welcome to the pacman/sfme presentation. how a salesperson uses the system. before the day starts...
TRANSCRIPT
![Page 1: Welcome to the PACMAN/SFMe presentation. How a salesperson uses the system. Before the day starts During the day At the end of the day](https://reader035.vdocuments.net/reader035/viewer/2022070410/56649ea35503460f94ba73c2/html5/thumbnails/1.jpg)
Welcome to the PACMAN/SFMe presentation
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How a salesperson uses the system.
Before the day startsDuring the day
At the end of the day
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Before the day starts
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Content• Agenda Button• Tools Button• Report Button
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ContentAgenda Button
1. Check results2. Daily Planning with Searches3. Setting objectives/Print out the day
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Note Online and Offline use
• Important – At the start of the day – we expect salespeople to be online with SFMe
• During the day we expect salespeople to have the option to be offline if needed
• At the end of the day – we expect salespeople to go back online to upload modifications and validate the day
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Content
1. Check results2. Daily Planning with Search options –
Week view & Daily view3. Setting objectives/Print out the day
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Password to key in for offline (minimum
8 characters).
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Key in your Lyreco online password
(z-code + password)
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Welcome to your SFMe from this page you can check figures and messages here when you are online. You can at any time track where you are in the tool (at this moment you are at “My Activity”. Remember to give yourself time to understand and be familiar
with the system. Enjoy!
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Check your daily sales so far in month
in this box
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MTD figures
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General Messages
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Content
1. Check results2. Daily Planning with Search options –
Week view & Daily view3. Setting objectives/Print out the day
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Note
Please be aware that customers/prospects will be transferred from SFMv to SFMe
as of Go Live.
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Start planning your day by clicking on the Agenda button, you
are online at this point
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Here in “Daily Planning” you have the Day view (as shown) or
you can go onto the Week’s view to view
your accounts.
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You can look at another week by
going forward or back 1 week on the
calendar if you need to
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You can see the status of
customers, New/React/Inactive
etc
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You can see what is planned or completed
activity, by the key
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You can move the complete day to another day (if you need to) by clicking on the
arrow. You should to be online to do
this.
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Schedule your day
accordingly
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If you needed to you could add a whole days
customers/prospects in week or day view, click on the top of the day, this will take you to the Customers and Prospects
search screen
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Note: If at any time you cannot see the
Customers and Prospects search
make sure you have clicked on the pop up
tab
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Find the customers & prospects you want
for that day by ticking the box then clicking on search
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You could also search by the different
options as listed (VIP account is an account scheduled to be seen
every week on the same cycle day of the
week)
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You can choose the data you want to display for your accounts before
entering them on your agenda
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Tick the boxes to choose the data you
want to display. After you have viewed your data, press add all or you can add individual
accounts.
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Set the time you start your day (8.00am of
course) and then the lunch
time, finally click on
validate. The default time
for each appointment duration is 20
minutes
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Click on save
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You could also add individual accounts by clicking on “drag
and drop” and transferring to your
agenda day
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Transfer from the Search Results direct to your agenda, click Save if and when you
have completed.
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From here and on the week view you can change the order of your days visits by
clicking on drag ‘n’ drop or delete accounts,
(Delete accounts you will not see that day but
will reschedule for another time!)
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Move the individual accounts by drag ‘n’ drop through your
schedule to assign a time.
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Delete accounts you do not want to see that day by clicking
on each account. Save when finished
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When you have finished planning your day, click on the day to take you back to Daily Planning view make sure you save now.
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Note
From this point onwards is where you will start your planning for the day (Accounts
will already be loaded in SFMe from SFMv), please ensure you know how to do the previous planning before proceeding.
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In day view on Daily Planning
you can also see more details of your accounts
by clicking here if you need to
for both Prospects and
Customers.
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Click to go back to
previous view
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You can from here in Daily Planning, on the day view or week view, schedule a further sales activity* or an “other” activity if you need to
by clicking on the agenda as shown.
* A sales activity means a visit to an
account of yours or a 1 to 1 with your
manager for example, more to
follow on this.
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Search for your customer or prospect by entering all/part of
the details below
From the Customers and
Prospects Search page
you have options.
Search by different account type or check
if your customer or prospect is in the
garage file
Switch between days you want to search by clicking on the arrows,
click on the box first then the calendar to
specify a date Don’t forget to press the reset
button when you want to do a new
search.
Click on the day of the calendar to search in your folder codes if
needed
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Search by name, for an example* – Enter all or part of
the name
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Click on Search
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Search results are listed – click on the account you want
to schedule
Indicates Garage File
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Plan the call and set objectives:
SET OBJECTIVES THIS WAY ONLY
FOR CUSTOMERS YOU ARE ADDING TO YOUR AGENDA
NOT FOR THE CUSTOMERS
ALREADY PLANNED!
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Plan the call :
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Change the day
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Change the time and click on “time slot
agreed” to set a specific time if you need to.
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Change the time and validate
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Change the visit type if
needed*
* You should have “face to face” visits
on all of your accounts for better
results!
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Set objectives and then save
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You can see any accounts you have a specific set
time for highlighted in
red.
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NoteYou can search for accounts in different
ways. Also, if you know you will not have reception in your area to be online
during the day, you can prepare yourself for offline use later.
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Options to click on either for a search
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Enter in your account number or
name of prospect/customer.
Then click the search icon
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Click on search here will take you to “Customers and
Prospect Search”
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Search by account type, garage file or
date then click on search
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You can also search by folder
code, then click on search
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Click on search here by entering the name or
part name of your Prospect or Customer
and this will take you to “Search Results”
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You can prepare data (Customer, Prospect and BI
data) for the ticked accounts from here for
“Offline” use by clicking on the box below search
results. This will give you 20 accounts ready for
download and use offline (Just go back in and select
another day etc. if you need more than 20
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Once you have completed your
selection click on “Download selected”
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You can also select individually
accounts you want to view later offline
by Downloading
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This is to prepare you for Offline use later,
Downloading the data will mean you can
access the information of your accounts offline
during the day
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Note
Other activity to plan
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You can from here in Daily Planning on the
day view or week view, schedule an “other”
activity if you need to by clicking on the agenda as shown.
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If you need to set “Other activity”
rather than a sales activity
click here
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Set the type of activity you
want to schedule then
save
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Set the amount of
time
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Set the activity begin and end date
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See activity planned by looking at week schedule or daily planner
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Content
1. Check results2. Daily Planning with Search options –
Week view & Daily view3. Setting objectives/Print out the day
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NoteSet your objectives for each customer to ensure maximum sales, by using and analysing BI reports/Audit sheet and looking at your previous discussions!
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Here in “Daily Planning” is where you
can start to set objectives if you
haven’t before…..
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Click on the account you want to set
objectives for then click on CUSTOMER
CARD
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Do the same with your prospect or complete the prospect survey if
you need to
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Click on the Audit or BI to begin your analysis of your
customer and look for the opportunities
to grow your business!
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Do the correct analysis with your
customer or prospect and set your objectives.
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You can also get to your BI reports by clicking on the bar chart if you
need to from the customer card
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Go back to your daily planning page and
click on sales activity
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Plan your call by setting the
objectives,date, time and visit type. Make sure you save
at the end.
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Set your objectives with each customer and then go through in call by showing
the customer the BI or Audit report. Do this consistently and watch your business
increase
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When you have finished setting your objectives you can click on the DOWNLOAD
DAYS DATA button, THIS WILL MAKE
THE DATA AVAILABLE
“OFFLINE” for you if you need it.
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From here you can now print out
your “prepare the day sheet”
sent by email to you (you need to be online to do
this)
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“Prepare the day sheet”
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ContentTools Button
1. Review my territory2. Notes
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With your ASM review
your territory online (TM module as
before)
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Write yourself a note for the
day
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Content
Report Button
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Click on My sales activity to take you to your activity details, click on Theoretical visits to get sent a
copy of your weekly visit sheet
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Here you can review your activity details: For the day and the total in the month, you can also review different months by using the arrows
Indicates a face to face call with a P – Prospect
and C - CustomerPhone call activity
Indicates Obj – Objectives. A –
Achieved, M – Missed, P - Postponed
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Choose the date of the weeks planner you
want to receive by email then
validate
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Weekly plan sent by email
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NoteASM Login details
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Log on as a manager or for 1 of your
team
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Welcome Managers to your home page with results and details for your team, you have the same “Tools” and “Report” buttons where you can check activity through reports and review
a territory if needed, see validated modifications and also the notes button
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Here you can Review the
territories in your team for
each individual as per the Territory
Management module or
validate details if you need to, notes to follow
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Click on report button
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Click on My team activity to take you to
your teams activity details, click on
Theoretical visits to get sent a copy of your weekly visit
sheet
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Here you can review your activity details: For the day and the total in the month, you can also review different months by using the arrows
Indicates a face to face call with a P – Prospect
and C - CustomerPhone call activity
Indicates Obj – Objectives. A –
Achieved, M – Missed, P - Postponed
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You can view activity details for your team, you can also look at
specific activity figures for 1 sales person if
needed
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Choose the date of the weeks planner you
want to receive by email then
validate
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NoteThis concludes “Before the day starts” any questions please email me at [email protected].