next to the listbox.SIHOT distinguishes between the conventional activities and the new sales opportunities, which also feature weighted revenue.
The sales opportunities are stored in the guest profile under the trail sales opportunities. They enable the Sales staff to date and plan their appointments, phone calls, negotiations, etc as well as to document the same in writing.
Within the trail sales opportunities, new contracts can be entered and existing ones amended.
The trails can be accessed as follows:
•in the guest profile, pressing the button trails
•in the guest profile, opening the tab trails
•in the menu CRM, function trails
•in the menu Sales & Marketing, overview sales opportunities
Alternatively, you can view, enter and edit sales opportunities here:
•in the dialog sales navigator
•in the sales opportunities overview
•in the sales opportunity logbook
To enter a new activity in the guest profile, open the tab trails and select the appropriate
path. Call up the context menu new
activity or press the add-button next to the listbox.
Figure 34: Trail Sales Opportunities
The dialog new activity includes the conventional fields as well as fields to enter a budget and to weight the expected revenue. The weighted revenue provides clues as to the performance rating of the Sales person.
In case of re-current activities, you can make a template (pattern) out of the activity in order to speed up the recording of the same activity in the future.
Figure 35: Sales Activity as a Pattern
|
Field Properties Dialog New Activity | |
|
Status |
Status of the activity |
|
Text |
Description |
|
Location |
Place where the activity took place |
|
Appointment |
Date from – to including timing |
|
Type |
Location within the trail |
|
Sub-Typ |
further differentiation |
|
User |
User carrying out the activitiy |
|
Synchronise |
If yes, the activity will be synchronised with Microsoft Outlook. |
|
Comment |
Free text |
|
Room Nights |
Number of expected room nights |
|
Logis |
Room rate per room night |
|
Food |
Restaurant revenue per room night |
|
Beverage |
Beverage revenue per room night |
|
Others |
Miscellaneous revenue per room night |
|
NN5 |
Hotel-specific field denoting a revenue per room night; to be named as required. |
|
NN6-NN10 |
Hotel-specific field denoting a singular revenue (e. g. banqueting, green fees); to be named as required. |
|
Possibility |
Enter how likely it is that the above figures will be achieved |
|
Total |
SIHOT calculates the weighted revenue |