Monthly Reporting

Monthly opportunity (sometimes referred to as “pipeline”) reports are a fact of life in sales but especially challenging in the outsourced sales model. The challenge for manufacturers and reps alike is consistency. Manufacturers often partner with 30 or more reps in North America and reps usually represent between 10 and 20 manufacturers each. Aligning processes with any single partner is challenging enough but aligning processes across such multifaceted relationships is an entire different story. Because each manufacturer requires specific, often unique, information from the field to help plan and run their business, RepConcert supports the ability to evoke specific fields based on the partner manufacturer selected for many documents like Opportunities, Quotes, Accounts, etc. For example, a monthly report for Manufacturer “A” may include Distributor Name, Product Family and Amount, but a report for Manufacturer “B” includes End Customer, Vertical Market and expected Close Date. By selecting Manufacturer “A” (or “B”) in a new Opportunity document, these specific fields appear and can even be required for successful completion of the Opportunity. Customized reporting can capture, filter and present the data that is required for each manufacturer. These reports can even be automatically generated and emailed to you on a specific day of the month. Imagine your sales team going to one Opportunity document to satisfy monthly reporting for six or seven manufacturers. Then imagine a technical product marketing manager at the factory collaborating with your salesperson to help win the opportunity and convert it into additional business…..