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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.
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Agenda Core Application New Customer Wizard Contact Roles
Sales & Service Revenue Opportunities Message Task Reporting Recruiter Module Searching Companies Contacts Talent New Contacts Messages
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Customer Record
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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
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Adding New Customer Statuses
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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
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Adding New Contact Statuses
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Contact Roles
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How to add additional Contact Role options
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Sales & Service
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How we use Sales & Service
Sales Info Sales Level Sales Notes Free Text
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How we use Sales & Service
Other Info Industry Code Customer Type Competition Free Text
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How we use Sales & Service
Lead Info Lead Source Description Free Text
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Revenue Opportunity
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How Avionte Uses Revenue Opportunity
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Messages Manage relationship progression in one place
Messages can also be Tasks Appointments Reporting on Messages
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Linking on Messages
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Tasks/Calendar
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Tasks To-do list Recurring tasks for daily, weekly, monthly items
Regenerate Feature Linking on Task items
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How to create Tasks
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Calendar/Appointments
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How to create Appointments
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Start Page tasks/calendar
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Reports
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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
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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
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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
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Follow Up & Reporting Revenue Opportunity AQ = SALES PIPELINE
This report is a useful tool for forecasting future revenue and determining recent sales activity
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Revenue Opportunity AQ
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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
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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
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Review Profit & Identify Trends
Gross Profit and Hours Comparison Report Allows you to compare gross profit and hours between two specified time periods
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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
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Aero: Recruiter Module
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Aero: Recruiter Module
Searching Tips
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Aero Company Search
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Aero: Recruiter Module
Customer Order
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Aero Company Search
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Aero Company Search
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Aero: Recruiter Module
Talent Search
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Talent Search
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Aero: Recruiter Module
Contact Search
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Aero Recruiter Module: Search Contacts
Enter Search Enter Range of Search Verify Role
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Aero Recruiter Module: Search Contacts
Filter
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Aero: Recruiter Module
New Contacts
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Aero Recruiter Module: New Contacts
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Aero Recruiter Module: New Contacts
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Aero: Recruiter Module
Messages on the go
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Aero Recruiter Module: Messages
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Aero Recruiter Module: Messages
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Next big thing for Recruiter Module
ADDING CUSTOMERS!!!!
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Questions
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