Transcription of Sales Management Plus User Manual
1 I Sales Management plus user Manual Updated May, 2020 Product Information, Tutorial Videos & Training Customer Support 949-258-0410 or Table of Contents **NOTE: Each Chapter & Section heading below are hyperlinks to that page Ctrl + Mouse Click will direct you to the desired section Chapter 1 Download and Install SMP .. 1 1 Download and Install SMP .. 1 1 Install SMP .. 1 1 Connecting to 1 1 Troubleshooting the First 1 2 UPGRADE Sales Management plus .. 1 3 Chapter 2 The Home Page .. 2 1 Overview .. 2 1 Tools.
2 2 3 Options .. 2 4 Change Password .. 2 6 Sync with Outlook .. 2 6 Check for Returned Emails .. 2 6 Returned Email Addresses .. 2 7 Company Information .. 2 7 Company Website(s) .. 2 7 Exit .. 2 7 Templates .. 2 8 Selecting the Template .. 2 8 Selecting the Graphs .. 2 8 Configure Graph Menu .. 2 9 List and Graphs Available for the Home Page .. 2 9 Chapter 3 Customers .. 3 1 UNDERSTANDING THE FUNCTIONS OF CUSTOMER INFORMATION .. 3 1 Adding a New Customer .. 3 6 Keeping Track of Customers .. 3 9 Updating a Customer .. 3 9 Maintaining Contacts.
3 3 11 To Add a Contact .. 3 12 To Move a Contact .. 3 14 Using Marketing Lists .. 3 15 To Add or Remove a Contact in a Marketing List .. 3 15 Using the Marketing Interests 3 16 To Add or Remove Contacts in a 3 16 Using Enhanced Marketing Interests .. 3 16 Using the Social Media Tab .. 3 17 Sending an Email from the Customers Form .. 3 18 Viewing the Sales Tab .. 3 18 To Identify a Competitor .. 3 19 Enhanced Competitor Module .. 3 20 Viewing the Sales Details Tab .. 3 23 iii View Sales information broken out by product categories.
4 3 23 Set a Total Potential and Total Goal for the Customer and Product Level .. 3 23 Viewing the Quotes Tab .. 3 24 Viewing the Open Orders Tab .. 3 25 Tracking Customer Activities .. 3 26 To Add an Activity, .. 3 27 To Edit an Existing Activity, .. 3 28 Using Tasks .. 3 29 Add a Task .. 3 29 Email a Task .. 3 30 Logging New Phone Calls .. 3 32 Logging Customer Meetings .. 3 33 Logging Customer Information Requests .. 3 35 Viewing and Editing Projects .. 3 36 Adding Additional Information .. 3 38 Linking Customer Information .. 3 38 Chapter 4 Activity Review.
5 4 1 UNDERSTANDING THE FUNCTIONS OF ACTIVITY REVIEW: .. 4 1 Creating Employee Groups .. 4 2 Adding a Single Activity .. 4 4 Adding a Group of Tasks at Once .. 4 6 Reviewing an Existing 4 8 Reviewing Existing Activities .. 4 11 Criteria-All .. 4 14 Criteria Task Specific .. 4 15 Criteria Customer Meeting Specific .. 4 16 Criteria Phone Call Specific .. 4 16 Chapter 5 Market Analysis .. 5 1 UNDERSTANDING THE FUNCTIONS OF MARKET ANALYSIS: .. 5 1 Selecting Filter Criteria .. 5 9 Customer & Products Tab .. 5 9 Sales & Goals Tab .. 5 10 Columns Filter Tab.
6 5 11 Enhanced Grid Controls .. 5 11 Creating Customer Lists .. 5 12 Create a Customer List .. 5 13 Open an Existing Customer List .. 5 14 Delete a Customer List .. 5 15 Delete one or more customers from an existing Customer List .. 5 15 Add a displayed list of customers to a previously saved customer list .. 5 17 View Detailed Sales Information .. 5 19 Chapter 6 Project Management .. 6 1 UNDERSTANDING THE FUNCTIONS OF THE PROJECT Management : .. 6 1 Add a New Project .. 6 8 Using Project Quick 6 12 Project Review Screen .. 6 15 Displaying a Project List.
7 6 16 Filtering a Project List .. 6 17 Using the Copy Project Function .. 6 17 Using the Load Projects Function .. 6 18 Enhanced Grid Controls .. 6 20 Chapter 7 Goal Setting .. 7 1 UNDERSTANDING THE FUNCTIONS OF GOAL SETTING: .. 7 1 Customer Filter 7 9 Columns Filter Tab .. 7 9 Enhanced Grid Controls .. 7 10 Setting Goals at Different Levels .. 7 11 Goal and Potential Adjustment .. 7 17 Setting Goals Offline .. 7 18 Important Considerations .. 7 18 Getting Started .. 7 18 Completing the Reports .. 7 19 Uploading Completed Offline Goal Setting Worksheets.
8 7 20 Useful Steps for Setting Goals .. 7 20 Chapter 8 Part Analysis .. 8 1 UNDERSTANDING THE FUNCTIONS OF PART ANALYSIS: .. 8 1 Filter by Product Levels .. 8 2 Filter by Vendor 8 3 Filter by Part Filter Type .. 8 3 AND 8 3 OR Statement .. 8 5 Missing Pairing .. 8 7 Enhanced Grid Controls .. 8 10 Using More Filter Criteria .. 8 11 Managing Fields in the Grid .. 8 12 Creating Customer Lists .. 8 12 Chapter 9 Business Comparison .. 9 1 UNDERSTANDING THE FUNCTIONS OF BUSINESS COMPARISON: .. 9 1 Enhanced Grid Controls .. 9 5 SELECTING FILTER CRITERIA.
9 9 6 Creating Customer Lists .. 9 6 Chapter 10 Business Totals .. 10 1 UNDERSTANDING THE FUNCTIONS OF BUSINESS TOTALS: .. 10 1 The Business Totals screen displays .. 10 4 Selecting Product Levels .. 10 5 Enhanced Grid Controls .. 10 6 v Chapter 11 Quotes .. 11 1 UNDERSTANDING QUOTES IN SMP: .. 11 1 Using the Quotes Subject Area .. 11 1 Associating an Imported Quote to a Project .. 11 4 Chapter 12 Open Orders .. 12 7 UNDERSTANDING OPEN ORDERS IN SMP: .. 12 7 Using the Open Orders Subject Area .. 12 7 Chapter 13 Data View .. 13 11 UNDERSTANDING DATA VIEW IN SMP.
10 13 11 Types of Reports and Available Data Points .. 13 11 Editing an Existing Template .. 13 20 Creating Graphs .. 13 20 Save and Export Functions .. 13 21 Notes Regarding Printing/Exporting Graphed Data .. 13 22 Chapter 14 Generating Reports .. 14 1 UNDERSTANDING GENERATING REPORTS IN SMP: .. 14 1 Steps to Generating a Report: .. 14 1 Customer Information .. 14 2 Activity Review .. 14 3 Market Analysis .. 14 5 Customizing Pivot Tables .. 14 6 Project Management .. 14 10 Goal Setting .. 14 15 Part Analysis .. 14 16 Business Comparison.
