Increasing Productivity of your Sales Staff Matt Provost Kacie Johnson Joe Sobieck Introduction will consist of questions to help give us a quick snapshot of who is in the room.
Agenda Core Application New Customer Wizard Contact Roles Sales & Service Revenue Opportunities Message Task Reporting Recruiter Module Searching Companies Contacts Talent New Contacts Messages
Customer Record
Tracking Prospects & Leads Manage/Edit your New Customer Wizard Basic Info & Contact Roles Admin Tools > Wizard Review Customer statuses Do they represent your sales process? Avionté’s Default Customer Statuses: Prospect Credit Check Active Collections Lost Inactive Delete
Adding New Customer Statuses
Contacts Enter in your contact(s) for the prospect customer Review Contact statuses Do they represent your Sales Process? Talk about contact roles more How to add more Avionté’s Default Contact Statuses: Prospect Active Inactive Deleted
Adding New Contact Statuses
Contact Roles
How to add additional Contact Role options
Sales & Service
How we use Sales & Service Sales Info Sales Level Sales Notes Free Text
How we use Sales & Service Other Info Industry Code Customer Type Competition Free Text
How we use Sales & Service Lead Info Lead Source Description Free Text
Revenue Opportunity
How Avionte Uses Revenue Opportunity
Messages Manage relationship progression in one place Messages can also be Tasks Appointments Reporting on Messages
Linking on Messages
Tasks/Calendar
Tasks To-do list Recurring tasks for daily, weekly, monthly items Regenerate Feature Linking on Task items
How to create Tasks
Calendar/Appointments
How to create Appointments
Start Page tasks/calendar
Reports
Reports for Sales & Service Comprehensive Customer AQ This report offers a very detailed summary of Customer information and includes historical invoice and total hour information for annual comparison. Shows Sales Level, Industry Code, Customer Type, Competition, Lead Source, Lead Source Description
Reports for Sales & Service Follow Up Report This report offers a good summary of recent sales performance and can be helpful for determining the last point of contact for a customer and potential future revenue
Follow Up & Reporting Staffing Action Report Track/Review Appointments, Message or Tasks Can be ran by Customer This is a useful report for tracking recruiter activity and for finding specific messages that
Follow Up & Reporting Revenue Opportunity AQ = SALES PIPELINE This report is a useful tool for forecasting future revenue and determining recent sales activity
Revenue Opportunity AQ
Review Profit & Identify Trends Gross Profit Report Great all-around report that can give you a good idea of company and sales performance This report can also be used for bonus and commission calculations
Review Profit & Identify Trends If you’re making money, breaks out payroll costs to analyze where you can reduce costs, see which clients most of the revenue is coming from, or which clients are lacking, cost is more than revenue, You can see the breakdown of costs, Can be used to determine where sales focus of the staffing company should be Compare the amount of money your company is making (gross profit) to another date range Can be used to identify trends & busy/slow seasons High level review of company growth
Review Profit & Identify Trends Gross Profit and Hours Comparison Report Allows you to compare gross profit and hours between two specified time periods
Review Profit & Identify Trends If you’re making money, breaks out payroll costs to analyze where you can reduce costs, see which clients most of the revenue is coming from, or which clients are lacking, cost is more than revenue, You can see the breakdown of costs, Can be used to determine where sales focus of the staffing company should be Compare the amount of money your company is making (gross profit) to another date range Can be used to identify trends & busy/slow seasons High level review of company growth
Aero: Recruiter Module
Aero: Recruiter Module Searching Tips
Aero Company Search
Aero: Recruiter Module Customer Order
Aero Company Search
Aero Company Search
Aero: Recruiter Module Talent Search
Talent Search
Aero: Recruiter Module Contact Search
Aero Recruiter Module: Search Contacts Enter Search Enter Range of Search Verify Role
Aero Recruiter Module: Search Contacts Filter
Aero: Recruiter Module New Contacts
Aero Recruiter Module: New Contacts
Aero Recruiter Module: New Contacts
Aero: Recruiter Module Messages on the go
Aero Recruiter Module: Messages
Aero Recruiter Module: Messages
Next big thing for Recruiter Module ADDING CUSTOMERS!!!!
Questions