Sales And Marketing System Start Up Instructions

Your Sales System is now setup. Your can now log in as administrator with username is xxx and your password is xxx here:

http://salessystem.com/salessystem

Sales System was developed by Internet Man, Inc. Feel free to call us with questions at 714-368-1500, 9 to 5 Pacific Time, Monday through Friday.

Here are your next steps.

Step 1 - Log in as Administrator and enter your salesmen (users)

1. Log in.

2. You will see the sales statistics page. Disregard this for now. Click on the Administration link at the top of the page.

3. Click User Administration, then Add New Salesman.

4. Fill in the form. The key fields are work name (single word / no spaces), status (active), and security (set to Level 3).

5. Enter everyone who will be using the system.

6. Once all your people are in the system give each one their username and password.

7. Instruct them to set the home page of their browser to the log in screen above.

Step 2 - Entering a Lead in to the System

1. Click Return (if still in the Administration section).

2. Click Add Lead from the top menu.

3. You will see the lead screen. This screen is divided into 3 sections. The three sections are Lead, Contact Information, and Ticklers (tasks and reminders).

4. Fill in the lead section. Fill in the Lead Title (important), Sales Notes (description of the lead). These fields are mandatory. The remaining fields are optional.

5. Fill in the contact section. You are building a contact database with each lead.

a. If the contact is new, set contact drop down list to new and fill in the section.

b. If you have already entered the contact, set the contact drop down menu to the contact (filling in this section is not required).

6. Fill in the Tickler (Sales Reminder) section if you want. You will use this section to set reminders for yourself and your people - things like phone calls, meetings, memos, etc.

7. Scroll to the bottom of the screen and click Add Lead and Close.

Step 3 - Working Leads in the System

1. Click Active Leads from the top menu.

2. This shows active leads in the system. Leads are listed in Status order with the hot leads on the top. To work on or update a lead, click the left blue edit ball.

3. This is the lead screen. To update a lead, type in the information, scroll to the bottom of the page, and click Update Lead and Quit.

Step 4 - Adding a Task to the Lead

To set a task for a lead, follow these steps:

1. Go to the lead (see step 3 above).

2. Scroll to the bottom section, Active Sales Reminders and Ticklers.

3. Fill in the task date and time.

4. Enter the task type.

5. Enter the salesman (to execute the task)

6. Click Update Sales Lead. This will add the tickler to the lead without leaving the lead.

7. When you scroll down to the bottom of the lead, you will see a blue ball in the tickler section with the date, time, and title. This indicates a task has been set. If the task is finished, the ball turns red. To edit a tickler, click the ball or red ball.

Step 5 - Editing a Task

1. Click To Do List

2. Find the tickler and click the blue edit ball.

3. Make changes to the task

4. Click Update Tickler

Note: You can also edit a task by going to the lead and clicking on the blue ball in the Tickler Section (at the bottom).

Step 6 - Working the To Do List

- All tasks assigned to leads should be worked regularly.

1. Click To Do List

2. These are the sales tasks assigned to you. Click the blue edit ball.

3. Execute the task.

4. Update the task with detailed information.

5. Click Update Tickler

Note: you can see all the tasks set for a lead by clicking the Lead Tasks button.

Step 7 - Closing a Sale

1. Click on Active Leads at the top menu.

2. Click the blue edit ball

3. Enter the close date

4. Set cycle to Deposit Paid

5. Set $Value to the approximate value of the sale. If you don't know, set it to 1.

6. Click Update Lead and Quit

Step 8 - Archiving a Lead

Note: When you close a lead, or it goes dead, you'll want to remove it from the system. Since no leads are deleted, you'll want to archive the lead. Follow these steps:

1. Click Active Leads

2. Check the box (in the Edit Column) of the leads you wish to archive. You can do more than one.

3. Click Archive Selected.

Note: Alternatively you can archive a lead from the lead screen as follows:

1. Go to the lead

2. Scroll to the bottom of the screen and click Archive Lead.

To activate and archived lead, click Active Leads, Lead Archive (at the bottom of the page), and click the Orange Activate ball.

Adding Landing Pages

You should deploy landing pages to feed Sales System with leads. Landing Pages are advertisements on the Web explaining your offer. Sales System counts the accesses of these pages for you. You should send traffic to these pages with Google Ad Words or something similar. Using the statistics in Sales System you can determine if your campaign is successful. To deploy landing pages follow these steps:

1. Click Administration

2. Click Landing Pages

3. Click Add New Lading Page

4. Fill in the form and click Add Landing Page

5. Click the Blue Edit Ball of the page you just added

6. Read the instructions at the bottom of the page.

7. Insert the javascript code on your pages.

To see the real-time count of your deployed pages, follow these steps:

1. Go to the main menu

2. Click Landing Pages

This is display the counts of your pages on a real time basis.

That's a basic overview of the system. There is more to it than that, but that should get you started. If you have any concerns, issues, or suggestions feel free to email me back or call us at 714-368-1500 PST.