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Template Comparable Sales Retail Property Presentation

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Retail Sales

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

Retail Sales

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

Retail Sales

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

Retail Sales

Transcript: Retail Sales The most critical time of the year in retail sales is the holiday shopping season. Nearly 20% of retail sales occur then. A marketing and sales strategy retailers use to get a high volume of customers into their stores. Retail sales are finished goods and services sold to either consumers or businesses. Shareholders usually want to see the retail sales going up (which usually translate into higher corporate earnings). Bondholders favor declining retail sales that signal a slowing economy, lower inflation, and increase in bond prices. What is Retail Sales? Black Friday Willie Handy/ http://www.tradingeconomics.com/united-states/retail-sales http://useconomy.about.com/od/demand/f/Retail-sales-statistics.htm Youtube Retail Sales over the past two years Sources Retail Sales over the past decade...

^ retail sales

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.

Retail Sales

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

Sales Retail

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

Retail Sales

Transcript: High school degree Knowledge of fashion and sells Hourly salary Career Cluster Marketing because people in this job are required to sell and market items, along with having knowledge and skills of selling 1. All work is handled at place of employment 2. You have to check inventory constantly 3. The only benefit is possible vacations 4. Overtime is a possibility 5. This Job has a lot to do with people and ideas Education & Salary Duties & Responsibilities Opening and closing the store Selling items Balancing money earned at the end of day Checking and stocking inventory Working Conditions 8 Hours per day 40 Hours per week Business casual/ trendy A retail sales associate is required to sell items and run/ work in a store My favorite part of the day was getting to help and talk to the people who came inside the store. Yes, I see myself in this career one day because I am friendly and have exceptional people skills. Indoors Standing Walking Occasionally busy Job Description 5 Things I Learned Interaction/ customer service skills Relating/ adapting to diverse culture Friendly Outgoing Flexible Retail Sales Associate Possible Career? Working Hours & Clothing Skills & Qualifications Favorite Part

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