Your users can use Consumer Goods Cloud for Sales app to proactively engage with a list of stores for a followup on regular orders, open invoices, promotions, product introduction, or other important communication. A supervisor or sales manager creates a list of retailers or stores to contact and defines a script for guidance for the sales agents (OmniScripts). Sales agents contact the customers on the list, read the script, and perform the prescribed actions.
Here’s the workflow for various user personas in the Consumer Goods Cloud for Sales.
- Admin: Create and activate an actionable list definition
- Supervisor/Sales Manager:
- Create an actionable list of customers based on the list definition
- Prioritize the list
- Assign the list to sales agents
- Manage and track the list
- Sales Agents:
- Verify and engage with customers
- Execute an action
- Schedule followup
The Consumer Goods Cloud for Sales app and actionable segmentation support reps through this workflow.
- Consumer Goods Cloud for Sales App
Perform these tasks to install and configure the Consumer Goods Cloud for Sales app. - Actionable Segmentation in Consumer Goods Cloud for Sales
Use actionable segmentation to create prioritized lists of customers for outreach such as product introductions, promotions, follow-up orders, discounts, and returns. Assign the lists to your sales or service agents and track engagement.