If you have a customer with several contacts, all at different locations, Showroom Exchange allows you to link them together.
To enable the “Link Customers” option (chain-link icon) use the customize this view option.
You will be able to…
- View them adjacent to one-another (indented layout shown below)
- For the main location, see which sub-stores are linked
- For the sub-stores, see which location the main one
To link customers, click on the chain-link icon in the manage column (if you don’t see the icon, check “view distro” in customize this view). A popup-wizard will lead you to define it as a main location (e.g.; headquarters) or a store location (one of the doors).
To show the customer accounts linked layout, click “show distro” next to the pagination setting. After clicking “show distro,” the option will turn to “hide distro” so you can revert to the previous format
Hover the cursor over the darker chain-link icon to see it’s distribution. This way you can see the distribution without using the distro-layout that is activated by “show distro”.
The dark chain-link icon with a globe icon indicates the main location.
The dark chain-link icon without a globe icon indicates the sub-store location.
The missed bookings report analyzes your orders and based on your search criteria, finds customers who have missed bookings. This report is perfect for finding those customers who still need a follow up to make a sale.
Find the Missed Bookings report in the Analysis section of the Reports tab.
Here are the essential steps for entering your report criteria:
1) Select the manufacturer(s) you are finding missed bookings for
2) Select if you are looking for orders based on order date or cancel date. Cancel date is the option most commonly used.
3) Enter the date range you are looking for missed bookings in. In the example below, we are looking for customers without orders between July 1st and September 30th.
4) Clarify if you are analyzing the period as a whole. This options allows you to specify if you’re satisfied with a customer placing an order for 1 of the 3 months (Jul, Aug & Sep). If so, set to “Yes.”
example: A customer has placed an order for Aug, will not appear in the report.
…or if you would like to see a booking for each month, set to “No”.
example: The same customer will appear in Jul & Sep.
5) This second date range is to help specify which customers you would like to consider. In the example below, the report will 1st pull up customers who have orders between January 1st and June 30th, and will only display those who have not placed an order between July 1st and September 30th. This date range selection helps focus on “active” customers, those with recent bookings and exclude customers that had purchased from the selected brand sometime in the not so recent past.
After clicking “generate report” the results will look like the example below. Customers with missing orders are listed with their last order/cancel date and their contact info under manufacturers and date ranges.
The next step will be any combination of the following for contacting the customer:
- Call them.
- Create a note entry.
- Tag them for market call (if applicable).
- Send a personalized bulk email.
There are two ways to show the locations of your clients on a map:
1) Google Maps is ideal for small pockets
2) Google Earth export works well with entire continents.
1) Google Maps
First, select the clients you wish to see on a map by filtering them on your customer page (e.g. by state or by zip). Once you have your selection, click one of the globe icons. A popup window of Google maps will then show the locations of all of your selections, their information, and even their latest purchases by mfr. Keep in mind, only customers with valid addresses (dark globe icon vs. light) are considered.
2) Google Earth
Similar to the first way, filter the customers you are trying to see on a map, then click on the Google Earth icon as shown.
You will be asked “include recent purchase summary?” If you intend to forward this to a brand/mfr, you should select No, otherwise, for internal use, it’s fine to select Yes. Doing so will download a file you can to open with the Google Earth app (a free, quick, and easy web download).
Though we like Google Earth, we have not found a way to turn off the graphical “terrain” which obscures the push-pins.
KML files are not limited to Google Earth, We recommend…
…alternate tools such as http://umap.openstreetmap.fr/
ANY tool that can import a Google KML file will work.
One helpful change for UMAP is to change the default push-pin icon to a Circle.