Increasing Productivity of your Sales Staff Matt Provost Kacie Johnson Joe Sobieck Introduction will consist of questions to help give us a quick snapshot of who is in the room.

Agenda Core Application New Customer Wizard Contact Roles Sales & Service Revenue Opportunities Message Task Reporting Recruiter Module Searching Companies Contacts Talent New Contacts Messages

Customer Record

Tracking Prospects & Leads Manage/Edit your New Customer Wizard Basic Info & Contact Roles Admin Tools > Wizard Review Customer statuses Do they represent your sales process? Avionté’s Default Customer Statuses: Prospect Credit Check Active Collections Lost Inactive Delete

Adding New Customer Statuses

Contacts Enter in your contact(s) for the prospect customer Review Contact statuses Do they represent your Sales Process? Talk about contact roles more How to add more Avionté’s Default Contact Statuses: Prospect Active Inactive Deleted

Adding New Contact Statuses

Contact Roles

How to add additional Contact Role options

Sales & Service

How we use Sales & Service Sales Info Sales Level Sales Notes Free Text

How we use Sales & Service Other Info Industry Code Customer Type Competition Free Text

How we use Sales & Service Lead Info Lead Source Description Free Text

Revenue Opportunity

How Avionte Uses Revenue Opportunity

Messages Manage relationship progression in one place Messages can also be Tasks Appointments Reporting on Messages

Linking on Messages

Tasks/Calendar

Tasks To-do list Recurring tasks for daily, weekly, monthly items Regenerate Feature Linking on Task items

How to create Tasks

Calendar/Appointments

How to create Appointments

Start Page tasks/calendar

Reports

Reports for Sales & Service Comprehensive Customer AQ This report offers a very detailed summary of Customer information and includes historical invoice and total hour information for annual comparison. Shows Sales Level, Industry Code, Customer Type, Competition, Lead Source, Lead Source Description

Reports for Sales & Service Follow Up Report This report offers a good summary of recent sales performance and can be helpful for determining the last point of contact for a customer and potential future revenue

Follow Up & Reporting Staffing Action Report Track/Review Appointments, Message or Tasks Can be ran by Customer This is a useful report for tracking recruiter activity and for finding specific messages that

Follow Up & Reporting Revenue Opportunity AQ = SALES PIPELINE This report is a useful tool for forecasting future revenue and determining recent sales activity

Revenue Opportunity AQ

Review Profit & Identify Trends Gross Profit Report Great all-around report that can give you a good idea of company and sales performance This report can also be used for bonus and commission calculations

Review Profit & Identify Trends If you’re making money, breaks out payroll costs to analyze where you can reduce costs, see which clients most of the revenue is coming from, or which clients are lacking, cost is more than revenue, You can see the breakdown of costs, Can be used to determine where sales focus of the staffing company should be Compare the amount of money your company is making (gross profit) to another date range Can be used to identify trends & busy/slow seasons High level review of company growth

Review Profit & Identify Trends Gross Profit and Hours Comparison Report Allows you to compare gross profit and hours between two specified time periods

Review Profit & Identify Trends If you’re making money, breaks out payroll costs to analyze where you can reduce costs, see which clients most of the revenue is coming from, or which clients are lacking, cost is more than revenue, You can see the breakdown of costs, Can be used to determine where sales focus of the staffing company should be Compare the amount of money your company is making (gross profit) to another date range Can be used to identify trends & busy/slow seasons High level review of company growth

Aero: Recruiter Module

Aero: Recruiter Module Searching Tips

Aero Company Search

Aero: Recruiter Module Customer Order

Aero Company Search

Aero Company Search

Aero: Recruiter Module Talent Search

Talent Search

Aero: Recruiter Module Contact Search

Aero Recruiter Module: Search Contacts Enter Search Enter Range of Search Verify Role

Aero Recruiter Module: Search Contacts Filter

Aero: Recruiter Module New Contacts

Aero Recruiter Module: New Contacts

Aero Recruiter Module: New Contacts

Aero: Recruiter Module Messages on the go

Aero Recruiter Module: Messages

Aero Recruiter Module: Messages

Next big thing for Recruiter Module ADDING CUSTOMERS!!!!

Questions