This procedure allows you to complete tasks in Sales Management.
Print the Sales Contact Sheets or build the automated index. (SM-4-6, SM-1-1)
Contact the customers using either the contact sheets or the index created in Step 1.
Enter the customer’s response. (SM-1-1)
Make any changes to the Prospect File. (SM-3-1)
Make any changes to previous activity. (SM-3-2)
Print any sales letters. (SM-4-8 & 9)
Print the Sales Rep Activity Report. This report provides statistics on the number of sales activities and what occurred. (SM-4-5)
Sales Rep Productivity Report This report provides a ratio percent of demos to closes of sales. (SM-4-7)
Machine Movement List. This report compares the Serial File and the Prospect File’s machines. The machines that do not match print. (SM-4-11)
Prospects Not Contacted. This report provides a list of the prospects that have not been contacted based on the prospect’s last contract date. (SM-4-12)
Sales Management Activity Purge. This program purges Sales Management activity prior to an inputted date. This procedure should be run after accumulating Sales Management history. (SM-3-4)
Prospect File Conversion by Customer of Machine. These procedures can be run to create or print any new prospect(s) that should be added to the file. This procedure can be run for report only or to create the prospect records. It is recommended to run this procedure at least one a month. (SM-3-8 & 9)
Please call La Crosse Management Systems, Inc. if you have any questions. We appreciate your calls. (608) 784-8400.