2019 Sales Team Add-insThe 5 attached add-ins can also download from Salesforce, under Files tab.
- Annual Customer(2018-2019): analyze all current JMP annual license customers and SAS products that are bundled with JMP customers.
- Fee Calculator: calculate First Year Fees for a specified number of users and can also be used to calculate upgrades to existing licensed sites.
- Shrinkwrap: querying all shrinkwrap sales by company name, sales territory, or both.
- D&B Report: queries all SAS Dun & Bradstreet (D&B) accounts using Company Navigator
- JMP Datamart: query and analyze user and non-user data in the JMP Datamart by sales region, sales territory or beacon account, it can also filter by company email domain.
Reference the User Guideline for more details.
Please direct any questions/ suggestions to Tina.Cui@jmp.com
Re: 2019 Sales Team Add-insDoes a "2019 Sales Teams" add-in exist?
Re: 2019 Sales Team Add-insSales territories are now available in JMP Live: https://jmplivesales.na.sas.com:3501/packages/Business-Metrics-Sales-Territory-Report/js-p/5b100bdb752471368890fe52
Re: 2019 Sales Team Add-insHi Tina,
I might be slow but I tried to use the add-in. But I could not download from : https://na79.salesforce.com/0691O000008wlyoQAA. Does it support Salesforce 3.0?
Re: 2019 Sales Team Add-ins@AtsukoI_Japan you can download the add-in from this post directly.
Re: 2019 Sales Team Add-insHi Tina,
The AL Customers add in is very helpful. How often is it updated?
Thanks,
Juliette
Re: 2019 Sales Team Add-ins@Juliette_Plager usually update once at the beginning of the year, unless there's a special request.
Re: 2019 Sales Team Add-insThanks, Tina! We’re working on updating our territory plan for the second half of the year. Any chance we could get an update?
Re: 2019 Sales Team Add-ins@Juliette_Plager I will update if territory definition change. If you need additional data or have special requests for your territory, please email me.