Question: How would you put this (information down below) in bullet form? Rose needs to get her reps calling on the right customers the right number

How would you put this (information down below) in bullet form?

Rose needs to get her reps calling on the right customers the right number of times. This may involve limiting the number of calls made on those small accounts (under $2,000 in purchase volume per year). Instead of visiting those type of customers an average of roughly seven times per year (number of calls divided by number of accounts), perhaps reps should only call on them 2-3 times per year. If the reps called on these types of accounts less frequently, but were able to "build the sale" on each of the calls, they would become profitable for the firm. They might be able to do by planning ahead with the customer for supply needed in the next fiscal quarter. Rose may even decide that these customers would be better handled by telemarketer, direct mail, or their Web page. Perhaps they just aren't ordering enough to justify the reps' time. Although the reps should always be prospecting for new business, they must be efficient in selecting who they spend their valuable time with. Likewise, Rose may want her reps spending more time calling on those customers who buy in higher volumes. Since they are so profitable in terms of the operating profit they provide, the firm would do well to move other customers into this class.

In terms of implementation, Rose needs to meet with her sales force and share this data with them. Many of the reps are probably under the impression that frequent calls on these small buyers is just as profitable an approach as calling on larger customers. In fact, Rose would need to review her sales force compensation plan to ensure that the insight provided by her analysis is incorporated. In making these kinds of changes, Rose can help her firm move towards a "directed" marketing effort.

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