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If you run a Telephone Sales operation, you know the importance of
keeping you staff organized. |
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Contact Master Buttons | |||||||
Find Contact field offers a list of all calls made. The user chooses from the list and the client will be brought forward. This list includes all accounts including Dead accounts. | |||||||
Paste is designed to be used with web pages from canada411.ca or yellowpages.ca where a record is stored in the following order: Business Name, Telephone Number, Address, City, Province. The user selects the 4 fields from the original source document then returns to this program and chooses the Paste button. The 4 selected fields are input into the form and the user is ready to continue the call process. Click here for more about this feature.. | |||||||
Dead will categorized the account as such and remove it from the active list. The killed client will remain in the Find Contact list in case their classification changes. | |||||||
Proposal will produce the paper work (in an Excel spreadsheet required) and save a permanent record under the user’s My Documents\Proposal folder. | |||||||
Sale will open a secondary screen which allows the user to input sale criteria. A permanent customer record will be stored under the user’s My Documents\Sold folder. | |||||||
Accept button will categorize the client as accepted. Any necessary paperwork would also be produced (not yet complete) | |||||||
Delete will remove the entire record from the database. The user will be asked to confirm the deletion prior the action taking place. | |||||||
New produces an empty Contact worksheet. |
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Time Line will offer the user the contact history for each level of the completed transaction. | |||||||
Products | |||||||
This section keeps track of the products the client is interested in. There is no limit as to how many products one client can purchase. When the Sales Rep chooses a product from the list, all pertinent information is loaded. | |||||||
Appointments | |||||||
The appointment area shows the information about the last contact with the
client. The user can either overwrite the information or choose the Add
New Call button to keep a history about the contact. Items are removed from the Calls to make list when the user creates a new date/time or when they insert a check beside the Call Made option. |
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Summary | |||||||
The summary area offers the rep comparative pricing which can substantially enhance the call. |
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