Business phone

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Revision as of 16:21, 2 September 2007 by Jcwang (Talk | contribs)

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The business phone targets the traveling businessperson.

Customer Profile

  • Business manager: ages 25-55, responsible for P/L (profit/loss) of product lines/business units.
    • nnn potential total shipment, breakdown by region
    • Price comparable to high-end PDAs/phones
  • Sales manager: ages 25-55, responsible for fulfilling customer requests.
    • nnn potential total shipment, breakdown by region
    • Price comparable to high-end PDAs/phones

Feature Needs: Business Manager

  • Access to CRM database
    • Call from customer phone #
    • Enter notes into contact history
  • Access to sales data
    • Goal/actual review
  • Access to project management system
    • Job dispatch
    • Goal/actual review
  • Send and receive emails
    • Offline email editing
    • Convenient email composition tools/templates

Feature Needs: Sales Manager

  • Access to CRM database
    • Call from customer phone #
    • Enter notes into contact history
    • Generate leads and quotes on-the-road
    • Send product datasheets on-the-road
  • Access to sales data
    • Access purchase history
    • Goal/actual review
  • Send and receive emails
    • Offline email editing
    • Convenient email composition tools/templates
Personal tools

The business phone targets the traveling businessperson.

Customer Profile

  • Business manager: ages 25-55, responsible for P/L (profit/loss) of product lines/business units.
    • nnn potential total shipment, breakdown by region
    • Price comparable to high-end PDAs/phones
  • Sales manager: ages 25-55, responsible for fulfilling customer requests.
    • nnn potential total shipment, breakdown by region
    • Price comparable to high-end PDAs/phones

Feature Needs: Business Manager

  • Access to CRM database
    • Call from customer phone #
    • Enter notes into contact history
  • Access to sales data
    • Goal/actual review
  • Access to project management system
    • Job dispatch
    • Goal/actual review
  • Send and receive emails
    • Offline email editing
    • Convenient email composition tools/templates

Feature Needs: Sales Manager

  • Access to CRM database
    • Call from customer phone #
    • Enter notes into contact history
    • Generate leads and quotes on-the-road
    • Send product datasheets on-the-road
  • Access to sales data
    • Access purchase history
    • Goal/actual review
  • Send and receive emails
    • Offline email editing
    • Convenient email composition tools/templates