Competitor Information
Customer Contact Menu -> Customer
Contact Information -> Competitor Information
This window can be used to track competitor strategy information
relating to this customer.
Customers associated with specific competitors can then be
retrieved into a list using the By Competitor tab on the
Selection Criteria utility.
The list of customers can then be edited in Select Customer Records and various lists
produced.
Refer to Customer Contact Management
Overview for further details on this module.
The prompts to capture the competitor information include:
-
- SEQ
- Accept the next available sequence number to track records in
this file.
COMPETITOR#
- Enter the competitor code or select it from the drop-down list
as setup in Competitors.
NAME
- The competitor's name is displayed.
STRATEGY
- A window is provided to view the Competitor strategy as
outlined in Competitor Strategies.
PROFILES
- A window is provided to view the list of all Profile Classes
and Codes and check the ones this customer uses.
This could be useful if Profile Classes/Codes are setup to define
equipment types in Profile Classes and
Profile Codes.
This is information only and is not used in reporting.
ESTIMATED VOLUME
- Enter the volume dollar amount estimated for this customer.
This value can be used in the Selection
Criteria utility to filter the resulting customer list using
the By Competitor tab.
REASONS
- Multiple reason comments associated with competitor business
can be setup in the Competitor Reasons
table.
Two lines are supplied to select reason comments and a Reason Code Search window is provided.
Comments can be appended on the end of existing comments by
clicking at the end of a comment on a Reason line and then clicking
the search button to select an additional comment description.
These reason comments are information only and are not used in
reporting.
Finished?
- Click ACCEPT to accept the information and exit the
window.
Note: When a competitor record is deleted from Delete A Competitor, all reference to that
competitor is also removed from any associated customer
profiles.
Topic Keyword: CMCF01J (4089)