Sales

1. Search
2. Companies
1. Summary
2. Contacts
3. Activities
4. Documents
5. Personnel
3. Reports
4. Sales Funnel
5. Campaigns

Sales includes a variety of applications such as "Companies", "Reports", "Sales Funnel", "Campaigns", "Import" and a search engine. The solution is integrated with Calendar- and Documents-module.

Search

1. The search engine is located in the left window.
2. From the pull-down menu you can choose a category to search companies: clients, partners, vendors, etc.
   Note: You can define your own categories.
3. Below is a selection where you can choose to search companies, people or campaigns.
4. A word or a part of a word is enough to make a search.
   Note: If you want to list all entries in the selected category type ** as the search
5. Click "Search" to make the search
   Note: From the window you can also create a new company or a campaign.

Companies

1. Click "Create new company" to create a new company.Note: Company name is a mandatory field and it's an official name like Nemein Oy
2. Index name is for sorting the companies for the search engine. For example Nemein.Note: You can also add abbreviations that you want to be found in the search
3. Business area can be filled when choosing companies for campaigns.
4. Categories can be set for each client individually.
   Note: Categories can be used as a search criteria.
5. Sales projects related to the company can be created by clicking "New opportunity" button. You can assign more than one sales project to each company.
   Note: If there are more than 2 sales projects they can be found in a pull-down menu.

Summary

1. A sales project is typically created when a customer is activated.
   Note: The information of a sales project is passed to the Calendar, Documents...

2. To create a sales project

   • Name your sales project with a descriptive name

   • Select a product from the list or multiple products by pressing CRTL

   • You can write a short description in the "Notes"

   • "Lead from" is an informative field: exhibition, campaign, agent...

   • The status of a project controls the reports

   • The percentage indicates the state of the project

   • Select all the completed activities from "Status details"

Contacts

1. Click "Edit contacts" to add a contact
2. There are three fields you can choose a name from "From my company", "From our partner", From client", and by clicking "Save" the contact is saved in your contacts list.
   Note: There can be more than one contact per a sales project
3. By clicking a link in the "Name" column you can edit the information of the chosen contact.
   Note: For more information check "Personnel" in the "Sales" section of the manual.
4. By clicking a link in the "Company" column you can edit the information of the chosen company.
   Note: For more information check "Companies->Create new company" in the "Sales section of the manual.

Activities

1. Activities are a central part of sales projects.

2. To create a new activity click "New activity"

   • Name the activity with a descriptive title

   • Fill in the date

   • Assign a priority

   • Select the type of the contact from the pull-down menu

   • Add a description of the activity. For example: comments, questions, next steps,...

   • Assign a person for the activity
     Note: The activity can be delegated to a colleague.

   • Completed activities are removed from the list (check box)

Documents

1. You can save documents related to a sales project. For example: agreements, memos, presentations.
2. Click "New document" , fill in the fields and select an appropriate folder for the file.
   Note: Folders are helpful when getting a file from the OpenPSA database.
3. Click "save" to save the file
   Note: The file in OpenPSA database doesn't update automatically if you update the original file.

Personnel

1. Click "New person" to add a contact
2. Contacts are always attached to the current post
3. In the notes you can add some additional information about a person. For example: area of responsibility, hobbies...
4. Home address voluntary by default, however sometimes mail is wanted to the home address.
   Note: If a person has a home address, it will be in the campaign instead of a work address.
5. Desicion maker is for describing a role of a person in the sales project. For example: economical buyer, enemy, technical buyer, supporter.
   Note: Doesn't have an affect on the search.
6. A person can be assigned to a campaign from the bottom of the window. Select the appropriate campaign from the pull-down menu and press "Add".
   Note: If you are creating a new person, save the basic information first.
7. Campaign history of a person can be viewed at the bottom of the window

Reports

1. Here you can build a filter to create a report for your needs.
2. Click "Create" to create the report.
   Note: You can also download MS Excel (.csv) version of the report
3. The list of sales projects is in chronological order and by clicking a sales project you can get more information about it (Summary).
4. Sales stage indicates the the activity of a project. The amount of activities affects the propability (percent).
5. For more accurate processing you can select the "Report.csv" from the bottom of the window and open it in MS Excel.
   Note: If the information doesn't fit in the columns by default you'll have to select column A...

Sales Funnel

1. Sales projects are all shown in the same screen sorted by percentage. A high percentage indicates that the project is almost done. If a project has a small percentage it means that the project is in early stage.
   Note: Optimal graph looks like a funnel
2. The percentage on each level indicates the share of each sales project in the sales (euro)
3. Pcs is the amount of projects
4. From the top of the window you can select a time limit for creating a funnel for your needs.

Campaigns

1. To create a campaign click "Create new campaign" from the left window

   • Fill in the name and the description

   • Click "Save" to save the campaign

   • From the top menu select: Sales->Campaigns

   • Make a massive search for people you might want to add to your campaign

   • From the list you can select the persons you want to be in your campaign

   • Select a campaign and click "Add" to add the selected persons to the campaign.
     Note: Persons can be also added one by one from the contact registry.