To send a fax, At the Command prompt, enter SEND:

Command? SEND__ Enter ADD, commnt no. to edit, NEXT, PREV., FIRST, LAST, PRINT, STATUS EXIT = Exit Advanced Telesales System \ = Back HELP = Help

At the Product prompt, press [RETURN]:

Product? INTOUCH__

Next, you see the screen of available items to send. Arrow down to the item you want to send. For example, if you want to send a quote, arrow down to QUO. Then press [RETURN] twice.

Example 3-11 SEND - Items to Send

GROVE Phone Calls - Send Calls made: 18 Name : DAN SWAIN Customer #: 13724 Organization: WOOD TECHNOLOGIES Phone : (619) 455-7404 X +-------Available INTOUCH Items-------+ +-----Selected items -----+ | [Finished]~selecting~items | | | | BRO - INTOUCH Brochure | | | | CDE - INTOUCH Compliment Demo | | | | DEM - INTOUCH Demo Tape | | | | SAL - INTOUCH Sale | | | | SUP - INTOUCH Extended Support | | | | DOC - INTOUCH Documentation | +-------------------------+ | QUO - INTOUCH Price Quote | | COV - INTOUCH Cover Letter | | OTH - Other | +-------------------------------------+ EXIT = Exit Advanced Telesales System \ = Back HELP = Help

Next, you are prompted to go to the next step:

Example 3-12 SEND - Go to the Next Step

GROVE Phone Calls - Send Calls made: 18 Name : DAN SWAIN Customer #: 13724 Organization: WOOD TECHNOLOGIES Phone : (619) 455-7404 X +--------Selection Options---------+ +---- Selected items ---------+ | [Go]~to~the~Next~Step | | INTOUCH QUO | | Select an Additional Product | | | | Change Selected INTOUCH Items | | | +----------------------------------+ | | | | | | +-----------------------------+ EXIT = Exit Advanced Telesales System \ = Back HELP = Help

Next, you are prompted to choose a price class:

Example 3-13 Price Class

GROVE Make Quote - INTOUCH Calls made: 18 Name : DAN SWAIN Customer #: 13724 Organization: WOOD TECHNOLOGIES Phone : (619) 455-7404 X Price classes for INTOUCH Class Copies Support Description +-----------------INTOUCH Price Classes-----------------+ | [GO] | | RESET | | PREVIOUS | | VS 2000, VAXsrv 3100, VS II, VS 3xxx, VS 4060/4VLC | | MV 2000, 3100/10e/20e, 3100/30/40/80/90, MV II, VA | | MV 3300/3400, 4100, VAXft 110, VAX 8200/8250, VAX | | VAX 6210/6310, VAX 4300/4400, VAXft 310/410/610, V | | ... | +-------------------------------------------------------+ EXIT = Exit Advanced Telesales System \ = Back HELP = Help

Arrow down to the appropriate class, e.g.:

[VS 2000, VAXsrv 3100, VS II, VS 3xxx, VS 4060/4VLC]

At the GO prompt, press [RETURN]:

+-----------------INTOUCH Price Classes-----------------+ | [GO][RETURN] |

Next, you see a series of letters with quotes. If the quotes are correct, at the GO prompt, press [RETURN].

Next, you see the Delivery Services screen. To send the quotes by fax, arrow down to FAX:

Example 3-14 PCALL Item

GROVE Phone Calls - Send Calls made: 18 Name : DAN SWAIN Customer #: 13724 Organization: WOOD TECHNOLOGIES Phone : (619) 455-7404 X +------Delivery services-------+ +---- Selected items ---------+ | U.S. Mail | | INTOUCH QUO | | FEDEX Overnight Delivery | | | | FEDEX Second Day Delivery | | | | [FAX] | | | +------------------------------+ | | | | +-----------------------------+ EXIT = Exit Advanced Telesales System \ = Back HELP = Help

The salesperson often needs to look at only one prospect. The Sales System allows this to be done on an individual basis by company name, phone number or contact name. This item is useful, for example, when a salesperson receives a call from a prospect. The prospect's account record can instantly be accessed to check the status and to handle the prospect's new requests. The Sales System allows you to:

• Access one prospect.
• Choose the product for which you want the prospect information.
• Check the status of the prospect.

Following are steps the salesperson takes when using ATS to access ONE prospect:

• First, you choose the item that allows you to access ONE prospect (PCALL)
• Next, you enter the name, contact person, or phone number of the organization whose information you want to see.
• Choose the product for which you want to see a prospect.
• Look at the prospect's record that is displayed to check the status (that is, the action you have taken so far) and to get the information you need.

Example:

Suppose you want to call one particular WIDGETS product prospect, XYZ labs, whether or not the prospect is next to be called that day.

4.4 Access the Prospect

To access ONE prospect, at the Master Menu Item prompt, enter PCALL:

Example 4-1 To Access ONE Prospect

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? PCALL__ EXIT=Exit Advanced Telesales System \=BACK HELP=Help

Next, you see the first information screen (Phone Call) for XYZ Labs.

4.5 Enter the Organization Name

Next, you are prompted for the organization name. At the Organization prompt, enter the name of the organization, XYZ Labs. If you do not have the organization name, but instead have a phone number or contact person's name, you can do a "search." Please see Appendix for procedures on completing a search.

Example 4-2 Enter the Organization Name

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

Next, you see a listing for XYZ Labs. It gives you two choices of contact names:

Example 4-3 List of Contact Names

1) (619) 455-7404 X BOB TURNER XYZ LABS 2) (619) 455-7000 X ELLEN JENSEN XYZ LABS

4.6 Choose the Contact Person

At the Sequence Number prompt enter the number that corresponds to the name of the contact you want to call. E.g., if you want to call Ellen Jensen, choose sequence 2:

Example 4-4 Choose the Contact Name Sequence Number

1) (619) 455-7404 X BOB TURNER XYZ LABS 2) (619) 455-7000 X ELLEN JENSEN XYZ LABS Sequence number? 2___ EXIT=Exit Advanced Telesales System \=BACK HELP=Help