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New Biz Buzz

  1. 1. New Biz Buzz October 2013
  2. 2. Local Leader Board 2013/2014 $619,016 1 Morgan $221,620 4 Different Clients 2 Steve $139,370 3 Different Clients 3 Ashlee $126,250 2 Different Clients 4 Kate $61,760 3 Different Clients 5 Kristy $27,123 2 Different Clients 6 Mike $19,650 2 Different Clients 7 Bianca $12,818 2 Different Clients 8 Anthony $10,425 2 Different Clients Average Booking $30,951
  3. 3. Success Stories • Ashlee – Royal Diamonds - $122k • Kate – Syntec Intl /Sennheiser - $18k • Morgan – Skiddoo - $30k • Steve – 1800 Blinds - $55k
  4. 4. Salesforce Synch with Outlook • Saves a copy of your emails directly into your Salesforce Account record • Benefits: • Search • Data Quality - address • Email Quality • No Reply • Gemma Pier, IT
  5. 5. Salesforce Mobile App • Salesforce TOUCH – Free at the App Store • Only for iphone/ipads not Blackberries • Allows you to leave your Uncovery Notes straight after the meeting. • Find the account, click the v arrow, Create Task, click Type “Uncovery Notes”, leave notes, change status to Completed, filed in Activity History. • Or add to your Open Activities notes and change task date • Please download and provide feedback

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