Priority Products

You can set product selling priorities on changing company priorities and market conditions. You can make such product priorities available to the sales team and measure the results for each account for continuous selling guidance.

Understand two central concepts for managing priority products:

• Priority Portfolio

• Priority Portfolio Attainment

Create and Associate Priority Portfolio

As an account manager, you can promote priority portfolio over non-priority products by creating a product portfolio. Include the product categories and modify individual stock keeping units (SKUs) to suit your business requirement.

Perform the following steps to add products to the product groups to create priority portfolio:

1. Select Product Groups from the springboard and click Create.

2. Enter the name and description for the product group and click Save and Continue.

3. Navigate to Priority Products subtab and click Add.

4. Search for products by category, brand, and size and select them. Click Done. The selected products have been added to the product group.

   After the products have been added to the product groups, you can add the product groups to the priority portfolio. To do add product groups to the product portfolio, perform the following steps:

   1. Navigate to the Home page and select the Priority Portfolios on the springboard and select Create.

   2. Provide the name and description and click Save and Continue.

   3. Select the Product Groups subtab and click Add.

   4. Search for product groups by name and description and select the product groups according to your requirement. Click Done.

      The selected product group is added to the priority portfolio.

You can associate a priority portfolio to an account. To associate a priority portfolio to an account:

1. Navigate to Accounts and select that account that you want to associate the priority portfolio with.

2. Click the Profile subtab.

3. From the Priority Portfolio drop-down list, select an existing priority portfolio that you want to associate with the account.

4. Click Save and Close.

View Priority Portfolio Attainment

As a salesperson, track and measure the sales results against the set priorities for each account.

To view the priority portfolio attainment:

1. Select Accounts from the springboard and select an account.

   You can view the product group infolet on the Account Overview page.

2. Select the Analytics subtab and view the details of the priority portfolio attainment including:

   • Attainment for each product group

   • Number of orders and sales amount for each priority group