Relationship Management:
Contact Activities:
To assist in classifying Contacts, the user may set up a Profile Questionnaire. Enter Questionnaire in the search and select the Questionnaire Setup.
Enter whether the line represents a question or an answer. If the line is a question, enter the question in the description. If the line is an answer, enter the answer in the description.
The user may mark the Multiple Answers field if the question may have more than one possible answer.
The priority reflects the value assigned to the answer.
The user may also enter Contact ratings in the From Value and To Value fields.
The Profile may then be assigned to Contacts.
Segments may be set up to select a group of Contacts you wish to target for a campaign or an interaction based on specific criteria.
To create a Segment, enter the Segment in the search and select the related link. Then, choose New from the ribbon to create a new Segment.
A Segment Card will open for the user to set up the new Segment.
You may use the next No. in the No. Series setup for Segments or a manual No. of your choosing.
Enter a description for the Segment.
Enter the Salesperson Code and the Date.
To assign Contacts to select Add Contacts in the ribbon. You may filter on the request page to add the list of Contacts.
If you plan for a campaign or Interaction, you may populate the Campaign and/or Interaction tabs.
Close the card to go to the Segment List page. Highlight the new Segment created.
From the ribbon, select Related>Segment>Tasks to create the tasks required for the event you are planning.
On the Task List page, select Create Tasks from the ribbon.
On the Create Tasks page, enter the Type and Description of the Task. Populate the date and time fields.
Note that the meeting attendees populate based on the Segment Contacts added above. If a Contact is not required for the meeting, the user may delete them from the list.
The task may also be set up as a recurring event on the task card.
To record communications you have with Contacts and Segments, set up Interactions.
To record Interactions with a Contact on the ribbon of the Contact Card, select Actions>Create Interaction.
On the request, page enter the details of the Interaction.
The user may set up a list of Interaction Templates to use in the Interaction Template field on the Create Interaction page. The remaining fields will relate to the time and outcome of the Interaction.
The Interaction Templates are set up on the Interaction Template Setup page.
The user may create Opportunities for leads that are considered a sales opportunity and link the Opportunity to a salesperson to follow up on the prospect.
Before creating Opportunities, the Sales Cycles and Cycle Stages must be set up. Sales Cycles document the stages from initial contact to closing the sales. Requirements may be set up before moving to the next stage in the process. You may also specify if a stage may be skipped.
To set up Sales Cycle Codes, enter sales cycles in the search and select the related link. Then, from the ribbon, select New to create a new Sales Cycle.
Enter a Code and related Description.
From the ribbon, select Stages to map out the stages required in the cycle.
In the Stage field, assign the order of the stages.
Enter a description of the stage.
An Activity Code may be entered from a list of Activities created. To set up, Activities enter Activities in the search and select the related link. Then, on the Activities List page, choose New in the ribbon to create a new activity.
On the Activity Card, enter the tasks required to achieve this Activity.
Designate a priority for the task.
Populate the Date Formula with the expected time it will take to achieve each task in the Activity.
The user may select from this list to populate the Activity Code on the Sales Cycles.
The Quote Required field designates if a Sales Quote is required to move to the next stage in the cycle.
Allow Skip allows the user to skip the cycle.
Opportunities are created from a Salesperson/Purchaser or a Contact.
Create an Opportunity for a Contact from the Contact card in the ribbon select Actions>Create Opportunity.
The user will populate the Opportunity Card.
From the ribbon, the user will activate the Sales Cycle Stages.