Enhancing Your Sales Department! CRM - Quoting, Leads .

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CRM - Quoting, Leads, OpportunitiesEnhancing your Sales Department!

A Sales OverviewTypical Usage of Sales Interface- Create Customer- Generate Quote- Quoting Tools- Commit Quote to Order2

A Sales Overview - Create a CustomerCustomer Info- Enter Contact Info- Customer Portal- Shipping/Billing Info- Commissions- Generate a Quote3

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Quoting - Advanced ToolsEnter Quote Header/Line Info- Quoting Tools- Sending Emails- Workflow- Documents- Notes7

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Quoting - Advanced ToolsSending Emails- Send the PDF of your Quote to your contact- CC/BCC members of your team or others- Write body of text- Can be customized in config settings- ‘Quote Email Body’- Auto-Attach PDF to the ‘Documents’9

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Quoting - Advanced ToolsWorkflow- Assign the Quote to Different Users- Define the Workflow Stages- Admin Data Maintenance Workflow- Admin Maintenance Workflow Maintenance- Emails sent to the receiver- CC others on workflow change12

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Quoting - Advanced ToolsDocuments and Notes- Attach Documents to the Quote- Transfers over to the Order- Auto Attach from PDF- Add Notes for Internal Communication- Set Calendar Reminders- MAKE THEM STICKY!14

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A Sales Overview - Quote to OrderFinalize Quote Details/Commit To Order-Sub Assemblies?Build now or later?MRP Build?Scheduling?18

Quoting - Questions?19

A CRM OverviewLeads- Manage Workflow- Conversion StatsOpportunities- View Potential Sales in Your Pipeline- Manage Workflow20

Leads - An OverviewIn Cetec, leads allow your sales department totrack potential sales for new customers andinternally communicate next steps for eachlead within your sales funnel.Using leads look something like this:21

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Leads - Into the Sales Funnel!25

Leads - SetupData Maintenance Tables-LeadSourceLeadTypeWorkflowStageWorkflow Maintenance26

Leads - SetupAdmin Maintenance Data Maintenance*LeadSource*Represents *how* you acquired the lead.27

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Leads - SetupAdmin Maintenance Data Maintenance*LeadType*Represents what category this lead falls under.29

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Leads - SetupAdmin Maintenance Data Maintenance*WorkflowStage*Represents the stage of the lead within yourSales Funnel- Note the ‘Method to Run’ column- convert to customer31

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Leads - SetupAdmin Maintenance Workflow Maintenance*Lead*Represents each user’s role within eachWorkflow Stage33

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Leads - CreationFinally! Let’s, create a leadSales Leads Lead List *Create*Similar to a customer, give them a name, andassign them a ‘Program’36

Leads - CreationGive the lead some info-Lead SourcePotential Sale ( )Estimated Conversion DateNotes38

Leads - Into the Sales Funnel!Track ownership of the lead- Workflow Assignment- Hierarchy of Lead Stage40

Leads - Into the Sales Funnel!See the data come to life-ReportsLead Value Bar GraphsVisual Sales FunnelHome Page KPI42

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Leads - Into the Sales Funnel!46

Leads - Conversion!Recall our ‘Method to Run’ setup-Establish lead in the ‘Acquired’ StageActivate the Lead into a CustomerCarry on with Customer dataGenerate a Quote!47

Leads - Conversion StatsReview Valuable Lead Conversion Data- Lead/Customer Percentage- Conversion Rate- View per Month- VIew Cost per Lead49

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Leads - Questions?51

Opportunities - An OverviewOpportunities in Cetec are a way to gagepotential sales of existing customers.It’s separate from a Quote, but they canwork in tandem.Let’s take a quick peak.52

Opportunities - SetupData Maintenance Tables- Opportunity Type- Workflow Stage- Workflow Maintenance53

Opportunities - Opportunity TypeAdmin Maintenance Data Maintenance*Opportunity Type*Represents the Category of the Opportunity- Likely a specific upcoming sale54

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Opportunities - Workflow StageAdmin Maintenance Data Maintenance*WorkflowStage*Represents the stage of the opportunity withinyour Sales Funnel56

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Opportunities - Workflow MaintenanceAdmin Maintenance Workflow Maintenance*Opportunity*Represents each user’s role within eachWorkflow Stage58

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Opportunities - CreationLet’s Create an Opportunity!Navigate to a Customer Record and scroll to thevery bottom.Select your Opportunity Type and click *Create*61

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Opportunities - CreationLet’s fill in some data- Probability- Net Potential Sale- Part Numbers- Qty- Resale- Date63

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Opportunities - CreationManage the workflow on the opportunity- Assign the Opportunity- Enter Notes- View Workflow History65

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Opportunities - See the Data!Display sales opportunity data- Potential Sales by Opportunity Program- Dollars/Probability- Potential Sales in a Pipeline67

Opportunities - Questions?70

CRM - Questions?71

Leads - An Overview In Cetec, leads allow your sales department to track potential sales for new customers and internally communicate next steps for each lead within your sales funnel. Using leads look something like this: 21

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