Advanced Telesales
System

12.11 Drop and Delete Analysis

To see a Drop and Delete Analysis Report, at the Manager Menu Item prompt, enter DROP:

Item? DROP__

Next, you see the first screen used to generate a Drop and Delete Analysis Report, You are asked to enter the beginning and ending dates for the report:

Example 12-26 DROP - First Screen, Drop and Delete Analysis Report

Sales Drop and Delete Analysis Beginning date: Ending date : Products : Sales teams : Salespeople : Beginning date? YESTERDAY Enter YESTERDAY, TODAY, WEEK, MONTH or date EXIT = Exit \ = Back HELP = Help

Example 12-27 SALES - Sales Drop and Delete Analysis Report

June 30, 1993 Drop and Delete Analysis Page 1 April 1, 1993 through June 30, 1993 Account Contact Product Status Date Time Salesperson Customer ID ----- ------- ------ ------- ------------- -------- ----------- 53582 SMITH DLB DROP 08-Apr-1993 11:47:03 JOLI BROCKERD 26943 GALIVAN DTA DROP 21-Apr-1993 12:48:18 JOLI TRUE SYSTEMS Totals for salesperson: JOLI Drops: 2 Deletes: 0 Totals for Sales Team: SSM Drops: 3 Deletes: 0 Grand Totals Drops: 3 Press the RETURN key to continue

12.12 Situation Reports

Situation Reports summarize sales activities by product, salesperson and source.

To see a Situation Report, at the Manager Menu Item prompt, enter SIT:

Item? SIT__

Next, you see the menu used to generate a Situation Report:

Example 12-28 Situation Menu

ATS V3.2 Advanced Telesales System 30-Jun-1993 SITUATION Situation Level: 3 Situation Summary Reports By SPRODUCT Summary SIT Report By Product SPERSON Summary SIT Report By Salesperson SSOURCE Summary SIT Report By Source SRCPERSON Summary SIT Report By Source & Salesperson Situation Detailed Reports By DPERSON Detailed SIT Report By Salesperson Item? EXIT = Exit \ = Back HELP = Help

Next, you see the first screen used to generate a Summary Situation Report by Product. You are asked to enter the product ID:

Example 12-29 SITUATION - First Screen

System Management Software Product ID : ALL____________ Valid products: WIDGETS, XYZ, ABC EXIT = Exit \ = Back HELP = Help

You see a message that the report is being built:

Next, you see your report. It includes Situation Code and Count.

Situation Code

The Situation Code shows you the various sales stages of the product. In the following sample report, suppose a code 080 means "sale was made," and it has a count, say, of 42 after it. This would mean that there were 80 sales of WID. A code of 160 with a count of 25, might mean that 25 WIDs are in the purchasing department, waiting for a P.O., etc.

Example 12-31 Sample Situation Report - By Product

.screen - 30-Jun-1993 System Management Software Page 2 Situation Report By ALL Products ALL Situations Product SIT COUNT ---------- ---------- ----- WID 060 8 WID 070 4 WID 080 42 WID 100 1 WID 110 22 WID 120 5 WID 150 4 WID 155 11 WID 160 25 WID 170 31 WID 210 202 WID 220 75 WID 230 1598 WID 250 1583 WID 260 283 Press the RETURN key to continue

A similar Situation Report by salesperson can be produced.

Example 12-32 Sample Situation Report - By Salesperson

.screen - 01-Jul-1993 System Management Software Page 1 Situation Report By ALL Products 060-100 Situations Product Salesperson SIT COUNT ---------- --------------- ---------- ----- INTOUCH CHRIS 070 1 CHRIS 080 22 ===== Total XYZ SIT Codes 23 ===== Grand Total SIT Codes: 23 Press the RETURN key to continue

Chapter 13
To EDIT and CREATE letters

The Sales System offers the salesperson an easy way to edit (make changes in) an existing letter and to create letters.

Example:

You may want to edit a letter that you are writing to a prospect who is interested in your product. Suppose you want to make some changes in the last line, e.g., change the line that reads

To edit a letter, at the Master Menu Item prompt, enter EDI:

Example 13-1 EDI - EDIT

GROVE Master Menu 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? EDI__ EXIT=Exit Advanced Telesales System \=BACK HELP=Help

Next, you see the first screen used to edit a letter. You are prompted to enter the name of the file you want to edit. Enter the file name, e.g., WARNER, including the extension, .LTR:

Example 13-2 Edit Screen

GROVE Master Menu File name: WARD.LTR EXIT=Exit Advanced Telesales System \=BACK HELP=Help

Next, the letter appears on your screen:

Example 13-3 Sample Screen

GROVE Master Menu November 30, 1988 Mr. Ed Ward P.O. Box 1680 Dallas, Texas Dear Mr. Ward: Enclosed please find the additional copy of our Tuning Guide. I will give you a call shortly. Sincerely, Linda Grove Sales Representative EXIT=Exit Advanced Telesales System \=BACK HELP=Help

To edit (make changes in) the letter:

Arrow to the words you want to change.
Backspace to erase the words you don't want.
Retype the line as you want it to read.
Press [GOLD/F] to return to the Master Menu.

E.g., to change the word "shortly" to read "in ten days," backspace over "shortly" and enter "in ten days":

Example 13-4 To Edit a Word

GROVE Master Menu November 30, 1988 Mr. Ed Warner P.O. Box 1680 Dallas, Texas Dear Mr. Warner: Enclosed please find the additional copy of our Tuning Guide. I will give you a call in ten days. Sincerely, Linda Grove Sales Representative EXIT=Exit Advanced Telesales System \=BACK HELP=Help

To create an entirely new letter to Ed Ward, at the File name prompt, enter a different name for the file:

Example 13-5 To Create a New Letter

GROVE Master Menu File name: WARD.LTR2 EXIT=Exit Advanced Telesales System \=BACK HELP=Help

To create the letter:

Arrow to the first line of the letter, e.g., the date line.
Type in the text of the letter.
When you have finished creating the letter, press [GOLD/]F) to return to the Master Menu. Your letter will be automatically saved.

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