Salesforce
Who is the MDS salesforce manager and can help with complex questions?
Natalie Salek
Who would you go to find another BD rep for a different product categoray
BD X alignments
true or false: our sales tracings are slightly delayed.
TRUE
A customer wants a JCR toolkit and huber needle samples- what do you do?
Salesforce samples and literature requests and then anything legacy Bard you reach out to SLC sales.
What dashboard in Power BI would show who an accounts specific distribution branch is.
Power BI - analytics, distributor group
How often should you check for missing tracings
open to interpretation - answer should be each month or every two months.
Help: I need to set up a new account in salesforce.
What do I need to input in salesforce for this to be routed to the correct team.
In salesforce you create a case and insert the following:
I need help with: "My territory and accounts"
Specifically applies to: "new account/update account
what dashboard shows me how to find contracting information
Active price tool
CCO - MDS analytics
GPO pricing page
What are the best tools to use for sales targeting
- previously sent out heat maps with port access and haz drug data
- using the business that you have to figure out the business that you don't have - statlock with guardiva etc.
If you wanted to link an account, with Andrew's approval, to a new GPO contract what information would you need to provide in the salesforce case.
ERP number, Full address, Contract Number, Contract Effective date
Not required but helps the team if you also provide who the accounts preferred distributor is.
what dashboard shows you how many DIOH a distributor has
Supply Chain Relations Analytics
OFD - distributor inventory
what are best practices for submitting tracings
open to interpretation: but... helpful to understand what your sales "should" be. So, getting confirmation from the customer or distributor tracings helps when submitting a salesforce case.
When evaluating opportunities how do you calculate the run rate or carry over for the next fiscal year
opportunity size / number of weeks
(answer) X how many weeks we have left in the fiscal year...
anything left over is your carry over into the next fiscal year.
Difference between BD account numbers:
ERP number:
EAN number:
account number:
Parent IDN account number:
ERP number: BD account number that is internal - this is what is used to align accounts in salesforce.
Account number: this is found in salesforce usually starts with 2000 and this is an external account numebr.
EAN and Parent IDN account number: usually similar if not the same number. Ex: advocate aurora has one number as a system. Sanford health has one number as a system. This number is also found in salesforce and power BI.
When looking at sales tracings: what does PRO sales variance tell you?
Essentially the year of anticipated sales and what your anticipated growth should look like despite flux of sales each month..