1. 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.

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

3. Customer Record

4. 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

5. Adding New Customer Statuses

6. 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

7. Adding New Contact Statuses

8. Contact Roles

9. How to add additional Contact Role options

10. Sales & Service

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

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

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

14. Revenue Opportunity

15. How Avionte Uses Revenue Opportunity

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

17. Linking on Messages

18. Tasks/Calendar

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

20. How to create Tasks

21. Calendar/Appointments

22. How to create Appointments

23. Start Page tasks/calendar

24. Reports

25. 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

27. 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

29. 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

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

32. Revenue Opportunity AQ

33. 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

34. 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

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

36. 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

37. Aero: Recruiter Module

38. Aero: Recruiter Module
Searching Tips

39. Aero Company Search

40. Aero: Recruiter Module
Customer
Order

41. Aero Company Search

42. Aero Company Search

43. Aero: Recruiter Module
Talent Search

44. Talent Search

45. Aero: Recruiter Module
Contact Search

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

47. Aero Recruiter Module: Search Contacts
Filter

48. Aero: Recruiter Module
New Contacts

49. Aero Recruiter Module: New Contacts

50. Aero Recruiter Module: New Contacts

51. Aero: Recruiter Module
Messages on the go

52. Aero Recruiter Module: Messages

53. Aero Recruiter Module: Messages

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

55. Questions