The document outlines a secret roadmap presented by Shawna Evans and Claudette Dunlap, detailing the implementation of the 'Beyond' system to track prospects and manage customer records. It emphasizes new workflows for service representatives, allowing for efficient prospect tracking and documentation management, including electronic document uploads and online form requirements. The goal is to improve the process of converting prospects into customers while utilizing the updated system features.

1. Roadmap: Top Secret
Security Clearance: Primary
Mission Objective
Presented by:
Shawna Evans – Implementation Manager
Claudette Dunlap – Director of National Sales

2. Introductions
• Shawna Evans - Joined TempWorks in 2013
• Manages internal implementation team members including Project
Managers and Documentation Specialists
• Claudette Dunlap – Joined TempWorks in 2012
• Manages sales team including Senior Sales Managers and Sales
Engineers

3. Mission Brief
Tracking Prospects in Beyond
Buzz Time Entry
Service Rep Only Workflows

4. Using Enterprise to Track Prospects
AKA The Old Way

5. Using Beyond to track Prospects
New prospect records allow you to quickly record and manage
potential new customers or contacts

6. Using Beyond to track Prospects
A unique record for unique tracking.

7. Using Beyond to track Prospects
Documents tab allows you to drag and drop electronic
documents, i.e. scanned business cards, emails or quotes related
to a prospect

8. Using Beyond to track Prospects
Custom data allows for any additional fields you would like to track

9. Using Beyond to track Prospects
When you’re ready, convert the Prospect to a Customer Record

10. Using WebCenter to Track Time
AKA The Old Way

11. Buzz Time Entry

12. Buzz Time
Entry
Buzz Time Entry

13. Buzz Time
Entry
Buzz Time Entry

14. Service Rep Only Workflows

15. Service Rep Only Workflows

16. • Service reps (SRs) will log into HRCenter to
complete the form
• SRs select Save and Continue once a form is
completed
• Forms can require documents be uploaded to
support the form.
• SR forms can require signatures, just like
employee forms
Service Rep Only Workflows

17. Service Rep Only Workflows
All signed forms are available
within the customer record of Beyond

18. Questions?