Background
A company owns a group of theaters that stage live performances. Tickets to shows are sold by individual representatives by using a mobile app.
Each theater has a manager. The managers rotate between theaters every six months. The company plans to implement Dynamics 365 Sales.
Current environment
The company uses the following pricing structure for tickets:
Representatives create Microsoft Word documents to use as invoices. Pricing for tickets is often inconsistent. Ticket sales are often lost because customers go to other shows.
Requirements
Business cards
-The business card of every group sales customer must be scanned and the image saved with the contact record.
-A customer’s business card must be scanned even if the customer has been to the theatre before.
-Business cards must show up on all contact forms.
Salespeople
Each salesperson needs to sell a certain amount of tickets per month.
The number of tickets each salesperson sells must be totalled only at the end of the month, before the monthly meeting between the salesperson and their manager.
Salespeople must not be able to check the quantity sold in the system daily.
Opportunities
-The name of the sales manager must be added to opportunity records when sales representatives close opportunities.
-Opportunities that are lost must include the reasons other show and not interested.
-Some of the opportunities who order a large quantity of tickets every week want quotes quickly on various quantities. They want it broken down as follows:
-Price breakout by ticket
-Quantity discount amount
-Original ticket price
Orders
-Customers who buy a large quantity of tickets to a show must always get a quote first.
-Orders must always be created from the Quote record when it is a large purchase.
-Customers who buy a smaller quantity of tickets that do not have quotes must have an invoice sent to them.
Data Analysis
-Analyze email messages that pertain to ticket sales of the shows.
-Analyze relationships to help with potential sales of friends and coworkers for potential ticket buyers.
-Analyze accounts and assess the account representative’s relationship with the customer to gauge the level of communication.
Visuals
A Tickets dashboard for all cashiers must be created that contains the following bar charts:
-all the tickets sold for each show
-all the tickets available for each show
-accounts that have purchased groups of 10 or more tickets
-purchased tickets by age groups
Shows
-Representatives must track which shows customers go to when they do not purchase the tickets to their shows. This information must be entered in the records.
-Every time a potential large sale is lost, the representative needs to ask the customer which show ticket was purchased instead of their show.
-Shows at other theatres must be updated on a monthly basis.
-Quantity discounts and bulk purchase for different shows must be consistent
Issues
-The Tickets dashboard has eight sections. The dashboard includes a line chart that displays data about age groups. The dashboard also has a chart that group ticket sales. The chart shows 10 or more tickets sold but is missing accounts that purchased more than 20 tickets.
-Cashiers report that they cannot see two specific area of the Tickets dashboard. Salespeople report that they can see all areas of the dashboard.
-Representative1 is unable to scan business cards.
-Some users do not see the business cards when using their desktop machines, but they see them from their tablets and mobile phones.
-There are no business card images in the system.
-Duplicate contacts are being created with business card scans.