Spring 2006 Customer Conference
Session: Sales Raptor, Fuel Surcharge/Contract Freight
User Group: La Crosse Nextgen, The La Crosse System, Raptor Products, Data Mining (All Groups)
Program Date: Wednesday, April 19, 2006
Program Hours: 10:30 a.m.—12:00 p.m.
Location: The Pearl Conference Center
Sales Raptor
This demo will show 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 Office 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
Fuel Surcharge/Contract Freight
This demo will show you how to charge freight or fuel surcharge on contract invoices up front for a machine's base or meter, either for a specific dollar amount or percentage of the revenue to be charged for the meter. This increases revenue to cover the cost of freight in the future. Contract freight amounts can also be automatically updated based on a range of contract numbers, group bill ids, and Bill to customer entities. This updates your contract header records and sets the contract freight dollar amount or percent for the base or meter or both.
In this demo, you will learn...
How to set the base or meters on your contracts to include a freight/fuel surcharge, either by a dollar amount or percentage of revenue.
How to automatically include freight charges when billing your contracts.
How to update contract freight charges for a number of contracts whenever you choose, based on a range of contract numbers, group bill ids, or Bill to customer entities.
Setting the base or meters on your contracts to include freight charges/fuel surcharge
Learn about the contract fields that store contract freight/fuel surcharge values by dollar amount or percentage of revenue.
Entering state, county, and city tax for contract freight/fuel surcharge
How to know whether you should bill by dollar amount or percentage and what is best for your situation
Including freight charges when billing your contracts
Learn about what Contract Billing can do and how it automatically bills freight charges/fuel surcharge on your contracts
Updating contract freight charges
Using the Update Contract Freight Charges program in System Manager
How to enter ranges of contract id, group bill id, or bill to customer number to update contract freight charges
What you can do to add thousands or even tens of thousands of dollars to your bottom line!
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