0030 SP Admin Top
After Selecting Admin from the Main Menu, we are taken to the Administration Site where we will do almost all of our setup activites. What you see on this are a series of options which need to be set up for effectively running Sales Portal. It is actually very easy and inituitive to set up an instance of Sales Portal.
That being said.....it does require some sales and marketing knowledge, and an understanding of your organizations (or even a single professional's) sales force design, structure and processes. Do you use territories (geographic, product, combo, overlay, etc.)? Do you use a sales funnel process with statues (lead to prospect to working to customer, etc.)? Are you doing Web 2.0 community building? Do you use active or passive sales techniques? Or all of the above?
Sales Portal will handle most standard Structure and Processes and Hybreds, but it can't guess what you are trying to achieve. If you need help give us a call and we can discuss and hopefully get you headed in the right direction. 951-369-3427. Ask for John.
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