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

2. 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

3. 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

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

5. 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?

6. 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

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

8. 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

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

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

11. 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

12. 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

24. Question?