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<< Click to Display Table of Contents >> Navigation: Vans > Modules > SalesTrak > Procedures > SalesTrak Daily Procedures |
Daily procedures in SalesTrak consist of regular operation of the various entry programs including Prospect Entry (residential prospects), Account Prospect Entry (national account prospects) and Appointment Scheduling. There are no required daily procedures, but it is highly recommended that all sales schedules be reviewed on a daily basis to ensure no appointments are missed.
Prospect tracking begins with the entry of the prospect. The entry programs are one of the key components of the system. From the entry programs you can access the various features in the system (e.g., appointment scheduling, contact information, etc.). Once the prospect is entered, the system begins maintaining contact information. This information can be viewed on demand by displaying the prospect record. Prospects can be found by name, phone number, appointment date, or next contact date.
The SalesTrak system maintains the next contact date for each prospect and national account. A contact list can be printed any time to show which prospects need to be contacted. The list includes the names, titles, and any special comments from previous conversations. A memo system is provided to record notes about the conversation. The memo is stamped with the entry date and time.
The scheduling feature allows you to view and enter salesperson appointments. Scheduling consists of three views: daily, weekly, and monthly. High security versions of these screens (daily, weekly, and monthly) are available. The high security versions allow you to view the appointments for more than one salesperson.