Welcome to this user-friendly guide on the Customers Without Any Sales Transactions feature in Empress. This feature is incredibly useful for business users as it provides a comprehensive list of all customers who have not yet made any sales transactions. It is a valuable tool for sales teams to identify potential opportunities for engagement and follow-up, which can help drive sales growth.
Understanding the Feature
This feature is found under the Selling module of Empress. It generates a report named “Customers Without Any Sales Transactions”, which lists customers who have not yet made any purchases or placed any sales orders.
The report includes the following information for each customer:
- Customer Name
- Territory
- Customer Group
Primary Functions and Benefits
-
Viewing the Report: Navigate to the Empress dashboard, and under the Selling module, click on the “Customers Without Any Sales Transactions” report. This will display a list of all customers without any sales transactions.
-
Editing the Report: As a business user, you may want to customize the report to focus on specific territories or customer groups. To do this, click on the “Edit” button at the top of the report, make your desired changes, and click “Save”.
-
Sorting the Report: You can sort the report by any of the columns (Customer Name, Territory, or Customer Group) to better analyze the data. Simply click on the column header to sort the data.
-
Tracking Information: The report provides a real-time update of all customers without any sales transactions. It helps sales teams to track potential leads, follow-up on them, and convert them into successful sales transactions.
User Roles and Permissions
This report can be accessed by users with the following roles:
- Sales User
- Sales Manager
- System Manager
These users have the necessary permissions to view, edit, and sort the report.
Concluding Notes
The Customers Without Any Sales Transactions feature in Empress is a powerful tool for businesses. It not only helps identify potential leads but also assists in tracking and managing them effectively. This ultimately leads to improved sales performance and growth.
For further assistance or inquiries, please refer to the Empress support team or explore other non-technical resources available on the Empress website. Happy selling!