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2016 GLOBAL MEETING VOSS CRM
© Voss of Norway AS
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The Importance of being Organized….
“ By Failing to Prepare you are Preparing to Fail” - Benjamin Franklin “ If you don’t know where you are going, you’ll end up someplace else” - Yogi Berra
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What exactly is a CRM? Customer Relationship Management (CRM) is a term that refers to practices, strategies and technologies that companies use to manage and analyze customer interactions and data throughout the customer lifecycle, with the goal of improving business relationships with customers, assisting in customer retention and driving sales growth.
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USOP Weekly Agenda / Daily Administration
Monday September 8, 2014 1 aJOe’s Restaurant – 1 Smith Street Joe Smith Meet new bar manager- set up wait staff seminar- present 375ml. 2 aPatrick’s Restaurant - 1 Mott Avenue Patrick - Woner 3 ac buyer name 4 account name 5 Each USOP Brand Manger maps out there weekly account trade call agenda at the start of the week – minimum of 40 targeted calls per week. Each day of the week contains 10 sections for account calls (8 minimum) List the account name (full address) and buyer/contact person's) full name. In the open section list your preplanned objectives for each account call. This same section is used as our recap from your day. We document all call notes in a different color so as to differentiate your call results from your pre-plan. Monday 8 - September 1 Joe’s Restaurant – 1 Smith Street, New York City. Joe Smith Meet new bar manager- set up wait staff seminar- present 375ml. New bar manager Bob is a big fan of the brand, wait staff seminar scheduled for 6/15 4pm, 20 waiters. Agreed to bring in 3 of each sku of 375ml in addition to the 800ml they have been carrying. * NEW PLACEMENT
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USOP Brand Manager Daily / Weekly Recaps
Brand values Recap of Each Day’s Details USOP Brand Manager Daily / Weekly Recaps Daily RECAP 12 # of Account Calls 6 # of Target Account Calls 2 # of Active Voss Account Calls 1 # of NEW Voss Accounts Opened. 20 # of Voss Cases Sold (shipped cases) 4 # of Pending Accounts (Follow Up) 7 # of Hotel Calls 3 # of Restaurant Calls # of Bar/Nightclubs # of Other Accounts # of Wait staff Seminars 5 # of Voss 375ml Glass Sold. Weekly RECAP 44 # of Account Calls 28 # of Target Account Calls 12 # of Active Voss Account Calls 2 # of NEW Voss Accounts Opened. 74 # of Voss Cases Sold (shipped cases) 18 # of Pending Accounts (Follow Up) 25 # of Hotel Calls 16 # of Restaurant Calls 3 # of Bar/Nightclubs # of Other Accounts # of Wait staff Seminars # of Voss 375ml Glass Sold.
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USOP Brand Manager Monthly / Quarter Recaps
Brand values Recap of Each Day’s Details USOP Brand Manager Monthly / Quarter Recaps Monthly RECAP 142 # of Account Calls 118 # of Target Account Calls 62 # of Active Voss Account Calls 4 # of NEW Voss Accounts Opened. 190 # of Voss Cases Sold (shipped cases) 88 # of Pending Accounts (Follow Up) 78 # of Hotel Calls 55 # of Restaurant Calls 6 # of Bar/Nightclubs 3 # of Other Accounts # of Wait staff Seminars 36 # of Voss 375ml Glass Sold. Quarterly RECAP 405 # of Account Calls 352 # of Target Account Calls 112 # of Active Voss Account Calls 9 # of NEW Voss Accounts Opened. 290 # of Voss Cases Sold (shipped cases) 307 # of Pending Accounts (Follow Up) 221 # of Hotel Calls 172 # of Restaurant Calls # of Bar/Nightclubs 3 # of Other Accounts 11 # of Wait staff Seminars 70 # of Voss 375ml Glass Sold.
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2015 USOP Trade Call Management Review
Brand values Recap of Each Day’s Details 2015 USOP Trade Call Management Review 2015 Year End RECAP 19,341 # of Account Calls 14,868 # of Target Account Calls 5,468 # of Active Voss Account Calls 721 # of NEW Voss Accounts Opened. 243,673 # of Voss Cases Sold (shipped cases) 4,038 # of Pending Accounts (Follow Up) 12,571 # of Hotel Calls 6,382 # of Restaurant Calls 291 # of Bar/Nightclubs 97 # of Other Accounts 171 # of Wait staff Seminars 81,288 # of new VOSS cases sold . 19,000 + US On-Premise Account Calls: 400 account calls per week (average) 28% of account calls active accounts. 65% Hotels 33% Restaurants 1.5% Nightlife 0.5% Other
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VOSS CRM Objectives Team Development National Accounts VOSS CRM
Evolution & Optimization of the VOSS WAY Sales Process VOSS CRM Institutionalize VOSS Sales Customer Data Distributor Management
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Weekly Preplan
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Customized Dashboards Updating all activities: Opportunities, Leads, Targets
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Customized Dashboards Smartphone APP Activities: Opportunities, Leads, Targets
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Distributor Management Profiles
Specific Account Data Contact Information Depletions by Month Activity Log can include s, Notes, Tasks, Appointments, Phone Call details.
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Distributor Management Profiles
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Customized Account Profiles
Depletions By Package by Month Account Details / Contact Activity Logs all s, Notes, Tasks, Appointments, Phone Call details.
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Customized Account Profiles
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Director Organizational Dashboard
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VOSS CRM End Game The continued advancement & optimization of our VOSS Field Sales Account Call Administration, Communication & Time Management process for continued growth & development of both our VOSS Team & VOSS Business – we need to evolve our sales process as our brand & category continue to evolve. Institutionalizing all VOSS Sales & Customer Data – this is the gateway to e-marketing initiatives, target account identification, custom account programming, distributor data mining, pricing / spend per case management & non-focus market management. The VOSS CRM will build & Establish a foundation for the continued growth of our company & brand.
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Seamless - Tracking, Reporting, Communication & Follow Up
The VOSS CRM platform is a needed tool at this stage of our business development MORE - Time to Sell Seamless - Tracking, Reporting, Communication & Follow Up BETTER - Planning (Week, Month, Quarter & Year) FASTER - Response – (Distributors, Customers & Opportunities) INCREASE – Business Development SHARED - Resource + Visibility ENHANCE - Customer Engagement & Distributor Accountability
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