Spring 2006 Customer Conference
Session: Sales Raptor: CRM/Sales Force Automation with or without La Crosse Nextgen
User Group: Raptor Products
Program Date: Wednesday, April 19, 2006 (check agenda for repeat sessions on Thursday and Friday)
Program Hours: 1:30-3:00 p.m. (check agenda for repeat sessions)
Location: Holiday Inn Conference Room (for repeat sessions)
This demo shows you how to streamline your sales prospecting tasks with Sales Raptor. Sales Raptor automates all sales and prospecting activities for sales representatives while supplying real-time information. This product can be used as a standalone Windows-based application or a wireless web-based application from any internet-capable mobile device.
In this demo, you will learn...
How to set up automatic sales prospecting activities and notifications to create your own prospect strategy
How to easily integrate your activities with Microsoft® products.
How to run management reports to stay on track with your sales reps and prospects
Setting up automatic prospecting activities and notifications
Learn about automatic email notifications of contacts due for a current date
How to set security of prospects between sales reps
Design and execute your own prospect strategy
Assign the date and type of your next contact from the current contact
Display prospect information for existing customers, such as AR history, sales history, service history, contract information, average monthly volume, and lease information
Integrate your activities with other applications
How to set up letter merges with Microsoft Word
Calendar appointment scheduling with Microsoft Outlook, and automatic emailing with Microsoft Outlook or any other MAPI/SMTP compliant email client
Using Microsoft MapPoint for sales call mapping of prospects
How to use Microsoft Excel for preparing quotes
Running management reports
See which prospects are not being contacted
Track prospecting activity and sales rep assignment by territory
View sales rep activity and chart sales rep time cards
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