New to the Sales Tracking Calendar App for Salespeople?
**You must have an active email account on your phone in order to use the email features**
Let's start with a walk-through on how to use the app:
1. Set-Up - We collect the following information, for the following reasons:
First and Last Name - Why? Because it will automatically populate in the sales reports that you email to yourself and to your sales manager. Example: Pipeline Report for John Doe. We ask for first and last name in case there is someone else on your sales team with the same first name, as not to confuse your sales manager when they receive your sales reports.
Emails (Yours and your Sales Managers) - Why? In order to be able to email sales reports with a simple click. You will also receive a welcome email from us so that you have a direct line to reply should you have any questions or feedback about the app.
Company that you work for - Why? To help us understand which types of sales companys are getting the most use from our product in order to improve it in the future to better suit ALL of our users needs.
Opt-In to receive more info on New Business Lists - Why? When we were outside and inside Salespeople we found new business lists to be invaluable. We would like to help our fellow salespeople and the companies that helped us by providing our lists connect with each other. As a Thank You for becoming a Sales Tracker Calendar user you are entitled to receive 150 free sales leads from our affiliate partner.
This information can be changed or updated at anytime by going to Setup ---> Profile inside of the app.
2. Set up a Sales Objective / Sales Goal
Next the app will ask you if you would like to set up a new sales objective. You can choose to enter it right then, or wait and enter it from the Objectives button inside the app. Sales objective information is used in your Sales Objective Report and your Weekly Sales Plan. It can be changed or updated at anytime and the sales reports will automatically adjust to the changes.
3. Take a look at the Three different Calendar layouts:
Daily Calendar: This is where you will spend most of your time as it shows the most complete information about all meetings, sales appointments, follow-ups and referrals. To enter a New Appointment, Follow Up or Referral click the + button in the top right hand corner of the app.
Weekly Calendar: This "Week Peek" feature is designed not so much as to show specific appointment information, but instead to give you the option of quickly and easily looking at your entire week from a "zoomed out" perspective. That way you can glance at your week and quickly see where you have availability. You can also click on a date on the Weekly calendar and it will take you to that date in the Daily calendar View.
Monthly Calendar: This is designed as a navigational feature. It doesn't have much to do with your daily sales appointments, but if you need to look back at an appointment that occurred three months ago? Simply click on the date and go right to that date in the Daily calendar view.
4. Get Started!
Click the + button in the upper right hand corner to enter a New Calendar Entry (Appointments, Follow Ups, Referrals or Meetings).
Choose from Appointment, Follow-Up, Referral or Personal/Other type of Meeting. Each will show up on the calendars in a different color so that you will know what type of event or entry they are at a glance.
If you choose Appointment, you will be asked for the Appointment Type - this will show up under Status/Notes in your Pipeline Report. Next select a Business (or enter a new one for a first time visit) and a Contact (or enter a new one), then select the Date, Start Time and Duration of the appointment. Last if there are any additional notes that you would like displayed under Status/Notes in your Pipeline Report put them in the Notes section.
When entering a New Business: Be sure to enter the Estimated Sale Amount and the Target Product because those will show up on your Pipeline Report as well.
If you choose Follow-Up: You will be asked to choose whether it is a Follow-Up by: Phone, Fax, Email or In-Person before proceeding to the rest of the information required, which is the same information required as with setting an appointment. On your Daily calendar view it will show which type of follow up it is: phone, fax, email or in person.
5. After the Appointment (or Follow-Up, or Referral) Click on the Appointment, which will have a Red Dot on it in Daily View (this is a Reminder Dot to let you know that you have not yet entered the Post Appointment information) then select Post Appointment. This is where you will enter the results of this sales appointment. These results are used in calculations to create your custom sales reports, so don't forget to enter this information on every single one! Once you enter the Post Appointment information the Red Dot will go away. You can also Reschedule an appointment from the Post Appointment Menu or mark it a "No Show" so that it doesn't negatively effect your numbers.
6. End of the Day (EOD)- it is super important that each day you click the EOD button that is found next to the + "add appointment" button in the top right corner of the app and enter the information that it asks you to enter. Yes, it can be hard to make a habit of counting your cold calls, but it is a habit that you must create in order to excel in the sales industry. It is essential in knowing what you have to do in order to hit your sales objectives. The EOD button is RED until you have entered the End of Day information, once that is completed the EOD button will turn BLUE for that day.
How many referrals did you receive? This question is designed to remind you every day that you need to be asking for referrals. Asking for referrals at every single appointment is a habit that can increase your sales and commissions greatly. Yet, as we all know, it can be very hard to remember to always ask. That's why PipelinePro was designed to remind you over and over.
7. Take a look at your Reports and send them to yourself and to your Sales Manager via email.
** Emailed Reports should be Downloaded (choose Download instead of View) from the email in order to view them in their optimal format. Reports are only available in their optimal format in the Firefox and Google Chrome browsers. Reports only display in plain text from the Internet Explorer browser**
Objectives Report - This one is simple. It's designed to help you count down to hitting your objective without having to wait for sales reports from your company. Company supplied sales reports can be a bit behind due to underwriting delays.
Performance Statistics - This is a report showing your week's sales results and sales closing ratios. Knowing these numbers will lead you down the road towards hitting your sales objective.
Weekly Sales Plan - This Sales Plan is literally the road map to your objective. It uses your sale closing ratios, average sale amount, remaining objective and creates for you a custom report showing EXACTLY what you what you must do each week in order to achieve your sales objective based on your numbers that week.
Pipeline Report (Available in Email Format Only) - The Pipeline Report is only available over email because smartphones are not large enough to properly display that size of report. The Pipeline Report shows the leads and prospects that you are currently working with, also known as a "working list". Any potential customer that you have - or have already had - an appointment, follow-up or referral with, but haven't closed will be shown in your Pipeline Report. If you select "No" when it asks you if the customer is still interested inside the Post Appointment screen, then the customer will be removed from your Pipeline Report.
From the Reports button in the app you cannot view the Pipeline Report (as mentioned above) so when you click on the Pipeline Report from the Reports menu (instead of the Email menu) it will only auto populate ONLY YOUR email address. That way you can email the Pipeline Report to yourself to look over before you email it to your sales manager. To email the report to you AND your sales manager go to the Email Reports menu and send it from there.
*Tip: To delete a contact go to Manage Contacts under Setup. On Android you hold the contact that you want to delete until the box pops up with the options to delete it. On iPhone you swipe to the right and it will create a red Delete button to use to delete your contact.*
Do you have a question that we didn't answer here? A bug or glitch to report? Feedback? Is there a feature, integration or change you would like to see in future updates of PipelinePro?
Email us at firstname.lastname@example.org or call us direct: 805-276-6595