Sales Tracker Podio guideline

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how to use Sales tracker in Podio

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Sales Tracker Podio guideline

  1. 1. Podio.com What is Podio? Podio is an online workspace sharing system. There are many functons, but for now, we will build upon the CRM system. Many AIESEC countries around the world are using this system for many purposes Why we use Podio? 1. User Friendly system. 2. You will never remember the link for google doc spreadsheet for any sales tracker, in podio, you will remember this for sure. 3. Track based on Activity. Step 1 : Create an account Go to www.podio.com and enter your email under “enter your email address” and click on “sign up” Please use your myaiesec.net address Once done, email Reynaldo Rayne at aldo.rayne@aiesec.net to get invitation to join the AIESEC in Indonesia workspace in Podio.
  2. 2. Step 2 : Access the AIESEC in Indonesia workspace Step 3 : Using the System, add the Sales Activity Apps : Sales Tracker , just use this one to track down all activity in doing sales here. Activity Stream, in those stream, you will be able to see the people who update any information in the AIESEC in Indonesia Timeline.
  3. 3. Step 4 : Access the Sales Tracker Click : add Sale to update your sales activity. *every part need to be filled. Fill the Sales Tracker : I will not explaining much here, because everything is explanatory in the form.
  4. 4. Update your Meeting Output, follow up Meeting Output in the tracker. Whenever you have do any follow up Meeting ensure that you update it, so we know you actually still taking care of this account  If you still have any question, or any suggestion to improve this system, simply e- mail me at aldorayne@aiesec.net

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