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IRIS SiCLOPS Masterclass
IRIS SiCLOPS Masterclass
IRIS SiCLOPS Masterclass
IRIS SiCLOPS Masterclass
IRIS SiCLOPS Masterclass
IRIS SiCLOPS Masterclass
IRIS SiCLOPS Masterclass
IRIS SiCLOPS Masterclass
IRIS SiCLOPS Masterclass
IRIS SiCLOPS Masterclass
IRIS SiCLOPS Masterclass
IRIS SiCLOPS Masterclass
IRIS SiCLOPS Masterclass
IRIS SiCLOPS Masterclass
IRIS SiCLOPS Masterclass
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IRIS SiCLOPS Masterclass

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Specially designed for IRIS SiCLOPS customers, these Masterclass slides will provide an overview on the Prospecting module, showing how you can manage and optimise your sales activities for both …

Specially designed for IRIS SiCLOPS customers, these Masterclass slides will provide an overview on the Prospecting module, showing how you can manage and optimise your sales activities for both existing and potential customers.

Published in: Technology, Business
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Transcript

  • 1. IRIS Field Service SolutionsPresentation by Warren Brierley
  • 2. SiCLOPS Masterclass Prospecting Module Warren Brierley Business Consultant – IRIS Field Service Solutions
  • 3. PLEASE turn off your mobile!There will be regular breaks to check email and phone messages
  • 4. Introduction to ProspectingProspecting is a simple CRM package that allowsa customers to manage their sales activities• Allows users to record details of potential customers alongside existing customers without the need to create a sales account.• Create and manage campaigns• Manage opportunities and delegate sales activity tasks• Link to SOP in order to produce estimates• Report on sales pipeline and record success
  • 5. Demonstration ContentsPart One – Managing Prospects and Existing ClientsPart Two – Managing CampaignsPart Three – Managing OpportunitiesPart Four – Managing Opportunity TasksPart Five – Prospect MonitorsPart Six – Producing Estimate in SOPPart Seven – Accepting an Estimate and Reporting
  • 6. Managing Prospects andExisting ClientsWhat is a prospect?A ‘Prospect’ is a person orcompany that you have notyet done any businesswith, and therefore have nosales account or contract
  • 7. Managing Prospects andExisting ClientsMaintain Prospects can be used tomanage details of your Sales Leads• Adding a Prospect• Searching for a Prospect• Editing a Prospect• Add a document to a Prospect• View a document a Prospect• Prospect contacts• Importing Prospects
  • 8. Managing Campaigns‘Maintain Campaigns’ allows a user to set up andmanage sales initiatives. Both Prospects andClients can be added to a Campaign• Linking prospects to Campaigns• Adding memos• Adding an activities to a Campaign• Updating an activity• Creating a mailshot
  • 9. Managing OpportunitiesSales interest from both from prospects and existingcustomers can be recorded as an ‘Opportunity’• Adding an Opportunity• Opportunity Statuses• Opportunity Search• Document Management• Copying an Opportunity• Importing Opportunities
  • 10. Managing Tasks withinan OpportunityTasks can be used within an Opportunityto delegate and manage the sales activities• Adding a Task• Completing a Task• Sales Persons diary• Bulk Reassignment of Tasks
  • 11. Prospect MonitorsMonitors are used to give users visibility of salesactivities. They can display details of currentopportunities and the status of tasks• Viewing Prospect monitors• Opening an opportunity• Viewing Monitor Graphs• Selecting a Monitor Template• Creating a template for Tasks and Opportunities
  • 12. SOP and EstimatesThe Prospects module can be used inconjunction with SOP to produce estimates• Opening an Estimate From Prospecting• Producing the Estimate• Estimate Templates• Creating Revisions• Updating the Opportunity
  • 13. SOP and EstimatesOnce an Estimate has been accepted the Prospectbecomes a Client. Sales reports can also be produced• Accepting an Estimate• Turning the Prospect into a Customer• Creating a Contract / Equipment• Creating a Service Call• Updating the Opportunity• Sales Reports
  • 14. Summary of ProspectingCapture Prospects Record Manage Campaigns OpportunitiesReport on Success Manage Activity Delegate Tasks
  • 15. More Information Thank You for Listening If you want more information about the Prospect module and its features please contact your Account Manager

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