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The [[Sales Tracking]] [[Application|application]] provides the following features:
==Campaign and Lead Management==
You create campaigns to track different types of leads. You can gather specific types of information by creating [[Custom Fields|custom fields]] for each campaign.
* Leads are added to the campaign by uploading the leads in bulk, typing the lead in manually, or creating a lead [[Sign-Up Pages|sign up page]].
[[Image:Reps193.gif]]
* You indicate the status of each lead such as “hot”, “dead”, or “converted to company”.
* When the lead looks good enough, convert to a company – to avoid duplicate companies you will get a warning indicating that the company already exists.
[[Image:Reps194.gif]]
==Company and Contact Management==
[[SmartSimple]] company structure can reflect a real [[Hierarchy|hierarchy]] of the prospect/customer.
[[Image:Reps192.png]]
* All branches and divisions are part of the same [[Hierarchy|hierarchy]], and all the information can be rolled up to give a global picture of the business potential at the company level.
* You can get a better picture of the contacts by creating an organization chart.
[[Image:Reps191.png]]
* You can get more specific with your contacts and companies by creating custom company and contact fields, or company categories and contact profiles. Each can have additional custom fields.
==Activities, Events, and Tasks==
You can track all your activities against leads, companies, and opportunities, or work off a calendar view or a list view.
==Opportunity Management==
Opportunities can be created for each company, with the contacts from the company playing specific [[Role|roles]] in the opportunity - decision maker, advisor, etc.
* Each opportunity has a stage indicator, value, currency indicator, anticipated close date, probability, lead source, opportunity type indicator, and owner.
* The owner of the opportunity can be different to the owner of the company, or the owner of a specific contact.
* Opportunities can have their own folders to store related files, such as original documents (RFP etc.), or response documents.
=Standard verses Administrator View of Sales Tracking=
The standard view looks as follows:
[[Image:Reps190.png]]
* '''My Leads''' – leads you own.
* '''My Companies''' – companies you own.
* '''My Contacts''' – contacts in companies you own.
* '''My Opportunities''' – deals you are working on.
* '''My Activities''' – all the events (calls, meetings, etc.) and tasks across all your leads, contacts, and opportunities.
* '''Companies''' – all the companies you have permission to see – not just those that you own.
* '''Contacts''' – all the contacts in the companies that you have permission to see.
* '''Reports''' – all the reports you have access to.
=Sales Tracking Manager Permission=
If you are going to manage the [[Sales Tracking]] [[Application|application]] for company manager, or if you need to see sales information other than your own information, you will need to be in a [[Role|role]] associated with the '''Manager Permission''' – [[Sales Tracking]].
The manager view looks as follows:
[[Image:Reps189.png]]
In addition to the standard tabs there are three additional tabs:
* '''Opportunities''' – all opportunities for all company managers to your level in the organization.
* '''Activities''' – all activities for all company mangers to your level in the organization.
* '''Campaigns''' – all campaigns plus the ability to create additional campaigns.
* '''Settings''' – adjust the system settings.
If you need manager permissions you must talk to the [[System Administrator|system administrator]].
==Campaign and Lead Management==
You create campaigns to track different types of leads. You can gather specific types of information by creating [[Custom Fields|custom fields]] for each campaign.
* Leads are added to the campaign by uploading the leads in bulk, typing the lead in manually, or creating a lead [[Sign-Up Pages|sign up page]].
[[Image:Reps193.gif]]
* You indicate the status of each lead such as “hot”, “dead”, or “converted to company”.
* When the lead looks good enough, convert to a company – to avoid duplicate companies you will get a warning indicating that the company already exists.
[[Image:Reps194.gif]]
==Company and Contact Management==
[[SmartSimple]] company structure can reflect a real [[Hierarchy|hierarchy]] of the prospect/customer.
[[Image:Reps192.png]]
* All branches and divisions are part of the same [[Hierarchy|hierarchy]], and all the information can be rolled up to give a global picture of the business potential at the company level.
* You can get a better picture of the contacts by creating an organization chart.
[[Image:Reps191.png]]
* You can get more specific with your contacts and companies by creating custom company and contact fields, or company categories and contact profiles. Each can have additional custom fields.
==Activities, Events, and Tasks==
You can track all your activities against leads, companies, and opportunities, or work off a calendar view or a list view.
==Opportunity Management==
Opportunities can be created for each company, with the contacts from the company playing specific [[Role|roles]] in the opportunity - decision maker, advisor, etc.
* Each opportunity has a stage indicator, value, currency indicator, anticipated close date, probability, lead source, opportunity type indicator, and owner.
* The owner of the opportunity can be different to the owner of the company, or the owner of a specific contact.
* Opportunities can have their own folders to store related files, such as original documents (RFP etc.), or response documents.
=Standard verses Administrator View of Sales Tracking=
The standard view looks as follows:
[[Image:Reps190.png]]
* '''My Leads''' – leads you own.
* '''My Companies''' – companies you own.
* '''My Contacts''' – contacts in companies you own.
* '''My Opportunities''' – deals you are working on.
* '''My Activities''' – all the events (calls, meetings, etc.) and tasks across all your leads, contacts, and opportunities.
* '''Companies''' – all the companies you have permission to see – not just those that you own.
* '''Contacts''' – all the contacts in the companies that you have permission to see.
* '''Reports''' – all the reports you have access to.
=Sales Tracking Manager Permission=
If you are going to manage the [[Sales Tracking]] [[Application|application]] for company manager, or if you need to see sales information other than your own information, you will need to be in a [[Role|role]] associated with the '''Manager Permission''' – [[Sales Tracking]].
The manager view looks as follows:
[[Image:Reps189.png]]
In addition to the standard tabs there are three additional tabs:
* '''Opportunities''' – all opportunities for all company managers to your level in the organization.
* '''Activities''' – all activities for all company mangers to your level in the organization.
* '''Campaigns''' – all campaigns plus the ability to create additional campaigns.
* '''Settings''' – adjust the system settings.
If you need manager permissions you must talk to the [[System Administrator|system administrator]].