{"id":6904,"date":"2017-07-29T15:26:19","date_gmt":"2017-07-29T15:26:19","guid":{"rendered":"https:\/\/smarterbusinessprocesses.com\/?page_id=6904"},"modified":"2020-04-21T12:09:52","modified_gmt":"2020-04-21T12:09:52","slug":"team-sales-leads","status":"publish","type":"page","link":"https:\/\/smarterbusinessprocesses.com\/team-sales-leads\/","title":{"rendered":"Team Sales Leads"},"content":{"rendered":"<h5><span style=\"color: #000000; font-size: large;\">A Suite of Three Sales Marketing and Support Apps using a common database<\/span><\/h5>\n<p><span style=\"color: #222222;\"><span style=\"font-size: large;\">Ideal for Companies Selling a wide range of Goods and Services to property owners e.g. Glazing, Solar, Decking, Property Remodelling, Kitchens, Water treatment etc.<\/span><\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-full wp-image-11734 lazyload\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" data-src=\"https:\/\/www.smarterbusinessprocesses.com\/wp-content\/uploads\/2020\/04\/cd6e98ba-fa17-4fdf-abba-460bbb027395.jpg\" alt=\"\" width=\"1000\" height=\"583\" \/><noscript><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-full wp-image-11734 lazyload\" src=\"https:\/\/www.smarterbusinessprocesses.com\/wp-content\/uploads\/2020\/04\/cd6e98ba-fa17-4fdf-abba-460bbb027395.jpg\" alt=\"\" width=\"1000\" height=\"583\" srcset=\"https:\/\/smarterbusinessprocesses.com\/wp-content\/uploads\/2020\/04\/cd6e98ba-fa17-4fdf-abba-460bbb027395.jpg 1000w, https:\/\/smarterbusinessprocesses.com\/wp-content\/uploads\/2020\/04\/cd6e98ba-fa17-4fdf-abba-460bbb027395-300x175.jpg 300w, https:\/\/smarterbusinessprocesses.com\/wp-content\/uploads\/2020\/04\/cd6e98ba-fa17-4fdf-abba-460bbb027395-768x448.jpg 768w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/noscript><\/p>\n<p>&nbsp;<\/p>\n<ol>\n<li><span style=\"color: #222222;\"><span style=\"font-size: large;\"><u><b>Sales Leads Entry &amp; Qualifying<\/b><\/u><\/span><\/span><\/li>\n<\/ol>\n<p><span style=\"color: #222222;\"><span style=\"font-size: medium;\">Sales leads arrive via online form data entry, ready for qualification and appointment setting in one spreadsheet for easy access and progression from lead to Sale. <\/span><\/span><\/p>\n<p><span style=\"color: #222222;\"><span style=\"font-size: medium;\">Two Views to manage Leads &#8211; New Leads and Follow Up Calls<\/span><\/span><\/p>\n<ol start=\"2\">\n<li><span style=\"color: #222222;\"><span style=\"font-size: large;\"><u><b>Assign and Dispatch <\/b><\/u><\/span><\/span><\/li>\n<\/ol>\n<ul>\n<li><span style=\"color: #222222;\"><span style=\"font-size: medium;\">Sales manager releases all the assign leads at a specific time <\/span><\/span><\/li>\n<li><span style=\"color: #222222;\"> <span style=\"font-size: medium;\">Qualified Leads allocated to appropriate sales teams<\/span><\/span><\/li>\n<li><span style=\"color: #222222;\"><span style=\"font-size: medium;\">Sales teams are able to see all the sales leads released to them. <\/span><\/span><\/li>\n<li><span style=\"color: #222222;\"><span style=\"font-size: medium;\">Sales Team Calendars &#8211; Sales leads in Date and time order<\/span><\/span><\/li>\n<li><span style=\"color: #222222;\"><span style=\"font-size: medium;\">View the location of the sales lead on a map view<\/span><\/span><\/li>\n<li><span style=\"color: #222222;\"><span style=\"font-size: medium;\">Each appointment notes client\u2019s requirements and budget <\/span><\/span><\/li>\n<li><span style=\"color: #222222;\"><span style=\"font-size: medium;\">Map pins show locations and driving instructions <\/span><\/span><\/li>\n<\/ul>\n<ol start=\"3\">\n<li><span style=\"color: #222222;\"><span style=\"font-size: large;\"><u><b>Sales &amp; Site Evaluation<\/b><\/u><\/span><\/span><\/li>\n<\/ol>\n<ul>\n<li><span style=\"color: #222222;\"><span style=\"font-size: medium;\">Site Survey and questionnaire establishes requirements, building a detailed quotation for sign off and installation, delivery or later follow up. <\/span><\/span><\/li>\n<\/ul>\n<ul>\n<li><span style=\"color: #222222;\"><span style=\"font-size: medium;\">Site survey will capture information essential for installation<\/span><\/span><\/li>\n<li><span style=\"color: #222222;\"><span style=\"font-size: medium;\">Questionnaire specific to the Industry &amp; Company standards<\/span><\/span><\/li>\n<li><span style=\"color: #222222;\"><span style=\"font-size: medium;\">Sales teams use mobile device to capture photos, measurements and client needs<\/span><\/span><\/li>\n<li><span style=\"color: #222222;\"><span style=\"font-size: medium;\">Sales Quotation or Contract calculated immediately, signed on the App screen and emailed to the client while on the client\u2019s premises.<\/span><\/span><\/li>\n<\/ul>\n<p><span style=\"color: #222222;\"><span style=\"font-size: medium;\"><u><b>Deliverables <\/b><\/u><\/span><\/span><\/p>\n<ul>\n<li><span style=\"color: #222222;\"><span style=\"font-size: medium;\">3 User Apps, One for each activity providing unique Login Views <\/span><\/span><\/li>\n<li><span style=\"color: #222222;\"><span style=\"font-size: medium;\">Data Tables in Smartsheet <\/span><\/span><span style=\"color: #222222;\"><span style=\"font-size: small;\">(or Excel or Google if preferred)<\/span><\/span><\/li>\n<li><span style=\"color: #222222;\"><span style=\"font-size: medium;\">Smartsheet Report :- To Do List for Sales manager <\/span><\/span><\/li>\n<li><span style=\"color: #222222;\"><span style=\"font-size: medium;\">Smartsheet Report :- To Do Lists for Telemarketers <\/span><\/span><\/li>\n<li><span style=\"color: #222222;\"><span style=\"font-size: medium;\">Smartsheet Report :- To Do Lists for sales follow ups<\/span><\/span><\/li>\n<li><span style=\"color: #222222;\"><span style=\"font-size: medium;\">Smartsheet Report :- Leads Source Success details<\/span><\/span><\/li>\n<\/ul>\n<p><span style=\"color: #222222;\"><span style=\"font-size: small;\">Setup includes allowance for Two days (16 work hours) to Walk through the Leads to Sales solution with the client&#8217;s senior managers to Map and ideally improve their existing Sales processes, driven by this user friendly easily managed suite of Apps. <\/span><\/span><\/p>\n<p><span style=\"color: #222222;\"><span style=\"font-size: small;\">We will help the client to manage expectations of the software and ensure that they understand the commitment required to achieve success, which will include user training videos.<\/span><\/span><\/p>\n<p><span style=\"color: #222222;\"><span style=\"font-size: small;\">Two further Consultancy days allocated to modifying standard App to include Client specific wording, product description and pricing, access to supportive PDF ref materials or Video to aid the sale. <\/span><\/span><\/p>\n<p><span style=\"color: #222222;\"><span style=\"font-size: small;\"><b>Client Choices and modifications available within the standard price. <\/b><\/span><\/span><\/p>\n<p><span style=\"color: #222222;\"><span style=\"font-size: small;\">For example:-<\/span><\/span><\/p>\n<ol>\n<li><span style=\"color: #222222;\"><span style=\"font-size: small;\">Changing display names of fields to adopt the client&#8217;s terminology<\/span><\/span><\/li>\n<li><span style=\"color: #222222;\"><span style=\"font-size: small;\">Changing drop down box values not dependent upon the values in them for logic decisions<\/span><\/span><\/li>\n<li><span style=\"color: #222222;\"><span style=\"font-size: small;\">Client may choose from a number of Appsheet provided colour themes<\/span><\/span><\/li>\n<li><span style=\"color: #222222;\"><span style=\"font-size: small;\">Database setup for the Client, for adding and updating the SalesPerson table with their contact numbers, addresses and email addresses<\/span><\/span><\/li>\n<li><span style=\"color: #222222;\"><span style=\"font-size: small;\">Setup user access to each app and apply security filters<\/span><\/span><\/li>\n<li><span style=\"color: #222222;\"><span style=\"font-size: small;\">How To&#8230;.. Videos following the business processes for the role with the Leads to Sales solution suite.<\/span><\/span><\/li>\n<li><span style=\"color: #222222;\"><span style=\"font-size: small;\">How To &#8230;. Quick cheat sheets for each of the basic processes using the new system.&#8221;<\/span><\/span><\/li>\n<\/ol>\n<p><span style=\"color: #0000ff;\"><b>Price:<\/b><\/span><br \/>\n<span style=\"color: #0000ff;\"><b>Upfront cost \u00a33000 &#8211; $4000 for the full three App system * &#8211;\u00a0 <\/b>customisation is available for an additional charge based on requirements<\/span><br \/>\n<span style=\"color: #0000ff;\"><b>Monthly User Support &amp; Licenses &#8211; \u00a33.00 \/ $5.00 per user per month &#8211;\u00a0 <\/b>Minimum rolling 3 month contract (=VAT for EU cients, no sales tax for USA Clients)<\/span><\/p>\n<p><span style=\"color: #0000ff;\">Additional Consultancy days available at \u00a3750\/ $1000 as required.<\/span><br \/>\n<span style=\"color: #0000ff;\">Personalised training sessions of 1\u00bd hrs each available as one to one<\/span><br \/>\n<span style=\"color: #0000ff;\">or one to many as required. Cost \u00a3150 \/ $250 each + set up fee. <\/span><\/p>\n<p><span style=\"font-size: medium;\"><b>Arrange your <\/b><\/span><a href=\"https:\/\/app.smartsheet.com\/b\/form\/0689d2df267a4b6f9039e8520c72aa71\" target=\"_blank\" rel=\"noopener\"><span style=\"font-size: medium;\"><u><b>Free Initial Consultation<\/b><\/u><\/span><\/a><span style=\"font-size: medium;\"><b> to review your Team App requirements &#8211; we&#8217;d love to hear from you.<\/b><\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>A Suite of Three Sales Marketing and Support Apps using a common database Ideal for Companies Selling a wide range of Goods and Services to property owners e.g. Glazing, Solar, Decking, Property Remodelling, Kitchens, Water treatment etc. &nbsp; Sales Leads Entry &amp; Qualifying Sales leads arrive via online form data entry, ready for qualification and [&hellip;]<\/p>\n","protected":false},"author":8,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"categories":[435],"tags":[],"class_list":["post-6904","page","type-page","status-publish","hentry","category-apps"],"blocksy_meta":{"styles_descriptor":{"styles":{"desktop":"","tablet":"","mobile":""},"google_fonts":[],"version":6}},"featured_image_urls_v2":{"full":"","thumbnail":"","medium":"","medium_large":"","large":"","1536x1536":"","2048x2048":"","wp_review_small":"","wp_review_large":""},"post_excerpt_stackable_v2":"<p>A Suite of Three Sales Marketing and Support Apps using a common database Ideal for Companies Selling a wide range of Goods and Services to property owners e.g. Glazing, Solar, Decking, Property Remodelling, Kitchens, Water treatment etc. &nbsp; Sales Leads Entry &amp; Qualifying Sales leads arrive via online form data entry, ready for qualification and appointment setting in one spreadsheet for easy access and progression from lead to Sale. Two Views to manage Leads &#8211; New Leads and Follow Up Calls Assign and Dispatch Sales manager releases all the assign leads at a specific time Qualified Leads allocated to appropriate&hellip;<\/p>\n","category_list_v2":"<a href=\"https:\/\/smarterbusinessprocesses.com\/category\/apps\/\" rel=\"category tag\">Apps<\/a>","author_info_v2":{"name":"mike_admin","url":"https:\/\/smarterbusinessprocesses.com\/author\/admin\/"},"comments_num_v2":"0 comments","_links":{"self":[{"href":"https:\/\/smarterbusinessprocesses.com\/wp-json\/wp\/v2\/pages\/6904","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/smarterbusinessprocesses.com\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/smarterbusinessprocesses.com\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/smarterbusinessprocesses.com\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/smarterbusinessprocesses.com\/wp-json\/wp\/v2\/comments?post=6904"}],"version-history":[{"count":0,"href":"https:\/\/smarterbusinessprocesses.com\/wp-json\/wp\/v2\/pages\/6904\/revisions"}],"wp:attachment":[{"href":"https:\/\/smarterbusinessprocesses.com\/wp-json\/wp\/v2\/media?parent=6904"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/smarterbusinessprocesses.com\/wp-json\/wp\/v2\/categories?post=6904"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/smarterbusinessprocesses.com\/wp-json\/wp\/v2\/tags?post=6904"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}