Stores

BDSmktg is a field marketing company, therefore the work is done in the field and most often conducted in retail store locations.

There are two main groupings of stores at BDSmktg

Universal Store List (USL) – The USL contains all of the locations previously used and maintained by the company for all of its Teams and proposals. This list is constantly being updated to maintain its integrity. The store update process is contained in another document entitled Universal Store List Update Process to read more on the topic. Each store in the USL has a unique number assigned to it called a BDS Number.

Call Form Store Assignments – These are stores that are visited for the purpose of collecting data on a call form for a Team. Stores are added to a call form on a Team from the USL by searching for them or uploaded using their BDS Number. Store Assignments are stores requested by the client to be visited for a program on a Team.

Information for Creating Call Form Store Assignment:

Call Form – the name of the call form for which the store will be visited

Wave – stores on a call form for a specific Team are given a rank by the person adding them. The id of this rank is used in the Goal process and often to designate stores more important to visit than others.

BDS Store ID - the unique number for each store in the USL

Position – a bucket of stores created by a Team on their position tree (Team org structure). The position may or may not be filled with a person but the position holds the store for the position (territory).