaching method will be a live workshop supported with real-time computer applications projected through large screen TV’s or video projectors for class interaction. A sales-oriented tour of the internet will also be demonstrated.

The Benefits of Using Computers

  • Background on the information age and its effect on selling.

Competitive Advantage

  • "Time" & "Information" as competitive benchmarks

Why Use A Computer?

  • Selling Advantages

  • Marketing Advantages

  • Personal Effectiveness Advantages

Cautions About Implementing Computers

Computer technology can be addictive. Many sales engineers can soon find themselves caught-up in the technology and ignoring their core responsibilities. Also, software can be selected for the wrong reasons.

The Real Goal of Computer Software Applications

  • Customer intimacy

Trade-Offs and Sales Engineer Role Priorities

  • Computer distractions

  • Roles and focus

Personal Computing - Power & Limitations

  • Information availability

Territory Management And Computer Applications

This computer-projected lecture incorporates many demonstrations. It is designed to highlight the overall application and capabilities of using a computer in field sales work. It will concentrate on 1) Word processing and publishing, 2) Database management, 3) Spreadsheet analysis, 4) Customer contact (including time & task management), 5) Presentation software, 6) Territory Marketing and 7) Communication applications.

Word Processor & Publishing Software

  • Correspondence

  • Presentations

  • Proposals & Quotations

  • Newsletters

  • Meeting agendas

  • Brochures

Database Management

  • Customer database

  • Product specification database

  • Pricing database

Spreadsheet Analysis

  • Financial records & analysis

  • Database capability

  • Pricing records

  • Custom journals and calculations

  • Charts & graphs

Territory Management:

Customer Contact, Time & Task Control

  • Name, address, telephone, fax, etc.

  • Key customer contacts

  • Customer potential classification

  • Sales call history

  • Time management - daily, weekly, monthly calendar

  • Task management - activity scheduling & delegation

  • Automatic telephone dialing

  • Creation & management of call reports

  • Sales statistics

  • Sales forecasting

  • Synchronization of office and portable computers

  • Product line - time allocation reports

  • Order and/or negotiation details

  • Remote up-load & down-load from main computer

Presentation Software

  • Presentation software (slides, overheads, computer)

  • Computer screen presentations

  • Graphics, sound & animation software

Territory Marketing

  • Finding new customers

  • Customer classification

  • Market analysis

  • Database marketing

  • Mapping software

  • Mailing software

Communication Applications

  • Remote Computing (Office - Home - Auto- Customer)

  • Internet, web sites & time share services

  • E-mail

  • Video conferencing

Hardware Considerations

Selecting the right computer hardware is a confusing task in this world of rapidly changing technology. Practical tips will be given for the novice user.

Computer Configurations

  • Office desktop

  • Portable w/docking station

  • Office desktop & portable

    • Desktop 24 hr operation or remote switch

    • PC Anywhere and/or Network

  • Office desktop & notepad/watch

Minimum Features

  • Processors

  • Modems

  • CD-ROM Players

  • RAM Memory

  • Displays and Monitors

  • Hard Drives

Pocket Organizers & Cell Phones

  • Integration with computers

Length: 4 to 5 hours

Who: All sales staff who have significant customer/distributor contact.

Syllabus: A syllabus is available. Optional: Each participant can receive a demo copy of Goldmine for Windows or Maximizer at cost of disk duplication.

Size: The ideal group size is 12 to 20 participants based on the planned computer-projection and hands-on aspects

Room: Classroom table arrangement.

Equipment: Overhead projector, flip chart and a large-screen computer projector or large screen TV’s. One telephone line for modem connection & laser printer. Over 30 participants will require sound amplification.

 

 


Decision Technology, Inc.
1665 Fawn's Ridge Dr.
Ada, MI  49301, USA
Phone: 1+ (616) 676-4650
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