Editing Roles: Sales Person
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* [[Roles: Sales Person#Track and follow-up with existing sales leads|Track and follow-up with existing sales leads]] | * [[Roles: Sales Person#Track and follow-up with existing sales leads|Track and follow-up with existing sales leads]] | ||
− | * [[ | + | * [[Enter new sales leads]] |
− | * [[ | + | * [[Enter and follow-up on proposals]] |
− | * [[ | + | * [[Convert proposals to orders or invoices]] |
− | * [[ | + | * [[Convert Direct Marketing leads to sales leads]] |
− | * [[ | + | * [[Track Customers as sales leads]] |
− | * [[ | + | * [[Best Practices for Sales People]] |
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− | + | Enter new sales leads | |
Before entering a new sales lead, be sure to check if the lead already exists as a customer or sales lead in the system. Follow the search procedure above. If you create a new sales lead that is already in the system, it will be hard to merge the new information you enter with the existing information. Once you know this is a new sales lead, you can enter it by simply going to sales lead and selecting "New Lead". You can also enter a new lead by selecting the menu item called "New Item" and select Lead or simple select ctrl-alt-L. | Before entering a new sales lead, be sure to check if the lead already exists as a customer or sales lead in the system. Follow the search procedure above. If you create a new sales lead that is already in the system, it will be hard to merge the new information you enter with the existing information. Once you know this is a new sales lead, you can enter it by simply going to sales lead and selecting "New Lead". You can also enter a new lead by selecting the menu item called "New Item" and select Lead or simple select ctrl-alt-L. | ||
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− | + | Enter and follow-up on proposals | |
Proposals are used for actual proposals or for tracking opportunities. You can start entering a proposal as soon as you have a qualified lead and know some information about the products or services the lead (or customer) is looking for. These proposals can be used as a "pipeline" to track you future sales opportunities. | Proposals are used for actual proposals or for tracking opportunities. You can start entering a proposal as soon as you have a qualified lead and know some information about the products or services the lead (or customer) is looking for. These proposals can be used as a "pipeline" to track you future sales opportunities. | ||
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− | + | Convert proposals to orders or invoices | |
Once a sales lead agrees to the proposal, you will convert the proposal to one or more orders or invoices. "New for SME6.2" is the ability to generate multiple orders from one proposal for example if the proposal is broken into multiple phases of a project. | Once a sales lead agrees to the proposal, you will convert the proposal to one or more orders or invoices. "New for SME6.2" is the ability to generate multiple orders from one proposal for example if the proposal is broken into multiple phases of a project. | ||
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− | + | Convert Direct Marketing leads to sales leads | |
If your organization is using Direct Marketing to track leads used in marketing lists or other, you may be going through Direct Marketing records. Once the you get a hold of a direct sale and they have any interest in your products, you simply convert the direct marketing to a sales lead and track in the sales lead section. | If your organization is using Direct Marketing to track leads used in marketing lists or other, you may be going through Direct Marketing records. Once the you get a hold of a direct sale and they have any interest in your products, you simply convert the direct marketing to a sales lead and track in the sales lead section. | ||
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− | + | Track Customers as sales leads | |
You can also track customers as sales leads. Remember past customers are a great source for sales. First find the customer using the search mechanisms. If you want to track the customer as a sales lead simply select Actions>Copy to Sales. This customer will now be in the sales lead section to track as a sales lead. The lead will also be linked as a customer so that when a proposal is converted to an order it will use the same customer record and not create a new customer record. | You can also track customers as sales leads. Remember past customers are a great source for sales. First find the customer using the search mechanisms. If you want to track the customer as a sales lead simply select Actions>Copy to Sales. This customer will now be in the sales lead section to track as a sales lead. The lead will also be linked as a customer so that when a proposal is converted to an order it will use the same customer record and not create a new customer record. | ||
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− | + | Best Practices for Sales People | |
Here are a few Best Practices that sales people should follow and how to follow these best practices with SME: | Here are a few Best Practices that sales people should follow and how to follow these best practices with SME: |