IRIS Field Service Solutions

Presentation by Warren Brierley

SiCLOPS MasterclassProspecting Module

Warren BrierleyBusiness Consultant – IRIS Field Service Solutions

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Introduction to Prospecting

Prospecting is a simple CRM package that allows a customers to manage their sales activities

• Allows users to record details of potential customers alongside existing customers without the need to create a sales account.

• Create and manage campaigns• Manage opportunities and delegate sales activity tasks• Link to SOP in order to produce estimates• Report on sales pipeline and record success

Demonstration Contents

Part One – Managing Prospects and Existing Clients

Part Two – Managing Campaigns

Part Three – Managing Opportunities

Part Four – Managing Opportunity Tasks

Part Five – Prospect Monitors

Part Six – Producing Estimate in SOP

Part Seven – Accepting an Estimate and Reporting

What is a prospect?

A ‘Prospect’ is a person or company that you have not yet done any business with, and therefore have no sales account or contract

Managing Prospects and Existing Clients

Managing Prospects and Existing Clients

• Adding a Prospect• Searching for a Prospect• Editing a Prospect• Add a document to a Prospect• View a document a Prospect• Prospect contacts• Importing Prospects

Maintain Prospects can be used to manage details of your Sales Leads

• Linking prospects to Campaigns• Adding memos• Adding an activities to a Campaign• Updating an activity • Creating a mailshot

Managing Campaigns

‘Maintain Campaigns’ allows a user to set up and manage sales initiatives. Both Prospects and Clients can be added to a Campaign

• Adding an Opportunity• Opportunity Statuses• Opportunity Search• Document Management• Copying an Opportunity• Importing Opportunities

Managing Opportunities

Sales interest from both from prospects and existing customers can be recorded as an ‘Opportunity’

• Adding a Task• Completing a Task• Sales Persons diary• Bulk Reassignment of Tasks

Managing Tasks within an Opportunity

Tasks can be used within an Opportunity to delegate and manage the sales activities

• Viewing Prospect monitors• Opening an opportunity• Viewing Monitor Graphs• Selecting a Monitor Template• Creating a template for Tasks

and Opportunities

Prospect Monitors

Monitors are used to give users visibility of sales activities. They can display details of current opportunities and the status of tasks

• Opening an Estimate From Prospecting

• Producing the Estimate• Estimate Templates• Creating Revisions• Updating the Opportunity

SOP and Estimates

The Prospects module can be used in conjunction with SOP to produce estimates

• Accepting an Estimate• Turning the Prospect into a Customer• Creating a Contract / Equipment• Creating a Service Call• Updating the Opportunity• Sales Reports

SOP and Estimates

Once an Estimate has been accepted the Prospect becomes a Client. Sales reports can also be produced

Summary of Prospecting

Capture Prospects Manage Campaigns

Delegate TasksManage ActivityReport on Success

Record Opportunities

More Information

Thank You for ListeningIf you want more information about

the Prospect module and its features please contact your Account Manager