Wind in your Sales Presented by Jason Ortner Joey Wertz Melissa Prentice Mike Scoville

Using Avionté As Your Sales CRM Entering new Prospects Contact Roles Sales and Service Revenue Opportunity Appointments & Tasks Messages Reporting/Follow Up Sales Mobile App Brandee Bullet outline of topics: Sales/Svc - Contact Roles - Rev Opp Msgs Tasks Reporting Sales Mobile App

Best Practices When Using Avionté As Your Sales CRM Tool Consider adding these items to your New Customer Wizard Contact Role Sales & Service Revenue Opportunity Have the Status of your new Customers default to “Prospect” Helps with searches and internal communication on new Customers

Contact Roles Contact Roles are configurable to support additional Avionté features Time Approver Web Portal User

Sales & Service Choose A Sales Level Sales Notes Industry Code Can be customized via Admin Tools Sales Notes Use for reminders, hot-button items, Customer likes, etc. Industry Code Becomes a searchable item Customer Type Local/National/Regional Lead Source Are you tracking where your leads come from?

Revenue Opportunity Tracking upcoming business allows Sales Managers to better forecast You can become proactive in your marketing efforts when you know what’s coming up What do you have that your competition doesn’t? Run reporting to know when and where to follow up Brandee

Messages Manage the relationship progression in one place Messages can also be… Tasks Appointments Attach Contacts Reporting on Messages Brandee

Tasks Can be synced to Outlook Tasks using the Outlook Connector Consider setting recurring Tasks for daily, weekly, monthly, etc items. Regenerate feature Tracking & Follow Up Eli

Appointments Can be synced with Outlook by using the Outlook Connector Attach other Users Set recurring meetings Eli

Follow Up/Reporting Staffing Action Report for searching Messages Revenue Opportunity Report Customer Contact Eli

Avionté Mobile Sales App Simultaneously linked to the Avionté Core Application Available for download from iTunes Store and Google Play No charge for the app itself Costs are based upon number of Users that utilize the app. Ortner

Avionté Mobile Sales App Edit Customer records Add and View Contacts Add and View Messages View Tasks & Appointments View Customer locations in Google® Maps Ortner

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