ID320
Where do you keep sales rep info, CRM or eAuto
Output Type: Data Push
Do you keep the sales person / salesrep for an account updated in eAutomate or your CRM? Many of our alerts have the option to send to the sales person on the account, some companies prefer the eAutomate sales person to be the supply rep as there are more supply orders. Tell us which to use - CRM or eAuto.
Related Alerts
| ID # | Description | Notes | Required |
|---|---|---|---|
| ID653 | Update key customer information in Compass Sherpa / WhiteCup | No | |
| ID19 | Contract Expiring in X Number of Days | We need 320 in order to accomodate clients running a CRM. By default if they are not, then this table is populated with the ARCustomers.Salesrep information | No |
| ID256 | Big Overage Bill | This is required! | No |
| ID100 | New Call opened for equipment that has a status of Demo | Needs this table for salesrep mappings to send alert to salesrep | No |
| ID64 | Preview of lease end information for admin to ensure accuracy | Need to subscribe to 320 and advise help@ceojuice.com where you have your salesrep/customer assignments stored (eautomate customer record, Goldmine, etc). | No |
| ID65 | Leases still active and expiring within W months (to sales) | Need to subscribe to 320 and advise help@ceojuice.com where you have your salesrep/customer assignments stored (eautomate customer record, Goldmine, etc). | No |
| ID104 | Contract Overages | Yes | |
| ID706 | Notify Sales Rep that Contract has billed | If the sales rep information is not kept up to date in E-Automate but needs to be pulled from CRM, use ID320. | No |
| ID768 | Biggest problem contracts without a plan | No | |
| ID297 | Equipment with status tracked in ID177 datedue back within variableW days (or past due) | No | |
| ID593 | Service Call that's a possible Sales Lead | Where do you keep sales rep info, CRM or eAuto? | Yes |
| ID683 | MIF Sales Opportunity Value | Sales Rep Mapping | Yes |
| ID923 | Contract MIF Analysis | Yes | |
| ID799 | Service call for a lease end machine | ALert ID799 uses tables from ID320 to determine sales rep | No |
| ID895 | Message from Tech to Sales | Used ID320 to determine Sales Rep assignment | No |
| ID407 | Outstanding Invoice/Credit Past Due X Days | Uses ID320 for Sale Rep assignment (as of 2020 version) when VarY set to Cust | No |
| ID20 | Overage Rate check on Contracts | Uses ID320 for determining To Sales recipients, does NOT use Sales Rep if listed on Contract Record | Yes |
| ID8 | New Service Calls & Sales Orders On Credit Hold + VariableW On Hold Codes | Yes | |
| ID215 | Possible Duplicate Toner Order | Yes | |
| ID560 | Low profit contract up for renewal/escalation | Yes | |
| ID581 | Advise Sales of Customer Hold Status | Yes | |
| ID787 | Lease Expiration Report | Required as version 20211103 | No |
| ID266 | Notify Sales of Service Call Status by Call Type (or for ALL Install Category Types) | Uses ID320 table to determine who Account Sales Rep is | No |
| ID185 | List Customers On Hold | No | |
| ID789 | Customers not using all your key services | Yes | |
| ID289 | Customers with AR Past Due More than Usual | Yes |