Transcript: Reports directly to sales manager. LSM is responsible for monthly sales goals and quotas by location. Reports directly to LSM. Duties include; obtaining monthly sales goals and quotas, cash handling, customer service, stocking and cleaning the sales floor, weekly sales meetings with team and LSM. The sales manager will work with upper management, including GM, to create sales goals and incentives. Location Sales Manger Retail Sales Representative The sales manager is held to an overall budget and quota from all locations. Responsibilities include training all LSM, weekly one on ones, conference calls, sales meetings, and direct reporting sales-goals to GM. Retail Sales Reports directly to LSM. Duties include; obtaining monthly sales goals and quotas, cash handling, customer service, stocking and cleaning the sales floor, weekly sales meetings with team and LSM. Reports directly to LSM. Duties include; obtaining monthly sales goals and quotas, cash handling, customer service, stocking and cleaning the sales floor, weekly sales meetings with team and LSM. Location Sales Manager Responsibilities include all training to sales representatives, team encouragement, managing the sales floor, conducting weekly sales meetings with sales representatives. Sales Manager Responsibilities include all training to sales representatives, team encouragement, managing the sales floor, conducting weekly sales meetings with sales representatives. Retail Sales Representative Responsibilities include all training to sales representatives, team encouragement, managing the sales floor, conducting weekly sales meetings with sales representatives. Location Sales Manager Retail Sales Representative Reports directly to sales manager. LSM is responsible for a monthly quota per designated location. Reports directly to sales manager. LSM is responsible for a monthly quota per designated location.
Transcript: 03, June 2019 Retail SALES Goal Goal Status of Account at Products Account Status Related Salespeople by Product Easier Lead Assignment/Tracking. Sales Pipeline Tracking Track communications bet Depts <-> RAM Depts: A/R, Compliance, Sales Mgmt Able to assign and track Tasks Upload Deposit Slips Financial Reports Per Account: Sales by Product Transaction Tallies O/S Balances Route Planning Have One point System of truth. Integrating silos into one system. Device/System independence Increase operational efficiencies. Implement Value added changes. Build Product Differentiation . Gain Competitive Advantage in Market Strategy Strategy Oracle Fin Oasis Unified ACORN Money Transfer Boss Rev Google Sheets, etc Systems Design Current Process Current Process Proposed System Proposed System Assign tasks to any active IDT employee in Salesforce Actionable details Track flow process and expedite as necessary Reduce clutter Faster response rate. Implement automated reminders Implement automated alerts Historical data for customer profiling Record customer requirements/pain points Tasks Tasks Assign Events by Manger to RAMs and others to any active IDT employee in Salesforce Time spent analysis with customers Plan daily and weekly activites efficiently Schedule meeting us current and potential customers Reduce calendar clutter Faster response rate. Implement automated reminders Implement automated alerts Historical meetings with customer. Events Events Post status updates and questions Share Your Work In Real-Time Privately Collaborate with team members Chatter can keep Team Connected Chatter Helps Me Get What it needs to Get Job Done Chatter Chatter Email templates for unified communication Customer Prioritization Identify Un-paid customers Identify low Activity Customers Taking Notes Call Logging Schedule Appointments List Building Create Follow-Up Tasks in Salesforce Automations Automatons Gmail integration Financial system integration (Zuora, HubSpot, others) SMS Calendar Signature Duplications > 5000+ Apps on Exchange Integration with External Apps from APp exchange Apps Action Plan Action Plan Intermediate System Power of ONE One View Business Growth Business Metrics Product wise KPIs Product Growth Potential Market Competitors Timeline Timeline 45 days 45* days and 60** for each system Goals to Complete (Using DW ) Goals to Complete (Using DW ) Dry run with RAMs with basic details sourced as Alpha Test to test 1. Dry run with RAMs with basic details sourced as Alpha Test ( One business office) 2. Depts & RAM Communication using Chatter. (Depts: A/R, Compliance, Managers, Sales Mgmt) 3. Able to assign and track Tasks 4. Upload Deposit Slips 5. Mgmt Reports & Dashboards UNIFIED SYSTEM -> SFDC MT*, BR*, G-Sheets*, Oasis**, Oracle Fin** *Above time lines are approx timeline( Will have more definite timelines, once a decision is made by business team) *Need Additional tech resources and process dependent teams time during/for implementation 1. Dry run with RAMs with full details sourced ( One business office) 2. Design complete Communication structure between Depts & RAM using Chatter. 3. Upload Deposit Slips and tagged to associated account and dept owner. 4. Mgmt Reports & Dashboards
Transcript: CREATE FUNCTION getProduct (@vProdID INT) RETURNS VARCHAR(20) AS BEGIN DECLARE @vProdName VARCHAR(20); SELECT @vProdName = ProdName FROM Product WHERE ProdID= @vProdID IF @vProdID IS NULL SET @vProdNAME = 'Product Not Found'; RETURN @vProdName; END; http://www.investopedia.com/terms/m/momandpop.asp Kimberley Yefimov Kevin Frandsen Chris Bradford SQL Retail Sales Star Schema - "Mom and pop" is the term used for businesses and companies that are independently owned and run. These types of businesses are much smaller and sometimes have difficulty competing with larger businesses' buying power. (Investopedia) - Mum and Pop shop - Too many suppliers - Not a huge store - Everyone in the family works there - Its a small store in Blanding, UT ERD of Star Schema SQL Continued References create Trigger dwDepartmentSync on Department after Update as EXEC dbo.UpdatedwDepartmentDimension Print('Success') ERD Team Homies
Transcript: RETAIL SALES PITCH Logo of company you're pitching to goes here Presenter Name Company Our Company Our Company Our strategy Our strategy Our motivation Our motivation Products and Locations Products and Locations Our Products Our Products 35% 30% 20% 15% Product line 1 Product line 1 Product line 2 Product line 2 Product line 3 Product line 3 Our Locations Our Locations San Francisco Los Angeles History History 2013 2016 2011 2010 2017 Our people Our People Person's name Name Person's name Name Person's name Name Our Programs Our programs
Transcript: -I am good with helping people -Retail sales has many job opportunities -Sore feet by the end of the day Retail Sales -Accounting, psychology -Personal hygiene -be able and willing to lift heavy objects in store -Must be prepared to travel, drive and engage in considerable physical activity Disadvantages -Good with directions -Organizing items throughout the store Louisa Terry 9/10/13 -Working holidays, instead of having holidays off Advantages/Disadvantages design by Dóri Sirály for Prezi -Working with people all day -My lack of patience -Good communication -Customer and personal service -Sales and marketing -English language -Mathematics -Administration and management -Employment of retail sales person is expected to increase 17% from 2010-2020. Personal skills & why this career would be a possibility -Social skills are highly recommended to work in retail sales and persistent selling skills Salary -Working evenings and weekends and especially on holidays would be the typical work schedule. -Working in clean comfortable, well lit stores -Employees would likely be standing for long periods and may need permission from supervisor to leave the sales floor. -Know basic math -I am a good communicator Knowledge needed for the job OCCUPATIONAL OUTLOOK &HELPFUL HIGH SCHOOL COURSES -Not a very strenuous job Why Career would be possible -Retail sales employees typically have an opportunity to advance to managerial positions. Advantages -$20,990 for average annual earnings Educational Requirements and Entry Level Positions- Opportunities for Advancement -Good day-to-day work schedule -Be able to show how the merchandise operates if applicable -Adding up customers total purchases and accept payment -Answer customers questions -Know the store in order to point the customer in the direction of the product they are looking for -I know my way around a computer Highschool courses found helpful in retail sales -Employment of retail sales person has traditionally grown with overall economy and is expected to continue. -Rude, inconsiderate customers Nature of work & Working Conditions Physical Demands & Salary information -Some employers want candidates for managerial positions to have a college degree. -A high school diploma can be preferred in many workplaces, not necessarily every place -Know basic ways around a computer
Transcript: Give Him and Inch and He Will Take a Mile If consumers keep spending the way that Companies think they will, these company's stockpiles will increase. Then the companies can hire more workers. Increased stockpiles from businesses for every month is a good sign for our economy. Retail Sales have been inching up since June. Consumers bought more from retailers for the seventh straight month in January. Economists think that inventories will continue to rise as long as sales keep stong. By creating more jobs people will be able to start making money again and spending in whatever way they please, helping the economy over all.
Transcript: Essential to investors and GDP the total measure of sales of retail goods over a period of time lowering tax receipts Economic Fluctuations Unpredictable Recessions Retail Sales Retail Sales go down Where are we going? forces companies to reduce head count Recession is in the past Fluctuate Together Drastic drop in GDP Where are we? Retail Sales
Transcript: Possible employment workplaces Sales Associate Sales management Wholesales corporate sales industry sales brand sales Sales Rep Buyer General Duties/Tasks •Greet customers and discuss type, quality and quantity of merchandise or services sought for purchase, rental or lease •Advise customers on use and care of merchandise, and provide advice concerning specialized products or services •Estimate or quote prices, credit terms, trade-in allowances, warranties and delivery dates •Prepare merchandise for purchase, rental or lease •Prepare sales, rental or leasing contracts and accept cash, cheque, credit card or automatic debit payment •Assist in display of merchandise •Maintain sales records for inventory control •Operate computerized inventory record keeping and re-ordering systems •May conduct sales transactions through Internet-based electronic commerce Sales Retail
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