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Customer List

Customers are imported into Salesmatrix SWOT as part of our installation process. When you open Salesmatrix SWOT for the first time, you will already see Sales Intelligence at work.  All your customers are easily accessible and come colour-coded to give you immediate insight into the importants and ranking of each customer. Choose the Customer you are about to meet with and see their Strengths, Weaknesses, Opportunities and Threats. Further see their recent activity, their contact details and use SWOT to take further action - adding notes, emailing, notifying colleagues or adding notes.

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Key to Bullet Points in Customer and Product Lists
Salesmatrix SWOT App Bullet Colour
SWOT.SOLUTIONS
Web site
 Meaning
 • Backgound is light Green Ranked in revenue, the customer is in the list of customers generating the top 80% of revenue
 • Backgound is light Yellow Ranked in revenue, the customer is in the list of customers generating 80%-95% (15%) of revenue
 • Backgound is light Red Ranked in revenue, the customer is in the list of customers generating in bottom 5% of revenue
 •  Backgound is white. Text is normal This customer only bought once/not high dollars
 • Backgound is white, Text is Bold, Italics  This is a prospect or a former customer who has not bought from us in the past 2 years.
 
 

Key to Text Colour
Salesmatrix SWOT App Text Colour
SWOT.SOLUTIONS
Web site
Text Colour
 Customer Margin % is:
Green Green above one std deviation from avg margin %
Red Red below one std deviation from avg margin %
Black Black within one std deviation from avg margin %