This document provides a summary of a presentation on IRIS Field Service Solutions' Prospecting module. The presentation covers managing prospects and existing clients, campaigns, opportunities and tasks, prospect monitors, producing estimates in SOP, and reporting. Prospecting allows users to manage sales leads and activities, from initial contact to producing estimates to converting prospects to customers. The module helps users track the sales pipeline and success through features for recording details, assigning tasks, linking to estimates, and reporting.

1. IRIS Field Service Solutions
Presentation 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 Prospecting
Prospecting is a simple CRM package that allows
a 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 Contents
Part One – Managing Prospects and Existing Clients
Part Two – Managing Campaigns
Part Three – Managing Opportunities
Part Four – Managing Opportunity Tasks
Part Five – Prospect Monitors
Part Six – Producing Estimate in SOP
Part Seven – Accepting an Estimate and Reporting

6. Managing Prospects and
Existing Clients
What is a prospect?
A ‘Prospect’ is a person or
company that you have not
yet done any business
with, and therefore have no
sales account or contract

7. Managing Prospects and
Existing Clients
Maintain Prospects can be used to
manage 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 and
manage sales initiatives. Both Prospects and
Clients 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 Opportunities
Sales interest from both from prospects and existing
customers can be recorded as an ‘Opportunity’
• Adding an Opportunity
• Opportunity Statuses
• Opportunity Search
• Document Management
• Copying an Opportunity
• Importing Opportunities

10. Managing Tasks within
an Opportunity
Tasks can be used within an Opportunity
to delegate and manage the sales activities
• Adding a Task
• Completing a Task
• Sales Persons diary
• Bulk Reassignment of Tasks

11. Prospect Monitors
Monitors are used to give users visibility of sales
activities. They can display details of current
opportunities 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 Estimates
The Prospects module can be used in
conjunction with SOP to produce estimates
• Opening an Estimate From
Prospecting
• Producing the Estimate
• Estimate Templates
• Creating Revisions
• Updating the Opportunity

13. SOP and Estimates
Once an Estimate has been accepted the Prospect
becomes 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 Prospecting
Capture Prospects Record
Manage Campaigns
Opportunities
Report 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