Name
Lab: Identifying Opportunities with Sales Master Inquiry
Date & Time
Tuesday, May 24, 2022, 1:20 PM - 2:10 PM
Description
The Sales Master Inquiry window (SMI) is a tool for distributors to analyze their customers’ revenues and bookings. Use SMI to help you discern problems in the sales cycle, identify opportunities, and then take an action. The window presents information that is not available in Customer Master Inquiry, and is a powerful tool for executives, for sales representatives, and marketing team members. In this lab we will review the fields available within SMI and test specific scenarios where the SMI window can provide needed information and action steps necessary to resolve these issues.
Location Name
Governor's Ballroom C
Full Address
Gaylord Opyrland Resort & Convention Center
2800 Opryland Drive
Nashville, TN 37214
United States
Session Level
Intro
Interest
, Analytics and Reporting