This chapter contains general instructions for using the Advanced Telesales System. It provides information on starting up and exiting from the Sales System and an example of the Master Menu.

Starting up the Sales System

In order to start up the Sales System, you must first sign on to the computer. (See appendix A for information on signing on.)

At the VAX prompt (the "$") you invoke the Sales System by entering SALES:

$ SALES

After a few seconds, you will see the SALES System start up screen.

Next, you will see the Master Menu.

The Master Menu displays the Sales System categories:

Example 2-1 Master Menu

ATS V3.2 Advanced Telesales System 10-Jun-1992 MAIN Master Menu Level: 1 Call Selections Special Functions CALL Call Prospects OPERATOR Operator Functions PCALL Call (one prospect) MANAGER Manager Functions RESUME Resume Calling Word Processing Reports EDIT Edit/Create Ltrs REPORT Prospect Call Report PROOF Proof Ltrs/Spell DAILY Daily Call Report LASER LASER a Letter STATUS Daily Status Mailing DIR Directory of Ltrs Other Selections MISCELLANEOUS INQ - Prospect Inquiry MAIL VMS MAIL Facility CHE - Check Similar Customers REMIND Remind SYS - VMS Syst Commands LOG - Log Off Sales Sys Item? CALL__ EXIT=Exit Advanced Telesales System \=BACK HELP=Help

2.2 To Call a Series of Prospects.

The sales system allows you to call a series of sales prospects on a specific date. To see a list of sales prospects that are to be called, for example, on 12/12/91, choose the CALL item:

Example 2-2 CALL Item

ATS V3.2 Advanced Telesales System 10-Jun-1992 MAIN Master Menu Level: 1 -------------------------------------------------------------- Call Selections Special Functions CALL Call Prospects OPERATOR Operator Functions PCALL Call (one prospect) MANAGER Manager Functions RESUME Resume Calling Word Processing Reports EDIT Edit/Create Ltrs REPORT Prospect Call Report PROOF Proof Ltrs/Spell DAILY Daily Call Report LASER LASER a Letter STATUS Daily Status Mailing DIR Directory of Ltrs Other Selections MISCELLANEOUS INQ - Prospect Inquiry MAIL VMS MAIL Facility CHE - Check Similar Customers REMIND Remind SYS - VMS Syst Commands LOG - Log Off Sales Sys Item? CALL__ EXIT=Exit Advanced Telesales System \=BACK HELP=Help

Next, you are prompted for:

• Product?
• Action?
• Time Zone?
• Ending Date?
• Flag Category?

Next, you see the Customer Call Report for December 12, 1991. Included in the report is the name of the contact person, the organization name, phone number, type of information previously sent to the prospect, comments, etc:

INTOUCH Calls Calls made: 2 (412) 892-4756 X FAX: Name : ALAN DELVRIES Timezone : EST (02:35 PM) Org : ENERTRONICS Last call : Thu 12-Dec-1991 Cust # : 49375 Next call : Fri 13-Dec-1991 Earlier comments: 25 Call source: DEXPO_S91 28) Thu Dec 05 '91 08:26 AM INTOUCH JULIE: Talked with Theresa and they do want to look at the demo. She said that they have to generate a p.o. for the demo. She hopes to have one by next Friday. Command? STATUS__ Enter ADD, commnt no. to edit, NEXT, PREV., FIRST, LAST, PRINT, STATUS EXIT = Exit Advanced Telesales System \ = Back HELP = Help

To see the STATUS of the customer to be called, press the [RETURN] key. Next, you might see a screen similar to the following:

Example 2-3 PCALL - Status

INTOUCH Calls Calls made: 2 (412) 892-4756 X FAX: Name : ALAN DELVRIES Customer # : 49375 Title : MANAGER Zone : EST (03:44 PM) Org : ENERTRONICS Salesperson: GROVE Addr1 : PO BOX 10940 Media type : 9TRK Addr2 : Version : 3.0 Addr3 : Support : No Quality : P City : PITTSBURGH CPU type: Last : Thu 12-Dec-1991 St/Zip : PA 15236- Source : DEXPO_S91 Next : Fri 13-Dec-1991 Country: Opr msg: INTOUCH DEMO 31-May-1991 WIDGETS INFO 16-May-1991 Press the RETURN key to continue EXIT = Exit Advanced Telesales System \ = Back HELP = Help

2.3 Looking up a Prospect

Example:

Suppose you want to call a prospect but you do not know the correct spelling of an organization. However, you have the phone number. You can find out the correct organization name by choosing the PCALL (Phone Call) item:

Example 2-4 PCALL Item

ATS V3.2 Advanced Telesales System 10-Jun-1992 MAIN Master Menu Level: 1 Call Selections Special Functions CALL Call Prospects OPERATOR Operator Functions PCALL Phone Call (one prospect) MANAGER Manager Functions RESUME Resume Calling Word Processing Reports EDIT Edit/Create Ltrs REPORT Prospect Call Report PROOF Proof Ltrs/Spell DAILY Daily Call Report LASER LASER a Letter STATUS Daily Status Mailing DIR Directory of Ltrs Other Selections MISCELLANEOUS INQ - Prospect Inquiry MAIL VMS MAIL Facility CHE - Check Similar Customers REMIND Remind SYS - VMS Syst Commands LOG - Log Off Sales Sys Item? PCALL__ EXIT=Exit Advanced Telesales System \=BACK HELP=Help

Next, you are prompted for the organization name:

Example 2-5 Organization Name

GROVE Phone Calls Calls made: 90 Organization? __________________________________ EXIT=Exit Advanced Telesales System \=BACK HELP=Help

Since you do not know the organization name, but have a phone number, press [RETURN].

You are next prompted for the Phone Number:

• Enter the phone number.

Example 2-6 Phone Number

GROVE Phone Calls Calls made: 90 Phone Number? 8159426443_______________ EXIT=Exit Advanced Telesales System \=BACK HELP=Help

You will then see the information on the prospect.

However, you may not know the phone number. At the phone number prompt, you can press [RETURN]. You will be prompted for the contact person's name, which, hopefully you have.

You may have only a vague idea of the contact person's name, e.g., you know it is Alan Del___, but are not sure how to spell the last name.

Here, the Sales System is extremely generous! You can do a name search. At the Name prompt, just enter the partial name:

Example 2-7 Name Search

GROVE Phone Calls Calls made: 90 Customer Name? Alan Del________________ EXIT=Exit Advanced Telesales System \=BACK HELP=Help

You will be given a choice of names. You recognize the first entry as the name you want. Enter the number, e.g., 1):

Example 2-8 Select a Sequence Number

GROVE Phone Calls Calls made: 90 x 1) (412) 892-4756 X ALAN DELVRIES ENERTRONICS x x 2) (303) 670-3720 X ALAN DELT MICROSYSTEM INTEGRATION x Sequence number? 1____ EXIT = Exit Advanced Telesales System \ = Back HELP = Help

In a matter of seconds, you easily find the prospect's record:

Example 2-9 Sample Record

GROVE Phone Calls Calls made: 90 __Products_________________________ | WIDGETS-WIDGETS INTOUCH-GROVE | | ABC-DROP | | | | | ___________________________________ Customer Number: 39575 Organization : ENERTRONICS Name : ALAN DELVRIES Phone Number : (412) 892-4756 X Product? INTOUCH___ EXIT = Exit Advanced Telesales System \ = Back HELP = Help