Siebel CRM Siebel Mobile Guide: Connected Siebel Innovation Pack 2017, Rev. A E52426-01 |
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The Siebel Consumer Goods task flows that sales representatives typically carry out are divided into the following areas:
Field representatives typically perform the following tasks in the following approximate order:
Before you start your calls for the day, review and check the calls that are scheduled.
For more information, see the following:
When you arrive at a call destination, review the call information, required activities, optional activities, and all other call related information.
For more information, see the following:
One of your assigned activities might be to conduct a retail audit or a merchandising audit.
For more information, see the following:
After you have completed a retail audit, you can generate an order to restock the inventory. When complete, the order is transmitted to the distributor for fulfillment.
For more information, see the following:
When done with the call, you can enter notes about the visit, and optionally defer any activity that could not be completed during this visit or enter assessment information for the call.
For more information, see the following: