BSI Sales Planning Types

Several different types of sales plans can be created in the Tour de Force BSI Sales Planning Module:

 

• Account Package

• Product Group By Account Package

• Vendor By Account Package

• Account

• Product Group By Account

• Vendor By Account

 

Typically, organizations create an Account Package for each sales territory or salesperson in the company. This type of folder structure allows organizations to create and to manage a sales plan for each territory or salesperson responsible for managing a territory.

 

Product Group By Account Package Sales Plans
Product Group By Account Package sales plans allow organizations to create and manage sales plans for product groups or product classes for the Account Packages associated with Tour de Force. With this type of sales plan, organizations have the ability to create a sales plan for the top or key product groups within a region or territory, or for each product group associated with an organization.

 

Vendor By Account Package Sales Plans
Vendor By Account Package sales plans allow organizations to create and manage sales plans for Vendors associated with a Business System for the Account Packages associated with Tour de Force. With this type of sales plan, organizations have the ability to create a sales plan for the top or key vendors, or for each vendor associated with an organization.

 

Account Sales Plans
Account sales plans allow sales professionals to create sales plans for one or more Account records that these sales professionals are responsible for managing. With this type of sales plan, organizations have the ability to create a sales plan for the top Accounts in the organization or territory, or for each Account in the organization or territory.

 

Product Group By Account Sales Plans
Product Group By Account sales plans allow organizations to create and manage sales plans for product groups or product classes for the Account records associated with Tour de Force. With this type of sales plan, organizations have the ability to create a sales plan for the top product groups purchased by customers, or for each product group associated with an organization.

 

Vendor By Account Sales Plans
Vendor By Account sales plans allow organizations to create and manage sales plans for Vendors associated with a Business System by the Account records associated with Tour de Force. With this type of sales plan, organizations have the ability to create a sales plan for the top or key vendors, or for each vendor associated with an organization.

 

Note: The Vendor By Account Package and Vendor By Account sales plan types are only available with certain Business Systems that are integrated with Tour de Force. To get an update list of Business Systems that support these two sales plan types, submit a support request to The Extended Services Team at