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eSalesBI User`s Manual

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1. The screen will now display a map plotting the locations of the customers who are scheduled for appointments as shown Wey Gage Block Specialties Inc Welcome Joe Owner Logout A D 17577 Industry Way vv Buena Park CA 90621 714 522 3551 GAGE BLOCK 714 522 3565 PECIALTIE Home Maps Users 2 Appointment s Present Today sch Gertrudes Ave Sap Rostlans ae E pees 2 E 8 e ag S E 9 Alondra Blvd S DUNCAN AUTOMOTIVE 6002 Beach Blvd Buena Park USA CA 90621 Dag mO 3 flellflower of H g E A amp st Ha TS Malvern Ave s Artesia Aye D N Gibe ommonwealth Ave Allington St quos a Los Cerri South St Candlewood st 195th St Dag aMoyliag 1 any wasaM La Palma La Palma Ave La Palma Ave sper St Knott s Berry Farm any apian Pd 18 eoubew N 38 wan Laien Centralia St P lg MOIE N p lg saauoig Pra yemon JS DaqnoN Harvey Way j HP d Fi TORT e Carson St E Lincoln Ave WLincoln Ave Map data 2015 Googie TermsofUse Reporta map error The top of the map will display the number of appointments that are scheduled for the current day e Clicking on the plus will zoom in map e Click on any of the plot points to see a pop up window that shows the Customer s name and address information 35 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BL CRM Users Guide Email Not
2. e A note can be added by clicking on the Add ki button then clicking within the blank field that is now displayed above all the previous notes information enter in the new notes information and then clicking on the Save BI icon to save the entered note You also have the option to both save the entered note and have it emailed by clicking on the Save and Email ez icon e Existing note entries display the actual note the creation last modification dates and the names of who created modified the note entry An existing note entry can be modified by clicking on the edit note icon A note can be emailed by clicking on the envelope icon Clicking on the trash can T icon will delete the note entry e Click on the close SI icon to close the customer notes pop up window and you will be returned to the schedule Screen 24 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BL CRM Users Guide Search CRM By Field e From the owners home screen to access customer reports for all or just a specific salesperson click on the Search CRM by Field button and the following screen will be displayed Sa Gage Block Specialties Inc Welcome Joe Owner Logout G 17577 Industry Way Buena Park CA 90621 ed 714 522 3551 GAGE BLOCI 714 522 3565 ECIALTIES Home Search CRM Salesperson No Salesperson S v Search in elect v Search for 2015 All Rights Reserved Powered
3. symbol within the Goals MTD screen section LY MTD Shows Last Years LY Month To Date MTD sales dollar amount Change Shows the percentage difference when comparing Month To Date MTD versus Last Year LY Month To Date MTD sales dollar amounts MTD Goal Shows the Month To Date MTD sales dollars goal Denoted by the light blue pointer symbol within the Goals MTD screen section of Goal Shows the percentage when comparing Month To Date MTD versus MTD Goal sales dollar amounts of Store Shows the percentage when comparing Month To Date MTD versus MTD store sales dollar amounts YTD Shows the Year To Date YTD sales dollar amount Denoted by the light grey diamond symbol within the Goals YTD screen section LY YTD Shows Last Years LY Year To Date YTD sales dollar amount Change Shows the percentage difference when comparing Year To Date YTD versus Last Year LY Year To Date YTD sales dollar amounts YTD Goal Shows the Year To Date YTD sales dollars goal Denoted by the light blue pointer gt symbol within the Goals YTD screen section of Goal Shows the percentage when comparing Year To Date YTD versus YTD Goal sales dollar amounts of Store Shows the percentage when comparing Year To Date YTD versus YTD store sales dollar amounts Profit Dollars The Profit Dollars section contains the following information Heading Description MTD Shows the Month To Date MTD profit dolla
4. User Sam Salesman 11 3027 Customer AMERICAN ACRYLIC Appointment Type Visit 12 009 Starts on 04 16 2015 10 00 42 30PM Ends on 04 16 2015 11 00 Subject Sales Visit Description Created By Sam Salesman 4 30PM Modified By 1 00 P e To remove the appointment details pop up window click anywhere else on the screen Entering A Customer Note From An Appointment e With the schedule screen displaying appointments in the day view you have the ability to enter a customer note by placing the mouse pointer over the customer notes icon E and left clicking on it 23 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BYCRM User s Guide A customer note pop up window will now be displayed on the screen and will display any note entry information for the customer as shown WER nm LL rm Need to follow up with Jack regarding cooling product sales being from last year Loyal customer since 1985 Created On 1 14815454 Modified On 10 1 2014 A Created By NotesModal aspx BuyerID 250 Created On 46 08 AM Modified On 5 5 46 08 PM Created By Sam Salesme Created On 11442549 Modified On 2014 11 44 25 AM Created By A AMERICAN ACRYLIC Modified By Daughter Rebecca plays 14U club soccer for the OC Lightning based out of Garden Grove thony Modified By er Modified By 10 302 10 452 mr Show 24 hours
5. Sun 3 Mon 4 Sat 9 all day User Anthony Customer KENS MOTORS Appointment Type Call Starts on 05 07 2015 11 00 Ends on 05 07 2015 11 30 Subject Sales Call Description ter Name 270 Created By Anthony AUTO REPAIR Modified By Anthony 555 6666 e After viewing the appointment details pop up window click anywhere else on the screen to remove the pop up window and return back to the scheduler screen Entering A Customer Note From An Appointment e With the schedule screen displaying appointments in the day view you have the ability to enter a customer note by placing the mouse pointer over the customer notes icon B and left clicking on it 82 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BYCRM User s Guide A customer note pop up window will now be displayed on the screen and will display any note entry information for the customer as shown WER nm LL rm Need to follow up with Jack regarding cooling product sales being from last year Loyal customer since 1985 Created On 1 14815454 Modified On 10 1 2014 A Created By NotesModal aspx BuyerID 250 Created On 46 08 AM Modified On 5 5 46 08 PM Created By Sam Salesme Created On 11442549 Modified On 2014 11 44 25 AM Created By A AMERICAN ACRYLIC Modified By Daughter Rebecca plays 14U club soccer for the OC Lightning based out of Garden Grove th
6. a F z Artesia Blvd Artesia Blvd TY T cela Bia A gt wet nd Commonwealth Ave Whitaker St any prenden Buena Park High School 1S Mata Lafe z Orangethorpe Ave Orangethorpe Ave W Orangethorpe Ave Flamingo gt eg mingo 0 e m n a N W Roberta Map dats EIS Googie TemsofUse Reporta map error 2015 All Rights Reserved Powered by Autologue By default the screen will display a map plotting the locations of the customers who are scheduled for appointments for the day The top of the map will display the number of appointments that are scheduled for the current day e Clicking on the plus will zoom in or on the minus will zoom out e Click on any of the plot points to see a pop up window that shows the Customer s name and address information 70 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BL CRM Users Guide Counterman Login Screen When a counterman has logged in using their counterman password the following screen will be displayed Goals TT Goals YTU Sales Dollars Profit Dollars Number of Invoices Sales Dollars Profit Dollars Number of Invoices 600 300 80 3k 12 d 480 jg qu ri T 360 180 48 4 18 720 24 120 32 3 2k 12K 480 120 60 16 1 6K 600 240 0 D 0 D Vv 0 00 96 Vv 0 00 96 Vv 0 00 96 Ww 14396 vV 164 Vv 0 66 96 Avg Line Items New Return 96 Avg Line Items New Return 96 Sales Doll
7. Line Code Sales Information Section Heading Description Line Code The line code of the parts sold to the customer LY MTD Shows the Last Year LY Month To Date MTD sales dollar amount for the line code MTD Shows the Month To Date MTD sales dollar amount for the line code Change Shows the percentage difference when comparing the Month To Date MTD versus Last Year LY Month To Date MTD sales dollar amounts MTD Returns Shows the Month To Date MTD inventory returns dollar amount MTD Warranty Shows the Month To Date MTD warranty returns dollar amount LYTD Shows the Last Year To Date LYTD sales dollar amount for the line code YTD Shows the Year To Date LYTD sales dollar amount for the line code 89 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BYCRM User s Guide Change Shows the percentage difference when comparing the Year To Date YTD versus Last Year To Date LYTD sales dollar amounts YTD Returns Shows the Year To Date YTD inventory returns dollar amount YTD Warranty Shows the Year To Date YTD warranty returns dollar amount YTD Core Outstanding Shows the Year To Date YTD outstanding cores dollar amount This represents the amount of cores charged for and not yet returned Notes e From the CUSTOMER NAVIGATION screen click on the Notes colored menu block and the screen will display any note e
8. amp personal e Automatically login to ePartConnection as the information for the customer About Customers customer e Automatically login to eOffice as the customer e Viewa sales dashboard Business Intelligence e View Add customer notes information 63 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BL CRM User s Guide About Customers e From the CUSTOMER NAVIGATION screen click on the About Customers colored menu block and the following screen will be displayed Ta Gage Block Specialties Inc Welcome Sam Salesman Logout C A 17577 Industry Way A Buena Park CA 90621 tre 714 522 3551 GAGE BLOC 714 522 3565 ECIALTIES CUSTOMER DETAIL Home Navigation Details 250 American Acrylic Business Address Street 1257 Ora City Country Contact Details Phone No 1 Phone No 2 Business Type of Business Business hours Paint SAMESPM Size of Business 10 20 Authorized signer 1 Authorized signer 2 Smith lim Jones Misc Notes Owner Details The CUSTOMER DETAIL screen will be displayed and will be displaying the entered business information address phone numbers business type hours size authorized signers and notes for the selected customer e To edit any of the existing business information click on the blue edit icon and then click within any of the fields within the Contact Details amp Business sections and make your changes a
9. 11 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BL CRM User s Guide Setting Up The Salesman Accounts e Click on the My Accounts menu link and the following screen will be displayed ePart Connection Parts Store Setup StoreId ROYSTEST3 roystest3 Repos E My Accounts Browse Import csv Export CSV L Remove accounts before importing aking Store ID Import file must b Connect Manually Adding Accounts e Within the Add Accounts screen click within the Customer Number field and enter the customer number for the account being added and press the lt Tab gt key e With the cursor positioned within the Ranking field enter in a ranking code A Z or 0 9 and press the lt Tab gt key e With the cursor positioned within the Store Id field enter in your stores ePartConnection store ID and press the lt Tab gt key e With the cursor positioned within the Password field enter in the password for the customer number entered and click on the Submit button to save the entered information e Click on the Connect button to test if the login connects correctly If the entered account information is correct a new browser window will pop up with the customer automatically logged into the ePartConnection website If the information entered was incorrect a new browser window will pop up but the ePartConnection login scre
10. 17 00 v 17 00 0 00 0 00 FEL 0 00 86 68 a 0 00 0 00 86 68 86 68 0 00 0 00 0 00 FRA 96 69 54 41 v 5 12 0 00 166 15 185 61 A 5 12 5 0 00 GAT 0 00 19 86 A 0 00 0 00 0 00 130 33 A 0 00 0 00 0 00 GRO 0 00 0 00 0 00 0 00 12 52 0 00 100 00 v 0 00 0 00 0 00 This screen is a graphical sales dashboard of the customers sales from the past year on up through the current date It displays a variety of graphed sales figures as well as dollar values for the various types of returns core inventory warranty It also shows the percentage changes positive negative based up comparisons from last year versus this year sales The screen is broken up in 4 sections 1 Upper Heading Sales Information Cells 2 Monthly Sales Bar Graph Table 3 Month Year To Date Sales Bar Graphs 4 Line Code Sales Information Upper Heading Sales Information Cells Section Heading Description MTD vs LY MTD Sales Shows the Month To Date MTD sales dollar amount and the percentage difference when compared to Last Year LY Month To Date MTD sales dollar amount The small dollar amount displayed is the current month to date sales The large percentage figure displayed will either show in red if the percentage is down denoted by the red down arrow or in green if the percentage is up denoted by the green up arrow To view the Last Year LY Month To Date MTD sales dollar amount hover over either of the bar graphs wit
11. 28 DS Car CHB doel en 28 Search By Name Number 29 28 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BYUCRM User s Guide Nerei m 29 Drilling Down elo BN 30 Emailine Search Results eei EE EE EEN EENS 32 E EE 34 Email Notifications E 36 IGI MTM I 38 In Out Time D LE 38 Map Breadcrumbs op E oie feed Le Pe Pedo ER Oba PR Ergo 39 DALES Se E 42 Explanding Viewing The Sales amp Profit Information essent tnnt 43 Collapsing The Sales amp Profit Information esses en nennen nennen nente nnne tne 43 Aerts 6c NOLITICAUIONSG P cR 44 Salesman Login ENT aT SEC 45 PilertssGcN OUT Cath OMS EE 46 Nerd ce eegene eebe 47 Day Schedul VIC EE 47 Scheduling A New Apportment 2 0e od eres tegere re beret intrepid p een pene Da repu EEEE EERE a Ee eaaa 48 ee A Task eR 50 Editing A FaSk eL 50 IR KEE 50 Week Schedule E E 50 Month Schedule View E M 51 Timeline Schedule V1 C c 52 Viewing Appointment Details 4 5 etti eite ee esce iia aa anaa E raSi Erai a a iaa 53 Entering A Customer Note From A
12. 30 All Salesmen Joe Owner v Add new salesman Over Returns Priority High Y All Salesmen Joe Owner v Add new salesman Notification 1 Priority High Y Meeting 10 23 Thursday 10AM Conference Room A all Salesmen Joe Owner v Add new salesman Notification 2 Priority High Y P all Salesmen Joe Owner v Add new salesman Notification 3 Priority High V All Salesmen Joe Owner M Add new salesman Notification 4 Priority High Y WI All Salesmen a Joe Owner Add new salesman Customers with sales greater than 1000 during the last 90 days compared to the last 90 Customers with over 10 returns of their purchase for each of the last 90 days days that have not purchased in 14 days days e Click within the desired section and enter in the specific parameters to setup alerts for and or the specific notification message and then click on the Submit button at the bottom of the page to save the entries If the All Salesman option is check marked within the section then it will apply to all salespersons Otherwise if unchecked it will only apply to the specific salesperson s added SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BL CRM User s Guide Manage Opportunities Management has the ability to direct their customers to specific webpages websites to promote special events special pricing problem solving solutions etc These oppo
13. 3565 SP CIALTIES EXCEL IMPORT CUSTOMERS Home Excel Import Upload excel file Choose File TRI file chosen Click to downloadsample Excel sheet 2074 All Rights Reserved Powered by Autologue From the Excel Import Customers screen you have ability to select a file that can be used to import specific CRM information into existing customers You also have the ability to download a sample Excel spreadsheet that shows you the about fields information that can be used to import into existing customers 57 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BYCRM User s Guide Downloading A Sample Excel Sheet e To download a sample Excel sheet file click on the download link and a Customers xlsx file will be downloaded and saved on the PC Open the file with Excel to see the list of the available input fields as shown SI oa T EE OCCURS Ss te en Home Insert Page Layout Formulas Data Review Viev o E e B E Calibri H A AT d Ep Wrap Text General E Sa Normal Bad Good Neutral Em er LN SCT O d Pate Sp rommat Painter B oZ wir HE EE Merge amp Center gt gt P Conditional Format Calculation EXE amp xolonctory Hyperlink meet Delete Format Zoe Son Find M Clipboard Font t m Cell 8 Editing z A3 f v al 2 B c D E P a R s T u v w x E 1 Cust Code Type Name DOB Email 2 225 Owner Dennis 1
14. 89 Line Code Sales Information Section 2 0 0 0 eeecessseceesceceeeeeesaeceeaeeceeeecaeeeeaaeceeaeeceaeeseaaeceeaueceeneeseaeeeeaaeceeaeeeeeeeens 89 INQUCS MED 90 rogi PET 91 E e 92 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BYCRM User s Guide Overview The Autologue eSales Business Intelligence BI Customer Relationship Management CRM website is designed to display a variety of information based upon whether you are logged in as an owner administration salesman or counterman Sales dashboards for customers by salesperson as well as by counterman get shown from their login home pages Alerts and notification parameters are setup by management to alert personnel when customers have a drop off in sales or are returning merchandise more frequently CRM about the customer information is readily available for viewing which build and strengthens your customer relationship loyalty by capturing their business and personal information eSales BI CRM Setup Before the eSales BI CRM can be used management will need to perform a few steps within the ePartConnection setup website http setup epartconnection com Using your assigned Store ID and password log into the ePartConnection setup website The left hand side of the screen will display a list of menu page links available Look for the following menu options as shown Store Name a
15. Anthony Logout 17577 Industry Way Buena Park CA 90621 714 522 3551 714 522 3565 SCHEDULE Home Schedule Ab today 5 8 2015 5 10 2015 Day Week Month Eu 51812015 592015 5102015 hi Customer Name 270 STEED AUTO REPAIR 714 555 6666 Un AT 2015 All Rights Reserved Powered by Autologue The timeline schedule view shows all appointments only for a 3 day period e Click on the left or right arrow buttons of the heading bar to view the previous or next 3 day timeline schedule information Viewing Appointment Details e With the schedule screen displaying appointments in any of the four different views day week month timeline you have the ability to view the appointment details by placing the mouse pointer over the grey appointment cell anywhere except the customer name and left clicking on it Note Be sure the mouse pointer stays as an arrow before clicking If the pointer turns into a finger pointer 6 it will not display a pop up window of the appointment details 81 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BL CRM Users Guide The appointment details will pop up on the screen as shown oy Gage Block Specialties Inc Welcome Anthony Logout A 17577 Industry Way v Buena Park CA 90621 714 522 3551 GAGE BLOCK 714 522 3565 ECIALTIE Home Schedule Q search 4b today v 5 3 2015 5 8 2015 Day REAN Month Timeline
16. As A Salesman essere neret tnter teneret rennen nne 10 setting Up The Salesman ACCOUNS Rp 12 Manually Adding Accounts i pire patere ieia R E ENEE NEES dE 12 Importing Exporting Salesman s Accounts eese eene enr ennt tnnt enne test te inns enne treten testen nn nennen 13 Login Tio eS ales BU CRIM er 14 Owner Logi SCLC xa onset tn er eerte besito aS ese deer aote Dea pete p END See 16 LEET En Ke 17 Changing Phe Search Criteria NN 17 Viewing Callls Visits Details ccs ccaisicsetdscrerseidic eerte er etr ia bist cnssrviobuapendsctesseadecyuisteasovedoptsnsidscbermerseyelines 17 BE dein lo C M T m 18 selectmg A User To A EE 18 Day Schedule Vi w 19 Week Schedule View 19 Month Schedule Vi w E 20 Timeline Schedule Vie W ME 21 Viewing Appointment Details o rre tb t eee Pa adel aan EUH RE RUE de EE En oet acea Hac o bi ven Pea dug 22 Entering A Customer Note From An Appointment eese eene enne nee nnne tentent nnne enne 23 Search CRM By Biel c eege geseet EE Eege 25 elects Salespersons TO TE 25 Selecting A Search Field amp What To Search bor 25 Pili c i EE 28 Selecting Salespersons To E
17. BLOG Mu and enter a value to search for CUSTOMERS e Customers Salesperson 24 Customers Click on the Search button By default all customers are displayed on the screen Besides each customer name that is listed will be their assigned salesperson shown in parenthesis and their assigned Ranking code shown in yellow Selecting Salespersons To View e You have the ability to select one or more salespersons to view customers for by clicking on the down arrow button at the end of the S field and check mark only the specific salesperson s you want to report on from the drop down selection list Search By Ranking Within the Customers screen you have the ability to search for customers by a specific ranking code e Click within the 1 entry field and enter the ranking code to search by and then click on the button The screen will then display only the customers with a matching ranking code Search By Name Number e Click within the 1 entry field and enter a customer number or any portion of the customer s name to search by and then click on the S zh button The screen will then display only the customers with matching data 28 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BL CRM Users Guide Search Notes e From the owners home screen to search for a note entry click on the Search Notes button and the following screen will be displayed Sa Gage Block Specialtie
18. Excel sheet CUSTOMER SHEET 1 out of 1 Record s are imported successfully OWNER SHEET 3 out of 3 Record s are imported successfully EMPLOYEE SHEET 3 out of 3 Record s are imported successfully 2015 All Rights Reserved Welcome Sam Salesman Logout Powered by Autologue Once the importing process is completed the screen will display an N out of N Record s are imported successfully message which tells you how many records were successfully uploaded into each of the respective sheets 62 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BL CRM User s Guide Customer Navigation e From the CUSTOMERS home screen and the list of customers being displayed click on the customers blue bar and the following screen will be displayed Gage Block Specialties Inc Welcome Sanza Sant ig 17577 Industry Way Buena Park CA 90621 Mi a 714 522 3551 GAGE BLOCK 714 522 3565 SPECIALTIES CUSTOMER NAVIGATION Home Navigation 250 American Acrylic 909 239 5999 M LI About Customers ePartConnection eOffice Business Intelligence 2015 All Rights Reserved Powered by Autologue The CUSTOMER NAVIGATION screen will now be displayed for the selected customer whose customer number name and phone number is displayed above the colored menu blocks Here the salesperson has the ability to perform the following e View Add additional business
19. In Your Business eSales BL CRM User s Guide Customer List e From the salespersons home screen to access a listing of all their assigned customer accounts click on the button and the following screen will be displayed Gage Block Specialties Inc Welcome Sam Salesman C EA 17577 Industry Way a Pere 1G Buena Park CA 90621 Click within the Search by ranking 714 522 3551 GAGE BLOC Dee and enter a value to search for SPECIALTIES CUSTOMERS 2 Customers ES Import Customer CRM Info From Excel 8 Customers Click on the Search button 2045 All Pints Reserver By default all the salespersons assigned customers are displayed on the screen Besides each customer name that is listed will be their assigned Ranking code shown in yellow e You have the ability to filter the customer list by entering specific values within the lt b g and or r fields and then clicking on the button Importing Customers From Excel You have the ability to import your customer s about fields information using an Excel spreadsheet 56 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BL CRM Users Guide e Click on the Import Customer CRM Info from Excel button and the following screen will be displayed Gage Block Specialties Inc Welcome Sam Salesman Logout 17577 Industry Way rs D f Buena Park CA 90621 tres 714 522 3551 GAGE BLOCK 714 522
20. KENS MOTORS gt _Suhiect Sales Cat By default the Weekly and the current day will be set You have the option to change any of these values to match the frequency of your recurring appointment e Once all your fields have been setup click on the Save button The appointment will now be displayed within the time slot setup within the SCHEDULER Week Schedule View e To have the screen display a weekly schedule view position the cursor over the Week heading tab and click on it 78 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BYCRM User s Guide The screen will be redrawn as shown Gage Block Specialties Inc A 17577 Industry Way ve Buena Park CA 90621 714 522 3551 GAGE BLOC 714 522 3565 PECIALTIES Home Schedule 4b today e 5 3 2015 5 9 2015 E Sun 3 Mon 4 all day Customer Name 264 KENS MOTORS 714 Welcome Anthony amp Logout Month Timeline Sat 9 Customer Name 270 L STFFD ALTO REPAIR The weekly schedule view shows all appointments only for the current week e Click on the left or right arrow buttons of the heading bar to view the previous or next week s schedule information Month Schedule View e To have the screen display a monthly schedule view position the cursor over the Month heading tab and click on it 79 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Busines
21. Mobile Business Intelligence What s REALLY Happening In Your Business eSales BL CRM User s Guide e At the bottom of the screen are Owner Employee Personal Details heading sections These sections are used to enter in your customer s owners as well as their employees CRM information Business Type of Business Business hours gt a Body Shop M 5PM Business zed signer 1 Authorized signer 2 Tom Campa 10 03 1965 tcampa gmail net Ownert 8 I 1 gt h Pagesize 10 v 1 items in 1 pages Employee Details John Doe jdoe gmail net 10 03 1987 8 4 vu Pagesize 10 v 1 items in 1 pages Personal Details Owner Tom Campa Golf Music Baseball Football Chevy Impala Employee John Doe Golf Baseball Ferrari 8 mo 4 1 Page size 10 v 2 iterns in 1 pages 2015 All Rights Reserved Powered by Autologue e To add CRM record information within any of the listed sections click on the symbol within their respective detail sections and the screen will now display a new row of blank entry fields Enter in the details information type name date of birth email relationship hobbies favorite sport favorite car and then click on the symbol to save the entered information e To edit CRM record information within any of the listed sections click on the symbol besides the row of fields information and the fields will now be shown as entry fields Edit any of the details information
22. Profit Dollars column heading and enter the monthly goal amount including the decimal e Click within the Sales Dollars column heading and enter the monthly goal amount including the decimal e Once all the information has been entered click on the Add button at the end of the row and the entered sales goal information will be saved SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BYCRM User s Guide Entering A Owner Goal e To enter an owner goal click on the Select Role drop down selection list and click on the Owner menu selection The screen will redraw and display a table with three entry fields for setting up an owner s monthly sales goal information Select Role Owner v Owner Profit Dollars Sales Dollars a 00 1000000 00 Save Goals e Under the Owner column heading click on the field to view a drop down selection list of all owners and click on the specific owner to setup the monthly sales goals for e Click within the Profit Dollars column heading and enter the monthly goal amount including the decimal e Click within the Sales Dollars column heading and enter the monthly goal amount including the decimal e Once all the information has been entered click on the Add button at the end of the row and the entered sales goal information will be saved Editting An Existing Goal Entry e Within any of the role screens clicking on the Edit button allows yo
23. To delete an existing sales group entry click on the Delete button to the right of the Sales Group name and the Sales Group will be removed from the table Click on the Save button at the bottom of the page to save the change Setting Up Codes For A Sales Group e To setup the specific line codes for a sales group click on the Add Lines button to the right of the Sales Group The screen will now display a table of line codes that have been assigned To add a new line code click within the blank Line Code field column enter in the desired line code and then click on the Add button Click on the Save button at the bottom of the page to save the change Line codes can be edited or deleted using the Edit or Delete buttons Tune Up Products Line Code Login To ePartConnection Setup As A Salesman The salesman will now log into the ePartConnection Setup website using the Store ID and salesman password that was setup in the Manage Users Roles step 10 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BL CRM Users Guide A Sales Report screen with a limited menu tab of options will now be displayed as shown Logik Sales Report Sales Autologue Billing Dates Reports Select Billing Period End Date Y art Discounts E End of Month Dates My Accounts Select End of Month Date 4 Help and Suagestons Start Date End Date
24. and then click on the Y symbol to save the updated information ePartConnection e From the CUSTOMER NAVIGATION screen click on the ePartConnection colored menu block and a new webpage tab will be opened and you will be automatically logged into the customer s account within ePartConnection eOffice e From the CUSTOMER NAVIGATION screen click on the eOffice colored menu block and a new webpage tab will be opened and you will be automatically logged into the customer s account within eOffice 87 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BYCRM User s Guide Business Intelligence e From the CUSTOMER NAVIGATION screen click on the Business following screen will be displayed Intelligence colored menu block and the Gage Block Specialties Inc Customer 250 vs LY N Jr ale ATD Warranty vs Sales YTD vs LYTD Sales TDR YTD Core Outstanding 1 053 62 341 v v 3 37 96 52 00 0 00 0 00 LO 0 00 ANC 0 00 0 00 0 00 0 00 6 38 0 00 A 0 00 0 00 0 00 BCA 159 88 0 00 v 0 00 0 00 328 84 346 08 A 12 00 6 00 0 00 CSP 0 00 0 00 0 00 0 00 0 00 5 00 A 0 00 0 00 0 00 DEL 6 00 v 0 00 0 00 0 00 DSC 0 00 A 0 00 0 00 0 00 EOI 0 00 12 00 v 12 00 17 00 v 17 00 0 00 0 00 FEL 0 00 86 68 a 0 00 0 00 86 68 86 68 0 00 0 00 0 00 FRA 96 69 54 41 v 5 12 0 00 166 15 185 61 A 5 12 5 12 0 00 GAT 0 00 19 8
25. any of the listed sections click on the symbol besides the row of fields information and the fields will now be shown as entry fields Edit any of the details information and then click on the V symbol to save the updated information ePartConnection e From the CUSTOMER NAVIGATION screen click on the ePartConnection colored menu block and a new webpage tab will be opened and you will be automatically logged into the customer s account within ePartConnection eOffice e From the CUSTOMER NAVIGATION screen click on the eOffice colored menu block and a new webpage tab will be opened and you will be automatically logged into the customer s account within eOffice 65 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BL CRM User s Guide Business Intelligence e From the CUSTOMER NAVIGATION screen click on the Business Intelligence colored menu block and the following screen will be displayed Gage Block Specialties Inc Customer 250 vs LY N Jr ale ATD Warranty vs Sales YTD vs LYTD Sales TDR YTD Core Outstanding 1 053 62 341 1112 v v 3 37 96 52 00 0 00 0 00 0 00 LO 0 00 ANC 0 00 0 00 0 00 0 00 6 38 0 00 A 0 00 0 00 0 00 BCA 159 88 0 00 100 00 W 0 00 0 00 328 84 346 08 A 12 00 6 00 0 00 CSP 0 00 0 00 0 00 0 00 0 00 5 00 A 0 00 0 00 0 00 DEL 6 00 v 0 00 0 00 0 00 DSC 0 00 A 0 00 0 00 0 00 EOI 0 00 12 00 v
26. by Autologue By default no salespersons are selected and the Search CRM screen will therefore be blank The Search CRM screen allows you to search for customers which includes the owners employees and family by a single field entry such as favorite sport car birthday hobbies state etc for a single or multiple salespersons Selecting Salespersons To View e You have the ability to select one or more salespersons to search customer information for by clicking on the down arrow button at the end of the Salesperson field and check mark only the specific salesperson s you want to report on from the drop down selection list Selecting A Search Field amp What To Search For e You have the ability to select one customer record field to search customer information for by clicking on the down arrow button at the end of the Search In field Click on any one of the fields available from the drop down selection list that you want the search based upon 25 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BYCRM User s Guide Gage Block Specialties Inc 17577 Industry Way Buena Park CA 90621 714 522 3551 714 522 3565 Home Search CRM Salesperson sam Salesman v Search in Address City State Zip Name Ranking Type Of Business Business Size Favorite Sport Favorite Car Hobbies DOB Email 2015 All Rights Reserved Welcome Joe Owner Logout Powered by
27. calls and visits they performed within the date period shown Changing The Search Criteria e To report only on specific users within the User Activity screen click on the down arrow button at the end of the Users field and check mark only the specific users you want to report on from the drop down selection list e To change the date range to show activity for click within the From To fields and enter in the specific dates Optionally you can click on the calendar buttons to the right of the From To fields and then click on the specific dates to select the date e Now click on the Search button and the screen will then redraw the screen with the new report results Viewing Calls Visits Details e With the screen displaying the number of calls visits for each user you have the ability to drill down and view the details of each call or visit by clicking on the cell that shows the number of calls visits e Thescreen will now show a list of the customers and the number of times they were called visited e To view the details of the call visit for a customer click on the cell that shows the number of calls visits 17 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BL CRM User s Guide e The screen will now display the details of the visit call along with any additional note that was added User Schedule e From the owners home screen to view a schedule for a specific user click on th
28. days into the current month and 180 days into the current year the LY last year MTD month to date and YTD year to date sales figures are based upon those day amounts Line Code Sales Information Section Heading Description Line Code The line code of the parts sold to the customer LY MTD Shows the Last Year LY Month To Date MTD sales dollar amount for the line code MTD Shows the Month To Date MTD sales dollar amount for the line code Change Shows the percentage difference when comparing the Month To Date MTD versus Last Year LY Month To Date MTD sales dollar amounts MTD Returns Shows the Month To Date MTD inventory returns dollar amount MTD Warranty Shows the Month To Date MTD warranty returns dollar amount LYTD Shows the Last Year To Date LYTD sales dollar amount for the line code YTD Shows the Year To Date LYTD sales dollar amount for the line code 67 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BI CRM User s Guide Change Shows the percentage difference when comparing the Year To Date YTD versus Last Year To Date LYTD sales dollar amounts YTD Returns Shows the Year To Date YTD inventory returns dollar amount YTD Warranty Shows the Year To Date YTD warranty returns dollar amount YTD Core Outstanding Shows the Year To Date YTD outstanding cores dollar amount This represents the amount
29. of cores charged for and not yet returned Notes e From the CUSTOMER NAVIGATION screen click on the Notes colored menu block and the screen will display any note entry information for the customer as shown Gage Block Specialties Inc Welcome Sam Salesman Logout 17577 Industry Way Buena Park CA 90621 714 522 3551 714 522 3565 Home Navigation Notes 250 American Acrylic 3 Notes Daughter Rebecca plays 14U club soccer for the OC Lightning based out of Garden Grove Created On 211442544 Modified On 11 7 25AM Created By Modified By Loyal customer since 1984 Owner Jack McKinnon played high school football with our CEO Created On 10 29 2014 12 2 PM Modified On 201 PM Created By Sam Sale Modified By Loyal customer since 19851 Created On 4 45AM Modified On 4 45AM Created By Modified By 2015 All Rights Reserved Powered by Autologue The note entry displays the actual note the creation last modification dates and the names of who created modified the note entry A note can be added by clicking on the Add ki button The existing note entry can be modified by clicking on the edit note icon A note can be emailed by clicking on the envelope lt I icon Clicking on the trash can T icon will delete the note entry 68 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BL CRM Users Guide Opportunities e From the salespersons ho
30. screen will now display a new blank entry task field below NON SCHEDULED TASK heading Week Schedule View e To have the screen display a weekly schedule view position the cursor over the Week heading tab and click on it 50 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BYCRM User s Guide The screen will be redrawn as shown Gage Block Specialties Inc 17577 Industry Way Buena Park CA 90621 714 522 3551 714 522 3565 i m GAGE BLOCK SPECIALTIES SCHEDULER Home Schedule Upload m Import Appointments Task added successfully 4 26 2015 5 2 2015 Mon 27 4b today v Sun 26 all day 9 005 9 152 9 305 KE eg Welcome Sam Salesman Logout Day BUZZ Month Timeline 10 002 Customer Name 252 CHUCK AND SAMS AUTOMOTIVE 714 527 4784 og Subiect Sales Visit Type Visit 10 15 10 305 10 455 LJ Customer Name 250 AMERICAN ACRYLIC 909 239 5999 E Subiect Sales Visit Type Visit 11 005 11 15 11 305 11 452 Customer Name 257 DUNCAN AUTOMOTIVE 14523 7241 e Subiect Call Customer Type Call Show 24 hours The weekly schedule view shows all appointments only for the current week e Click on the left or right arrow buttons of the heading bar to view the previous or next week s schedule information Month Schedule View e To have the screen display a monthly sc
31. will show an award table that contains the actual sales amount goal amount the difference goal actual award percentage and the award dollar amount earned when the sales goal has been met Note The award table only displays when setup 71 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BYUCRM User s Guide Goals MTD Month To Date This section displays line graphs that reflect the current month to date values denoted by the light grey diamond versus the projected goal values denoted by the light blue pointer 9 for the following e Sales Dollars e Profit Dollars e Number of Invoices e Avg Line Items e Percent Returns Clicking within the screen section allows you to scroll up down to view all the sales graph information Goals YTD Year To Date This section displays line graphs that reflect the current year to date values denoted by the light grey diamond versus the projected goal values denoted by the light blue pointer 9 for the following e Sales Dollars e Profit Dollars e Number of Invoices e Avg Line Items e Percent Returns Clicking within the screen section allows you to scroll up down to view all the sales graph information Sales Dollars The Sales Dollars section contains the following information Heading Description MTD Shows the Month To Date MTD sales dollar amount Denoted by the light grey diamond
32. 015 All Rights Reserved Powered by Autologue Click on any of the plotted GPS waypoints start green stop red waypoint blue to see the Salesman name and the date time when they were at that particular location on the map 41 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BL CRM User s Guide Sales amp Profit e From the owners home screen to view the sales and profit information for salespersons amp counterpersons click on the Sales amp Profit button and the following screen will be displayed e Gage Block Specialties Inc Welcome Joe Owner Logout Ze 17577 Industry Way ws Buena Park CA 90621 fd 714 522 3551 GAGE BLOCK 714 522 3565 SALES amp PROFIT Home Sales A Profit Salesperson Sam Salesman Salesperson Rob Salesman Salesperson Tom Salesman Counter Anthony Counter Internet Counterman Counter Bobby oo Counter Chris v Counter David ee eee Counter Earl E Counter Frank 2015 All Rights Reserved Powered by Autologue The screen will display a collapsed listing of all salespersons and counterpersons 42 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BL CRM Users Guide Explanding Viewing The Sales amp Profit Information e You have the ability to display expand the sales and profit information for any of the l
33. 15 1971 dennis gmail com 3 4 5 6 7 8 9 10 u 12 13 14 15 16 i7 18 19 20 2 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 A M Customer Owner Employee fa oim KS m Jf Ready mam 100 The sample file can be used as your input file by filling in the rows below the field headings with the customer s about information and saving the file under the same or a different filename It contains 3 different tab sheets Owner Employee Customer that contain specific field information for each owner employee and customer The sample above shows the field headings and their sample contents for the Owner tab 58 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BYCRM User s Guide lx id z Insert Page layout Formulas Data Review View Calibri WEI A A Ep Wrap Text Paste BZ U gt dE E b f Format Painter General BiMerge amp Center Customers Microsoft Excel 408 Conditional Format Formatting as Table e Je Calculation o E GG Autosum O EA fe Fin Sort amp Find amp Filter Select wem Se Hyperlink Insert Delete Format 2 Clear A B c D E Cust Code EmployeeName EmployeeDOB Employeel 255 Dennis Dev Empl 4 15 1985 vijay chauhan 1 Preferred Emplo 4 15 1988 harish ja
34. 6 A 0 00 0 00 0 00 130 33 A 0 00 0 00 0 00 GRO 0 00 0 00 0 00 0 00 12 52 0 00 v 0 00 0 00 0 00 This screen is a graphical sales dashboard of the customers sales from the past year on up through the current date It displays a variety of graphed sales figures as well as dollar values for the various types of returns core inventory warranty It also shows the percentage changes positive negative based up comparisons from last year versus this year sales The screen is broken up in 4 sections 1 Upper Heading Sales Information Cells 2 Monthly Sales Bar Graph Table 3 Month Year To Date Sales Bar Graphs 4 Line Code Sales Information Upper Heading Sales Information Cells Section Heading Description MTD vs LY MTD Sales Shows the Month To Date MTD sales dollar amount and the percentage difference when compared to Last Year LY Month To Date MTD sales dollar amount The small dollar amount displayed is the current month to date sales The large percentage figure displayed will either show in red if the percentage is down denoted by the red down arrow or in green if the percentage is up denoted by the green up arrow To view the Last Year LY Month To Date MTD sales dollar amount hover over either of the bar graphs within the Month To Date Sales Bar graph section of the screen 88 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BYCRM User s G
35. 65 SCHEDULER Home Schedule BS Import Appointments Upload 4b today v 4 28 2018 4 30 2015 Day Week Month Paz 4 28 2015 4 29 2015 4 30 2015 Customer Name 258 FORD ELECTRONICS 714 657 9940 Customer Name 252 CHUCK AND SAMS AUTOMOTIVE _ Customer Name 250 AMERICAN ACRYLIC 309 239 5999 of 1 oo er FL lo Customer Name 251 CERTIFIED APPLIANCE 714 587 1485 9 Al The timeline schedule view shows all appointments only for a 3 day period e Click on the left or right arrow buttons of the heading bar to view the previous or next 3 day timeline schedule information Viewing Appointment Details e With the schedule screen displaying appointments in any of the four different views day week month timeline you have the ability to view the appointment details by placing the mouse pointer over the grey appointment cell anywhere except the customer name and left clicking on it Note Be sure the mouse pointer stays as an arrow before clicking If the pointer turns into a finger pointer 5 it will not display a pop up window of the appointment details 53 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BL CRM Users Guide The appointment details will pop up on the screen as shown Gage Block Specialties Inc Welcome Sam Salesman Logout 17577 Industry Way Buena Park CA 90621 714 522 3551 714 522 3565 SCHEDULER Home S
36. 74 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BYUCRM User s Guide LWCIQMIE ITM C caunh EIEEE vol ante svaasecta 74 Alerts amp Notifications ve2cccsscctetessezecevtaqcsnedsanzeceusdacde estan e ee etie deep eee eue erue dee ete EEE ARENS EN 75 ee E e casvees 76 Iberi Ric Tx 76 Scheduling A New Appointment enne enne ennr ener ennn entren tese tees tese tene nnne tne enne en trennen nennen TI Seu 78 h Doniini ER 79 Timeline Schedule MAER tete elo ese eee Rene evan ted e eto aden Oven 80 Viewing eeng EE 81 Entering A Customer Note From An Appointment 00 eee esee eren nennen en nhnn nennen tentent nnne 82 EE E EE 84 Customer Navigation EE 85 About SOERENSEN SES SEA 86 EPA COMME E 87 COT CE ssa ege 87 Business Imtellt en Cin ecss sec issaseiecseadsecvesasts ceeds va suey ssbet e eae aa NAE E EEES a AE E EENAA E AEE phasors EAEE 88 Upper Heading Sales Information Cells Secton esee eere nennen nennen nennen 88 Monthly Sales Bar Graph Table Section sss enne enne nennen nennen nennen nnne 89 Month Year To Date Sales Bar Graphs Section ee eeceescesseeeseeeceesaecsaeceseceaecsseceseeeeeeseeeeeeeseaeeeaeeeaaesaaeenaees
37. AB 369 BATTLE GROUND No Purchases for 5 days No Purchases for 5 days Down 55 4 of Average Daily Purchases Down 75 9 of Average Daily Purchases Down 100 0 of Average Daily Purchases Over Returned 88 27 Over Returned 39 33 Over Returned 191 21 Over Returned 37 09 Over Returned 100 Over Returned 163 55 Over Returned 42 2 Over Returned 96 99 Over Returned 88 4 Over Returned 47 28 The screen above shows an example of an alert for customers who haven t made a purchase in the past 5 days whose purchases are trending down and who are over returning merchandise Notifications are always listed first and alerts second 46 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BL CRM User s Guide Schedule e From the salespersons home screen to view the scheduler click on the Schedule menu bar Day Schedule View By default the screen will display a daily schedule view as shown Gage Block Specialties Inc Welcome Sam Salesman Logout 17577 Industry Way Buena D A ane SCHEDULER port Appointments t Upload Download sample spreadsheet June 19 2015 POW Week Month Timeline 11 C Customer Name 257 DUNCAN AUTOMOTIVE 714 523 7241 NON SCHEDULED TASKS w Pick up business pens with company logo to handout with visits 2015 All Rights Reserved Powered by Autologue The day schedule view shows all appointments o
38. AUTO REPAIR Over Returned 89 7 20050 ART KUZMA MOTORS Over Returned 33 08 The screen above shows an example of an alert for customers who haven t made a purchase in the past 5 days whose purchases are trending down and who are over returning merchandise Notifications are always listed first and alerts second 44 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BL CRM Users Guide Salesman Login Screen When a salesman has logged in using their salesman password the following screen will be displayed Gage Block Specialties Inc WekomeSam Saanman O Lovet ig 17577 Industry Way Buena Park CA 90621 Fre sg 714 522 3551 GAGE BLOCK 714 522 3565 PECIALTIE MTD LYMTD Change MTD Goal of Goal YTD LYTD Change YTD Goal of Goal Sales Dollars 218 40 139 70 56 34 450 000 00 0 05 96 4 618 62 147 22 3 037 22 1 923 287 66 0 24 Profit Dollars 134 32 49 98 168 75 225 000 00 0 06 1 815 84 43 06 4 117 00 961 643 83 0 19 a Alerts amp Notifications g Gemeen APPLIANCE ca No Purchases for 3 days E Customer List Ren Opportunities 2015 All Rights Reserved Powered by Autologue This is the salesperson s home screen It shows the sales amp profit dollar figures for the current month versus last year s current month the percentage of change between the two month to date sales goal dollars and the percentage of the goal year to date versus
39. Autologue e OnceaSearch In field has been selected click within the Search for field and enter in a specific value to be searched for and then click on the Search button and the screen will then redraw the screen with the matching customers that have matching data Note The search value is not case sensitive and can be substring of a field value Example entering full will match the city of Fullerton It searches all CRM information for customers which includes the owners employees and family fields 26 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BYCRM User s Guide Home Search CRM Salesperson TO JOC 2015 All Rights Reserved Gage Block Specialties Inc 17577 Industry Way Buena Park CA 90621 714 522 3551 714 522 3565 Searchin 7 v Search for 90621 Name CERTIFIED APPLIANCE Page size 10 Welcome Joe Owner Logout 1 items in 1 pages Send email to selected customers Powered by Autologue 27 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BL CRM User s Guide Customers e From the owners home screen to access all customers or just customers for selected salespersons click on the button and the following screen will be displayed Gage Block Specialties Inc Welcome Joe Owner Log 17577 Industry Way z Se e Buena Park CA 90621 Click within the Search by ranking GAGE
40. M To SAN DAA Scheduler Business hours amp Frequent Email Recipients Email contact added Add new record Name Email Welcome Joe Owner amp Logout Admin v vx tsmith certifiedappliance com Tom Smith John Doe jdoe americanacrylic com De gt nu Pagesize 10 v 2015 All Rights Reserved check mark sign to save the record notes entered within the past 24 hours No 8 m items in 1 pages Powered by Autologue Click within the Name field and enter in the recipients full name Click within the Email field and enter in the recipients email address If the person is in administration click on the Admin check box field Click on the v Note All names that have the admin field check marked will automatically receive a daily email of all 37 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BL CRM User s Guide GPS Tracking e From the owners home screen to view GPS tracking information for your salesmen s appointments click on the GPS Tracking button and the following screen will be displayed GPS TRACKING Home GPS Tracking Map Breadcrumbs 2015 All Rights Reserved Powered by Autologue By default the n Out tab screen is shown with no Users selected so the screen will therefore be blank Owners have the option to view Users in and out times for scheduled appointments based upon a GPS mobile tracking device They
41. SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BI CRM User s Guide Table of Contents OV ELVIEW e 4 eS ales BU CRM Setupccic tioni en R EE REARS REESE AREO EEE ANE TETEE AEE 4 Manage Users Koleeg sii ccipessieasiessstedonusisibddvastelveved 4 Adding RE 5 Welt A USET MEER 5 Manage Alerts Notifications 0 cece cesecssecesecesecesecsseeeseeesseeeseeeaeecsaecsaecaaecuaecaeeseceseeeseeeseeseseeeaeecseeeaaecaaecsaecsaecnaeesseeees 6 Manase Opportunities P E M 7 vasis cL 7 Rearr anpin STEE 7 Edittme An Existing ENUY sesiis nci EEGENEN EEN 7 Deleting An Existing Ce EE 7 Manase Gals P m 7 Entering A Counterperson God M 8 Entering A Salesperson Goal 2 era eee tinere practise n EENS EE dee EEN 8 Entering ET RE 9 Fdittine An Existing Goal ENY 2 idee tercero d EGRET EES 9 Deleting An Existing Goal Entre 9 KEIE EG OI C Q 9 Adding A New Sales Gro p Label 2 erento tt reine aUe dco deb Ioab rau Lage ia UR geesde deeg ee eg 10 Editting A Sales Group N me 5 nete ia pae Pee REEL eens LE ERR PELA FERE AE 10 Deleting Ati Existing Sales ue e 2 1 9 n nee b ee reU ede aan cO HER Rd de EE Es oet acea Hac o bi vea Pra eus 10 Setting Up Codes For A Sales Group 10 Login To ePartConnection Setup
42. age when comparing Year To Date YTD versus YTD Goal average line items of Store Shows the percentage when comparing Year To Date YTD versus YTD store average line items Percent Returns Heading Description MTD Shows the Month To Date MTD percent returns Denoted by the light grey diamond symbol within the Goals MTD screen section LY MTD Shows Last Years LY Month To Date MTD percent returns Change Shows the percentage difference when comparing Month To Date MTD versus Last Year LY Month To Date MTD percent returns MTD Goal Shows the Month To Date MTD percent returns Denoted by the light blue pointer symbol within the Goals MTD screen section of Goal Shows the percentage when comparing Month To Date MTD versus MTD Goal percent returns of Store Shows the percentage when comparing Month To Date MTD versus MTD store percent returns YTD Shows the Year To Date YTD percent returns Denoted by the light grey diamond symbol within the Goals YTD screen section LY YTD Shows Last Years LY Year To Date YTD percent returns Change Shows the percentage difference when comparing Year To Date YTD versus Last Year LY Year To Date YTD percent returns YTD Goal Shows the Year To Date YTD percent returns Denoted by the light blue pointer symbol within the Goals YTD screen section of Goal Shows the percentage when comparing Year To Date YTD versu
43. also have the option via the Map Breadcrumbs tab to view a map that shows the users breadcrumbs lines that shows the actual route taken on a map grid via the GPS mobile device The GPS mobile device will upload the vehicles coordinates every 2 minutes so this information can be captured and viewed In Out Time Tracking The n Out tab screen is used to view and compare users scheduled versus actual in and out times for their appointments Owners have the option to view users in and out times for scheduled appointments based upon a GPS mobile tracking device They also have the option via the Map Breadcrumbs tab to view a map that shows the users breadcrumbs lines that shows the actual route taken on a map grid via the GPS mobile device The GPS mobile device will upload the vehicles coordinates every 2 minutes so this information can be captured and viewed 38 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BL CRM Users Guide e You have the ability to select one or more users to view in out information for by clicking on the down arrow button at the end of the Users field and check mark only the specific users you want to report on from the drop down selection list e To change the date range to show activity for click within the From To fields and enter in the specific dates Optionally you can click on the calendar buttons to the right of the From To fields and then click on the sp
44. ars MTD LY MTD 6 Change MTD Goal of Store YTD LYTD Change YTD Goal of Goal of Store 0 00 0 00 0 00 438 71 0 00 5A 6 023 01 143 W 148 Profit Dollars 0 00 19194 0 00 2 635 07 Number of Invoices 009 W 0 0 00 96 916 Avg Line Items xw 0 0 00 New Return 0 00 Counter Person Difference Bobby 438 71 438 71 This is the counterman s home screen Here the counterman has the ability to perform the following e View a sales dashboard of his performance against e Display a list of all customers monthly amp yearly sales goals When setup view award percentage and dollar amount earned only is displayed when setup e View alerts amp notifications e View opportunities e Schedule View their scheduled calls visits on the e View a map plotting the locations of the customers calendar by date selection who have scheduled appointments for the day Sales Dashboard Outlined below are the different sections of the counterman s sales dashboard screen and an explanation of each This screen contains a graphical sales dashboard of the counterman s sales from the past year on up through the current date It displays a variety of graphed sales figures as well as dollar values for the amount of returns It also shows the percentage changes positive negative based up the current sales figures versus the projected sales goals If setup
45. chedule Ba Import Appointments t Upload Download sample spreadsheet 4b today v 5 3 2018 5 9 2015 Day EAS Month Timeline Sun 3 Mon 4 Fri 8 Sat 9 all day 9 00 am 9 302 10 0037 Customer Name Customer Name 252 CHUCK AND 250 AMERICAN SAMS AUTOMOTIVE ACRYLIC 909 239 10 3037 woe wo a 11 0037 Customer Name 257 DUNCAN Customer CHUCK AND SAMS AUTOMOTIVE 11141 3037 AUTOMOTIVE Appointment Type Visit 14523 1241 O EA 12 009 Starts on 05 06 2015 10 00 42 30 Ends on 05 06 2015 11 00 Subject Sales Visit Description Created By Sam Salesman 4 30 Modified By Sam Salesman 1 00 2 005 2 30P S Show 24 hours e After viewing the appointment details pop up window click anywhere else on the screen to remove the pop up window and return back to the scheduler screen Entering A Customer Note From An Appointment e With the schedule screen displaying appointments in the day view you have the ability to enter a customer note by placing the mouse pointer over the customer notes icon B and left clicking on it 54 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BYCRM User s Guide A customer note pop up window will now be displayed on the screen and will display any note entry information for the customer as shown WER nm LL rm Need to follow up with Jack regarding cooling pr
46. ck Specialties Inc Welcome Sam Salesman Logout 17577 Industry Way Buena Park CA 90621 714 522 3551 714 522 3565 OPPORTUNITIES Opprtunities KAN 10 Off Monroe Thru End Of 2014 W Standard Motor Product Clinic 2014 All Rights Reserved Powered by Autologue The opportunities can be reminders of important information or can be links to web pages This information is setup within the Manage opportunities section of the Setup ePartConnection webpage 91 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BL CRM Users Guide Map e From the counterpersons home screen to view a map of scheduled appointments for the current day click on the Map button and the following screen will be displayed eta Gage Block Specialties Inc Welcome Anthony Logout fi D 17577 Industry Way r T Buena Park CA 90621 7E 714 522 3551 GAGE BLOCK 714 522 3565 SPECIALTIES By default the screen will be blank because no users will be selected e To select User s click on the down arrow symbol at the end of the Users entry field and a drop down selection list of all users will be displayed Check mark all the specific user s you want to display map information for and then click on the blue Search button 92 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BL CRM User s Guide If there were scheduled appointments for the day for the s
47. counts information can also be exported from this screen by clicking on the Export CSV button An accounts csv ASCII CSV file will be automatically downloaded and saved into the users download folder The file will contain the following fields of information Customer Number Ranking Code ePart Store ID Password Note AConneX users must enter customers into the appropriate store s the store in Store ID column Trading Partners table within the ePartConnection Setup 13 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BL CRM User s Guide Below is a sample of an ASCII CSV accounts csv file accounts Notepad cel X File Edit Format View Help 250 C ROYSTEST3 PASS250 S 251 CA ROYSTEST3 PASSWORD251 252 B ROYSTEST3 JANE252 257 A ROYSTEST3 IE257 258 D ROYSTEST3 HO258ME e The salesman would then log out of the ePartConnection Setup website by clicking on the Logof f menu tab button Login To eSales BI CRM Begin by logging into the Autologue eSales BI CRM website http autobi autologue com crmowner login aspx using the Store ID and password assigned to you and then clicking on the Login button 14 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BL CRM Users Guide eSalesBI CRM Login Store ID Password Use Internal IP SalesBl Mobile Business Intelligence What s REALLY Happening I
48. e User Schedule button and the following screen will be displayed SA Gage Block Specialties Inc Welcome Joe Owner Logout A D 17577 Industry Way v Buena Park CA 90621 V 714 522 3551 GAGE BLOCK 714 522 3565 ECIALTIE SCHEDULE Home Schedule Users No user sel Q search 2015 All Rights Reserved Powered by Autologue By default no users are selected and the schedule screen will therefore be blank Selecting A User To View e You have the ability to select a specific user to view schedule information for by clicking on the down arrow button at the end of the Users field and then clicking on the specific user you want to report on from the drop down selection list e Now click on the Search button and the screen will then redraw the screen with the schedule information for the selected user 18 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BL CRM Users Guide Day Schedule View By default the screen will display a daily schedule view as shown Gage Block Specialties Inc Welcome Joe Owner Logout 4b today v Friday June 19 2015 Week Month Timeline all day gam 11 Customer Name 257 DUNCAN AUTOMOTIVE 714 523 7241 9 ES Subject Sales Call Type Call 42pm The day schedule view shows all appointments only for the specific day e Click on the left or right arrow buttons of the grey heading bar to view the previous
49. ecific dates to select the date e Now click on the Search button and the screen will then redraw the screen with the in out schedule information for the selecting salespersons GPS TRACKING Home GPS Tracking in out Map Breadcrumbs Actual Out Users From 02 10 201 To 3710 201 Crave Gill Cale ALEN ua 2d S Y Salesperson Code Customer Name Expected Out Actual In Expected In Steve Gill 242 Sales Steve Gill 243 Sales KN Oe gt l ALEX S GARAGE CHUCKS AUTOMOTIVE REPAIR Page size 2 10 2015 1 00 00 PM 2 10 2015 10 00 00 AM 2 10 2015 2 00 00 PM 2 10 2015 11 00 00 AM 2 10 2015 1 07 17 PM 2 10 2015 8 00 14 AM 2 10 2015 1 47 16 PM 2 10 2015 11 59 44 AM 2 items in 1 pages 2015 All Rights Reserved Powered by Autologue The screen will show the User the Customer Name with whom the appointment was scheduled for the Expected In time the appointment was scheduled to start the Expected Out time the appointment was scheduled to end the Actual In time the user arrived at the customer s location the Actual Out time the user left from the customer s location Map Breadcrumbs The Map Breadcrumbs tab screen is used to view a map that shows the salespersons breadcrumbs lines that show the actual route taken on a map grid via the GPS mobile device for a particular days scheduled appointments e To begin viewing this information click on the Map Breadcrumbs
50. ection click on the new F button and the following screen will be displayed Home Schedule ES Import Appointments t Upload Download sample spreadsheet Ak today Tuesday April 28 2015 E3 Week Month Timeline aliday re 12 459 a 1 00 Customer Name 258 FORD ELECTRONICS 714 657 9840 lt gt Subiect Sales Visit 1 15 Type Visit 1 30 1 45PM 2 009 j 2 155 2 300 2 450 3 009 C Customer Name 251 CERTIFIED APPLIANCE 714 587 7485 Sp Si Subiect Sales Visit 3 15 Type Visit 3 309 per show 24 hours Pick up business pens with company logo to handout with visits 2015 All Rights Reserved Powered by Autologue The screen will now display a new blank entry task field below NON SCHEDULED TASK heading e With the cursor positioned within the blank task field enter the task information and then click on the blue add El icon to save the entered information Editing A Task e To edit an existing task under the NON SCHEDULED TASK heading section click on the blue edit icon and enter the new task information and then click on the blue update icon to save the changes Deleting A Task e To delete an existing task under the NON SCHEDULED TASK heading section click on the trash can T icon to the right of the task to be deleted The task entry will then be removed from the screen The
51. ed By Rob Sale Modified By 2015 All Rights Reserved Welcome Joe Owner Logout Powered by Autologue The note entry displays the actual note the creation last modification dates and the user names of who created modified the note entry A note can be emailed by clicking on the envelope X lt icon The existing note entry can be modified by clicking on the edit icon Clicking on the trash can T icon will delete the note entry Emailing Search Results e To have the search results emailed click on the down arrow button at the end of the Display field and the following selection list will be displayed e Click on the Email selection and then click on the Search button 32 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BYCRM User s Guide The note results will now be displayed on the screen in an email format as shown te we GAGE BLOC PECIALTIES Home Search Notes Gage Block Specialties Inc Welcome Joe Owner Logout 17577 Industry Way Buena Park CA 90621 714 522 3551 714 522 3565 Created BY Ai users selected v From Email To John Doe Tom Smith Roy Betancur Talked to Dave in length about carrying a small inventory stock of belts amp hoses Created On 2015 All Rights Reserved AM Modified On 5905154M Created By Powered by Autologue By default the Email display option actually displays the note
52. elected users the screen will display a map plotting the locations of the customers who are scheduled for appointments Gage Block Specialties Inc Welcome Anthony 0 Logout 17577 Industry Way Buena Park CA 90621 714 522 3551 714 522 3565 Home Users 1 Appointment s Present Today BLOCH AND SHELTON GARAGE 8817 University Ave Riverside USA CA 92501 X M Missi Z Fox Performing a Arts Center u Greyhound Package Express The M H A s CJ Msp data 2015 Googie TemsofUse Report a map error The top of the map will display the number of appointments that are scheduled for the current day e Clicking on the plus will zoom in or on the minus will zoom out e Click on any of the plot points to see a pop up window that shows the Customer s name and address information 93
53. en will be displayed and the customer account will NOT be automatically logged in 12 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BL CRM User s Guide ePart Connection Parts Store Setup StoreId ROYSTEST3 roystest3 Browse Import csv Export csv LJ ore importing h the following columns Customer Pss rc 2 c ROYSTEST3 251 ca Roystest3 2 252 B ROYSTESTS Connect 257 A Rovsresrs 257 258 D RoysTesTs es conne 260 Ile RoysTesTs 260 262 F ROYSTEST3 262 en e besen esa _ i Importing Exporting Salesman s Accounts e The salesman s accounts can also be imported into the Add Accounts screen by clicking on the Browse button and selecting the ASCII CSV comma separated value file and then clicking on the Import CSV button The CSV file should contain the following fields of information Customer Number Ranking Code ePart Store ID Password Note By default when importing account information the information is added to updates the existing salesman s accounts table information If you want to replace the existing table information click on the check box to the left of the Remove accounts before importing menu option field to check mark the field and then perform the importing as previously described e The customer ac
54. g Down Into Notes You have the ability to view or drill down into each of the number of note entries listed by User by clicking on the number of notes column to the right of the user name 30 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BL CRM User s Guide The screen will now display a list of customers along with the number of notes that were entered for the customer listed T Gage Block Specialties Inc Weide A 17577 Industry Way Y Buena Park CA 90621 re 714 522 3551 GAGE BLOC 714 522 3565 SPECIALTIES SEARCH NOTES Home Search Notes Customer Notes 260 AC amp D AUTO REPAIR 1 255 DATSUN CAR SERVICE 1 le 0 gt H Pagesize Y 2 items in 1 pages 2015 All Rights Reserved Powered by Autologue To view the note information for the customer click on the number of notes column to the right of the customer name 31 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BI CRM User s Guide The screen will display the note entry information for the customer as shown Ta Gage Block Specialties Inc IG 17577 Industry Way Buena Park CA 90621 ye 714 522 3551 i 714 522 3565 SEARCH NOTES Home Search Notes Customer Notes Notes Rob Salesman 260 AC amp D AUTO REPAIR 1 Notes Met with Bob and offered him an 5 discounts on all lubricants amp chemicals Created On 738 AM Modified On 8 M Creat
55. gout Gage Block Specialties Inc 17577 Industry Way Buena Park CA 90621 SS GAGE BLOCK PECIALTIES 714 522 3551 714 522 3565 SCHEDULER New Appointment Sinan 4 today Tues all day LT Customer Name 258 Subiect Sales Visit Type Visit Subject Sales Visit Start time 4 28 2015 End time Type Customer Description vj Recurrence O Hourly Daily Weekly Monthly 4 28 2015 Visit H CERTIFIED APPLIANCE Check in and place a VMI order if necessary Recurevery 1 E Sunday Thursday week s on E Monday 5 Friday Tuesday E Saturday x load sample spreadsheet E Wednesday O Yearly No end date End after 10 gt occurrences End by 4 28 2015 E Show 24 hours w Pick up business pens with company logo to handout with visits Cancel 62015 All Rights Reserved Powered by Autologue By default the Weekly and the current day will be set You have the option to change any of these values to match the frequency of your recurring appointment e Once all your fields have been setup click on the Save button The appointment will now be displayed within the time slot setup within the SCHEDULER 49 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BL CRM Users Guide Adding A Task e To add a new task under the NON SCHEDULED TASK heading s
56. he Customer field click on the down arrow at the end of the field to view a drop down selection list of all the salespersons customers Click on the customer you want to set up an appointment for and press the lt Tab gt key e With the cursor positioned within the Description field you have the option to enter in a description and press the lt Tab gt key e If the appointment is going to be a recurring occurrence click on the Recurrence check box field 77 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BL CRM User s Guide The bottom of the New Appointment pop up window will now display some additional field in regards to the recurrence as shown Gage Block Specialties Inc Welcome Anthony amp Logout 17577 Industry Way Buena Park CA 90621 714 522 3551 714 522 3565 SCHEDULE Schedule New Appointment Users Anthony Subject Sales Call D E J All day Startti 00 PM 4 today v Thur iu K sse Ss Month Timeline all day End time 5 7 2015 230PM Type Call D Customer STEED AUTOREPAIR v Description Weekly call to see how we can be of better se wi Recurrence Hourly Daily Weekly E Sunday C Monday 2 Tuesday E Wednesday Monthly Iw Thursday O Friday C Saturday J Yearly M MUI O Endafter 10 occurrences End by 5 7 2015 Sav Cancel Recurevery week s on 3 Customer Name
57. hedule view position the cursor over the Month heading tab and click on it 51 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BL CRM User s Guide The screen will be redrawn as shown Gage Block Specialties Inc Welcome Sam Salesman Logout A iS 17577 Industry Way s Buena Park CA 90621 ye 714 522 3551 GAGE BLOCK 714 522 3565 SCHEDULER Home Schedule ES Import Appointments Upload Download san 4b today v Apr 2015 Week MIT Timeline Sun Mon 29 30 Customer Name 258 Customer Name 252 L Customer Name 250 Customer Name 257 FORD ELECTRONICS CHUCK AND SAMS AMERICAN ACRYLIC DUNCAN AUTOMOTIVE 24 LI Customer Name 252 _ L Customer Name 250 L Customer Name 257 The monthly schedule view shows all appointments only for the current month e Click on the left or right arrow buttons of the heading bar to view the previous or next month s schedule information Timeline Schedule View e To have the screen display a three day timeline schedule view position the cursor over the Timeline heading tab and click on it 52 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BL CRM User s Guide The screen will be redrawn as shown wey Gage Block Specialties Inc Welcome Sam Salesman amp Logout A 17577 Industry Way w Buena Park CA 90621 4 7 714 522 3551 GAGE BLOC 714 522 35
58. hin the Month To Date Sales Bar graph section of the screen 66 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BYCRM User s Guide MTD Returns vs Sales Shows the Month To Date MTD inventory returns dollar amount and its percentage when compared to the Month To Date sales dollar amount The small dollar amount displayed is the current month to date inventory returns sales The large grey percentage figure is the return percentage MTD Returns MTD Sales 100 MTD Warranty vs Sales Shows the Month To Date MTD warranty returns dollar amount and its percentage when compared to Month To Date sales dollar amount The small dollar amount displayed is the current month to date warrant returns sales The large grey percentage figure is the warranty return percentage MTD Warranty MTD Sales 100 YTD vs LYTD Sales Shows the Year To Date YTD sales dollar amount and the percentage difference when compared to Last Year To Date LYTD sales dollar amount The small dollar amount displayed is the current year to date sales The large percentage figure displayed will either show in red if the percentage is down denoted by the red down arrow or in green if the percentage is up denoted by the green up arrow To view the Last Year To Date LYTD sales dollar amount hover over either of the bar graphs within the Year To Date Sales Bar graph section of the screen YTD Returns vs Sales S
59. hows the Year To Date YTD inventory returns dollar amount and its percentage when compared to the Year To Date sales dollar amount The small dollar amount displayed is the current year to date inventory returns sales The large grey percentage figure is the return percentage YTD Returns YTD Sales 100 YTD Warranty vs Sales Shows the Year To Date YTD warranty returns dollar amount and its percentage when compared to Year To Date sales dollar amount The small dollar amount displayed is the current year to date warrant returns sales The large grey percentage figure is the warranty return percentage YTD Warranty YTD Sales 100 YTD Core Outstanding Shows the Year To Date YTD outstanding cores dollar amount This represents the amount of cores charged for and not yet returned Monthly Sales Bar Graph Table Section The second section of the screen just below the upper heading cells section displays the monthly sales bar graph data for current and last year s sales dollars Note A pop up window showing the exact dollar figures is automatically displayed whenever you hover the mouse pointer over any of bar code graphs Month Year To Date Sales Bar Graphs Section The third section of the screen just below the monthly sales bar graph section displays the month and year to date sales dollars versus last month and current sales dollars to date Note These figures are based on to date which means if we are 15
60. ifications e From the owners home screen to setup the scheduler business hours for your store and or frequent email recipients click on the Email Notifications button and the following screen will be displayed iis Gage Block Specialties Inc Welcome des Omer C Logout 4 17577 Industry Way Buena Park CA 90621 Mate 714 522 3551 GAGE BLOCI 714 522 3565 PECIALTIES EMAIL NOTIFICATIONS Home Email Notifications Store Hours Scheduler Business hours From 8 00 AM To 5 00 PM amp Frequent Email Recipients No records to display Drei D items in 1 pages 2015 All Rights Reserved Powered by Autologue e To setup the scheduler business hours click within the From field and enter the time the business opens Click within the To field and enter the time the business closes Now click on the App1 y button to save the entered times Note This sets the hours the eSales mobile application will send GPS signals to conserve battery life on mobile devices after business hours e To enter in a new email recipient click on the F plus sign to the left of the Add new record The screen will now display a blank row 36 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BYCRM User s Guide Gage Block Specialties Inc 17577 Industry Way Buena Park CA 90621 714 522 3551 714 522 3565 EMAIL NOTIFICATIONS Home Email Notifications Store Hours From gn A
61. in beyond 254 Mark 4 15 1988 harish jain beyondkey co dkey com my emp my emp 1 2 3 4 5 6 r 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 M At Customer Owner Employee 3 Ready my emp my emp G H 1 emp_Hobbies emp_FavoriteSport emp_FavoriteCar my_emp my_emp Ha Eh Ek 100 e The sample above shows the field headings and their sample contents for the Employee tab 59 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BL CRM User s Guide HE xj id 4 gt Customers Microsoft Excel 9 eor ago um I S u FH E Autosum A Bx wrap Text General d HEP noma Bad Good Neutral i um w u di seh io A d x Cut a v a Calibri rn Aw GE Merge amp Center 9 tj A8 Conditional Format Calculation SZ xplanatory Hyperlink Inset Delete Format Sort amp Find amp Paste BZ U amp r x B Copy F Format Painter Formatting as Table Clear Filter Select Number d Styles Cells Editing b GEES eg sont AS bd ZE A B c D E F G H I J K L M N o P Q R s T uU Cust_Code Phone2 Type Of Business Business Hrs Qusiness Size Authorized_signer1 Authorized_signer2 rite 255 abc bac 254 abc bac 39 M gt h Customer Owner Employee lt J Wa Read
62. isted salespersons and counterpersons by clicking on the down arrow button at the end of the specific salesperson counterperson as shown Be Gage Block Specialties Inc Welcome Joe Owner 9 Logout iG 17577 Industry Way n Buena Park CA 90621 Sa o 714 522 3551 GAGE BLOCK 714 522 3565 SPECIALTIES SALES amp PROFIT Home Sales amp Profit Salesperson Sam Salesman MTD LYMTD Change MTD Goal amp ofGoal YTD LYTD Change YTD Goal of Goal Sales Dollars 887 36 128 41 591 04 306 451 61 0 29 96 3 658 06 359 40 917 82 3 797 260 26 0 10 Profit Dollars 219 37 34 27 540 12 153 225 81 0 14 1 289 83 115 74 1 014 42 1 898 630 12 0 07 Salesperson Rob Salesman Salesperson Tom Salesman Counter Anthony Counter Internet Counterman LYMTD Change MTDGoal ofGoal ofStore YTD LYTD Change YTDGoal ofGoal of Store Sales Dollars 606 76 0 00 0 00 490 32 123 75 68 38 693 01 0 00 0 00 6 075 62 11 41 96 10 81 Counter Bobby Profit Dollars 157 29 0 00 214 52 73 32 71 70 6 200 61 0 00 0 00 2 658 08 7 55 9 12 Number of Invoices E 76 1 32 14 29 0 76 3 98 Avg Line Items x 4 25 00 33 33 4 25 00 50 00 3 0 00 0 00 3 0 00 0 00 Counter Person Bobby 606 76 490 32 116 44 112 95 Counter Chris Counter David The screen will now display the expanded view of sales amp profit information for the
63. iteria from CRM information e Search Notes Search notes by user and or date range e View a map plotting the locations of the customers who have scheduled appointments for the day e Setup Email Notifications amp Business Hours For e View a salespersons in amp out times for scheduled Scheduler Create internal email recipient list identify appointments GPS Tracking administrator users and set business hours for scheduler e View a salespersons actual driving route plotted on a e View Sales amp Profit map GPS Tracking e View Alerts amp Notifications 16 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BL CRM Users Guide User Activity e To view a user s activity calls visits click on the User Activity button and the following screen will be displayed Gage Block Specialties Inc Welcome Joe Owner Logout 17577 Industry Way Buena Park CA 90621 714 522 3551 714 522 3565 USER ACTIVITY Home User Activity Users All users selected User Sam Salesman 6 Rob Salesman 8 M a o gt H Page size Y 2 items in 1 pages 2015 All Rights Reserved Powered by Autologue By default all Users are selected and the From To activity dates will be from the beginning of the current month through the current day If there were any calls or visits scheduled for users within the current month each user will be listed and as well as the number of
64. ithin the Subject field you have the option to change the default value of Sales Visit and press the lt Tab gt key With the cursor positioned within the Start time field you have the option to change the default date and time and value press the lt Tab gt key With the cursor positioned within the End time field you have the option to change the default date and time and value press the lt Tab gt key With the cursor positioned within the Type field you have the option to change the default value of Visit by clicking on the down arrow at the end of the field to view a drop down selection list of either Visit to Call Click on the desired type and press the lt Tab gt key With the cursor positioned within the Customer field click on the down arrow at the end of the field to view a drop down selection list of all the salespersons customers Click on the customer you want to set up an appointment for and press the lt Tab gt key With the cursor positioned within the Description field you have the option to enter in a description and press the lt Tab gt key If the appointment is going to be a recurring occurrence click on the Recurrence check box field 48 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BL CRM User s Guide The bottom of the New Appointment pop up window will now display some additional field in regards to the recurrence as shown Welcome Sam Salesman Lo
65. last year to date the percentage of change between the two year to date sales goal dollars and the percentage of the goal based upon their customers Here the salesperson has the ability to perform the following e View alerts amp notifications e View their upcoming scheduled calls visits on the calendar e Display a listing of their customers e View opportunities e View a map of scheduled customer locations for the day 45 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BL CRM User s Guide Alerts amp Notifications From the salesman s home screen if any alerts or notification has been setup and or met they will be displayed below the Alerts amp Notifications heading section as shown 2 118 869 22 1 115 008 49 90 03 0 00 Profit Dollars 55 85 5 694 468 67 345 605 20 100 94 0 00 a Alerts amp Notifications This is a test notification from the setup screen 20117 AAND M AUTO AND TRUCK REPAIR 59005 MEINEKE KandC FROST INC 20032 DICK HANNAH KIA 60073 UNBEATABLE AUTOMOTIVE LLC 1 70024 KAB MOTORS HOUSE OF IMPORTS 20109 ALICIA S AUTO REPAIR 20019 CARLS ALIGNMENT 60016 CENTRAL TIRE SHOP 20037 CHARIS INC TEXAS XPRESS LUBE 30123 DOWN RIVER AUTOMOTIVE 70010 FOUR SEASONS AUTO REPAIR amp TIRE 30124 FREDDY S AUTO REPAIR 70024 KAB MOTORS HOUSE OF IMPORTS 30087 LEMON AID AUTOMOTIVE INC 20068 LES SCHW
66. lowing screen will be displayed Gage Block Specialties Inc Welcome Anthony Logout 17577 Industry Way Buena Park CA 90621 714 522 3551 714 522 3565 SCHEDULE Schedule New Appointment Users Anthony Subject Q search Sales Visit Al day sante 57 2015 200m ali day lt E End time 5 7 2015 3 00 PM gam Type Visit sl Customer sl Description O Recurrence Save Camel 37 Customer Name KENS MOTORS S _Subiect Saies Call Arm The screen will now display a New Appointment pop up window with the Subject field defaulted to Sales Visit and the appointment Type field defaulted to Visit e With the cursor positioned within the Subject field you have the option to change the default value of Sales Visit and press the lt Tab gt key e With the cursor positioned within the Start time field you have the option to change the default date and time and value press the lt Tab gt key e With the cursor positioned within the End time field you have the option to change the default date and time and value press the lt Tab gt key e With the cursor positioned within the Type field you have the option to change the default value of Visit by clicking on the down arrow at the end of the field to view a drop down selection list of either Visit to Call Click on the desired type and press the lt Tab gt key e With the cursor positioned within t
67. me screen to access a listing of opportunities that have been setup by management click on the Opportunities button and the following screen will be displayed Gage Block Specialties Inc Welcome Sam Salesman Logout 17577 Industry Way Buena Park CA 90621 714 522 3551 714 522 3565 OPPORTUNITIES Opprtunities KAN 10 Off Monroe Thru End Of 2014 W Standard Motor Product Clinic 2014 All Rights Reserved Powered by Autologue The opportunities can be reminders of important information or can be links to web pages This information is setup within the Manage opportunities section of the Setup ePartConnection webpage 69 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BL CRM Users Guide Map e From the salespersons home screen to view a map of their scheduled appointments for the current day click on the Map button and the following screen will be displayed Sa Gage Block Specialties Inc Welcome Sam Salesman amp Logout C 17577 Industry Way Buena Park CA 90621 Sie 714 522 3551 GAGE BLOC 714 522 3565 ECIALTIES Home Maps 2 Appointment s Present Today E Sj C Regional Park gt mny Ridge Dr NO v N Gilbert sy Dg Along g Blvd Los Coyotes p gt Country Club ZS E 166th st Payest T E Maly Malvern Ave alver Ave amp a B pu spiemp3 w CHUCK AND SAMS AUTOMOTIVE 12765 Magnolia Anaheim USA CA 91775 x ein Ave
68. n Appointment 00 cece essere nh entente then nennen tnnt netten 54 Bibi TET 56 Importing Customers From Excel 56 Downloading A Sample Excel Sheet 58 Choosing A Pile Kod E 61 Sii PPS COT e 63 AVOUT CUSLOTIEES esee a SE EE e D eR nerd ee eet eet 64 Part OMNECHON ee HR 65 Olai ce C 65 Business ureegen c ein 66 Upper Heading Sales Information Cells Section esee ener nennen nennen 66 Monthly Sales Bar Graph Table Section ceseescesscessceeecececeseetecescceecceesseeeseeeseeessesessesssesseecaseceseeeetecetoneees 67 Month Year To Date Sales Bar Graphs Section sess nennen enne 67 Line Code Sales Information Section 0 cece ceecesceseceseeeseeeseeesseeeaeeeseecaecaecaecsaecsaeesseeeeeeeeeeseeeeeaeeeaeeeaaecaaeeaaees 67 MD 68 OP POTUIMILLES T 69 ER 70 Counterman Login Screen AEN SEENEN 71 KEIER ie DE 71 Goals MTD Month To Date siasii rn costa cavenat ts ET veatectawents 72 Goals YTD Year To Date X e A T2 Sales HOM AES cT 72 Profit PIECE LEE 72 eg ee 73 PAV Line Hems iy D 73 Percent E EE
69. n Your Business 2015 All Rights Reserved Powered by Autologue There are 3 different types of information screens that get displayed based upon the users login credentials they entered when logging in One is for the owner administration and there are also ones for the salesman and the counterman Each will be shown and discussed below in their respective sections 15 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BYCRM User s Guide Owner Login Screen When an owner has logged in using their owner password the following screen will be displayed Be Gage Block Specialties Inc Welcome Joe Owner amp Logout A T 17577 Industry Way K Buena Park CA 90621 ye 714 522 3551 GAGE BLOC 714 522 3565 PECIALTIES MTD Goal YTD Goal Sales Dollars 5 446 74 193 548 39 7 167 123 28 Profit Dollars 1 960 82 77 419 35 2 866 849 31 User Activity User Schedule Search CRM by Field Search Notes o inl Email Notifications GPS Tracking Sales amp Profit a Alerts amp Notifications This is the owner s home screen Here the owner has the ability to perform the following e User Activity View a summary of user s scheduled e User Schedule View all users scheduled calls visits calls visits by date selection on the calendar by date selection e Search CRM Information By Field Identify specific e Display a list of all customers customers using search cr
70. nd Address Manage Logo Manage Users Roles Customer Options Promos Favorites Manage Alerts Notifications Manage Goals Sales Groups Manage Opportunities Manage Users Roles Management will need to first setup all their employees and define their roles which will determine what information they can view when they are logged into the eSales BI CRM SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BL CRM Users Guide e Click on the Manage Users Roles menu link and the following screen will be displayed Define Users and Roles Do not use single or double quotes in the names Blank the Name to remove from the table You must have at least 1 counter user to set Goals Press Submit to save changes Joe Owner OWNER Administration v Counter v Counter v Counter v Counter v EARL FRANK Counter v TOMSALES Sales Sv Anthony ANTHONY Sam Salesman SAMSALES Rob Salesman ROBSALES Internet Counterman INTERNET Chris CHRIS David DAVID mijojjojj o N a Earl Frank Tom Salesman Bobby BOBBY Adding A User e Enter the employee name their password a code counterman or salesman and select their role administration counter sales from a drop down selection list by clicking on the down arro
71. nd then click on the blue save button Note The Phone No 1 field cannot be edited It can only be changed within the ePart Setup Customer Options 64 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BL CRM Users Guide e At the bottom of the screen are Owner Employee Personal Details heading sections These sections are used to enter in your customer s owners as well as their employees CRM information Business Type of Business Business hours gt a Body Shop M 5P1 Business zed signer 1 Authorized signer 2 Tom Campa 10 03 1965 tcampa gmail net Ownert 8 I 1 gt h Pagesize 10 v 1 items in 1 pages Employee Details John Doe jdoe gmail net 10 03 1987 8 4 vu Pagesize 10 v 1 items in 1 pages Personal Details Owner Tom Campa Golf Music Baseball Football Chevy Impala Employee John Doe Golf Baseball Ferrari 8 mo 4 1 Page size 10 v 2 iterns in 1 pages 2015 All Rights Reserved Powered by Autologue e To add CRM record information within any of the listed sections click on the ki symbol within their respective detail sections and the screen will now display a new row of blank entry fields Enter in the details information type name date of birth email relationship hobbies favorite sport favorite car and then click on the Y symbol to save the entered information e To edit CRM record information within
72. nly for the specific day below the SCHEDULER heading Any entered tasks are listed below the NON SCHEDULED TASKS section heading e Click on the left or right arrow buttons of the grey heading bar to view the previous or next day s schedule information Click on the down arrow button to select a specific calendar day to view 47 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BI CRM User s Guide Scheduling A New Appointment To schedule a new appointment double click on a specific time slot shown on the schedule and the following screen will be displayed Gage Block Specialties Inc Welcome Sam Salesman Logout 17577 Industry Way Buena Park CA 90621 714 522 3551 714 522 3565 SCHEDULER New Appointment 8e Import Appointmer j bloed sample spreadsheet B mt Subject sates visit ciae Starttime 4 28 2015 E EEN gieler Les sa es Type Visit Customer 120m Description 1 Customer Name 2 Subiect Sales Visit Type Visit 2pm Recurrence Sav Cancel Show 24 hours NON SCHEDULED TASKS w Pick up business pens with company logo to handout with visits 2015 All Rights Reserved Powered by Autologue The screen will now display a New Appointment pop up window with the Subject field defaulted to Sales Visit and the appointment Type field defaulted to Visit With the cursor positioned w
73. ntry information for the customer as shown Gage Block Specialties Inc Welcome Sam Salesman Logout 17577 Industry Way Buena Park CA 90621 714 522 3551 714 522 3565 Home Navigation Notes 250 American Acrylic 3 Notes Daughter Rebecca plays 14U club soccer for the OC Lightning based out of Garden Grove Created On 211442544 Modified On 11 7 25AM Created By Modified By Loyal customer since 1984 Owner Jack McKinnon played high school football with our CEO Created On 10 29 2014 12 2 PM Modified On 201 PM Created By Sam Sale Modified By Loyal customer since 19851 Created On 4 45AM Modified On 4 45AM Created By Modified By 2015 All Rights Reserved Powered by Autologue The note entry displays the actual note the creation last modification dates and the names of who created modified the note entry A note can be added by clicking on the Add ki button The existing note entry can be modified by clicking on the edit note icon A note can be emailed by clicking on the envelope 54 icon Clicking on the trash can T icon will delete the note entry 90 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BL CRM User s Guide Opportunities e From the counterpersons home screen to access a listing of opportunities that have been setup by management click on the Opportunities button and the following screen will be displayed Gage Blo
74. o Date YTD versus YTD store number of invoices Avg Line Items Heading Description MTD Shows the Month To Date MTD average line items Denoted by the light grey diamond symbol within the Goals MTD screen section LY MTD Shows Last Years LY Month To Date MTD average line items Change Shows the percentage difference when comparing Month To Date MTD versus Last Year LY Month To Date MTD average line items MTD Goal Shows the Month To Date MTD average line items goal Denoted by the light blue pointer symbol within the Goals MTD screen section of Goal Shows the percentage when comparing Month To Date MTD versus MTD Goal average line items of Store Shows the percentage when comparing Month To Date MTD versus MTD store average line items YTD Shows the Year To Date YTD average line items Denoted by the light grey diamond symbol within the Goals YTD screen section LY YTD Shows Last Years LY Year To Date YTD average line items 73 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BYCRM User s Guide Change Shows the percentage difference when comparing Year To Date YTD versus Last Year LY Year To Date YTD average line items YTD Goal Shows the Year To Date YTD average line items Denoted by the light blue pointer symbol within the Goals YTD screen section of Goal Shows the percent
75. o Date YTD versus YTD store profit dollar amounts Number Of Invoices Heading Description MTD Shows the Month To Date MTD number of invoices Denoted by the light grey diamond symbol within the Goals MTD screen section LY MTD Shows Last Years LY Month To Date MTD number of invoices Change Shows the percentage difference when comparing Month To Date MTD versus Last Year LY Month To Date MTD number of invoices MTD Goal Shows the Month To Date MTD number of invoices Denoted by the light blue pointer symbol within the Goals MTD screen section of Goal Shows the percentage when comparing Month To Date MTD versus MTD Goal number of invoices of Store Shows the percentage when comparing Month To Date MTD versus MTD store number of invoices YTD Shows the Year To Date YTD number of invoices Denoted by the light grey diamond symbol within the Goals YTD screen section LY YTD Shows Last Years LY Year To Date YTD number of invoices Change Shows the percentage difference when comparing Year To Date YTD versus Last Year LY Year To Date YTD number of invoices YTD Goal Shows the Year To Date YTD number of invoices Denoted by the light blue pointer symbol within the Goals YTD screen section of Goal Shows the percentage when comparing Year To Date YTD versus YTD Goal number of invoices of Store Shows the percentage when comparing Year T
76. oduct sales being from last year Loyal customer since 1985 Created On 1 14815454 Modified On 10 1 2014 A Created By NotesModal aspx BuyerID 250 Created On 46 08 AM Modified On 5 5 46 08 PM Created By Sam Salesme Created On 11442549 Modified On 2014 11 44 25 AM Created By A AMERICAN ACRYLIC Modified By Daughter Rebecca plays 14U club soccer for the OC Lightning based out of Garden Grove thony Modified By er Modified By 10 302 10 452 mr Show 24 hours e A note can be added by clicking on the Add ki button then clicking within the blank field that is now displayed above all the previous notes information enter in the new notes information and then clicking on the Save BI icon to save the entered note You also have the option to both save the entered note and have it emailed by clicking on the Save and Email ez icon e Existing note entries display the actual note the creation last modification dates and the names of who created modified the note entry An existing note entry can be modified by clicking on the edit note icon A note can be emailed by clicking on the envelope icon Clicking on the trash can T icon will delete the note entry e Click on the close XI icon to close the customer notes pop up window and you will be returned to the schedule screen 55 SalesBl Mobile Business Intelligence What s REALLY Happening
77. omer Name 252 CHUCK AND SAMS AUTOMOTIVE Customer Name 250 AMERICAN ACRYLIC 909 239 5999 oal 19527 4784 El oal Customer Name 251 CERTIFIED APPLIANCE 714 587 7485 C The timeline schedule view shows all appointments only for a 3 day period e Click on the left or right arrow buttons of the grey heading bar to view the previous or next day s schedule information Viewing Appointment Details e With the schedule screen displaying appointments in any of the four different views day week month timeline you have the ability to view the appointment details by placing the mouse pointer over the grey appointment cell anywhere except the customer name and left clicking on it Note Be sure the mouse pointer stays as an arrow before clicking If the pointer turns into a finger pointer 5 it will not display a pop up window of the appointment details 22 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BYCRM User s Guide The appointment details will pop up on the screen as shown Gage Block Specialties Inc 17577 Industry Way Buena Park CA 90621 714 522 3551 714 522 3565 SCHEDULE Home Schedule 4b today v Thursday April 16 2015 all day 8 002 9g30am 9 002 9 30am Welcome Joe Owner 0 Logout 10 00 customer Name 250 AMERICAN ACRYLIC 909 239 5999 lt gt g Subject Sales Visit 10 302 Type Visit 11 0027
78. ony Modified By er Modified By 10 302 10 452 mr Show 24 hours e A note can be added by clicking on the Add ki button then clicking within the blank field that is now displayed above all the previous notes information enter in the new notes information and then clicking on the Save BI icon to save the entered note You also have the option to both save the entered note and have it emailed by clicking on the Save and Email ez icon e Existing note entries display the actual note the creation last modification dates and the names of who created modified the note entry An existing note entry can be modified by clicking on the edit note icon A note can be emailed by clicking on the envelope icon Clicking on the trash can T icon will delete the note entry e Click on the close Xl icon to close the customer notes pop up window and you will be returned to the schedule Screen 83 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BL CRM User s Guide Customer List e From the counterpersons home screen to access a listing of all customer accounts click on the button and the following screen will be displayed Gage Block Specialties Inc Welcome Anthony Wa e nal Click within the Search by name number and enter a value to search for Click within the Search by ranking and enter a value to search for 24 Cus
79. or next day s schedule information Click on the down arrow button to select a specific calendar day to view Week Schedule View e To have the screen display a weekly schedule view position the cursor over the Week column tab and click on it 19 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BYCRM User s Guide The screen will be redrawn as shown Gage Block Specialties Inc 17577 Industry Way Buena Park CA 90621 714 522 3551 714 522 3565 SCHEDULE Schedule Ah today v 4 12 2015 4 18 2015 Sun 12 Mon 13 Wed 15 all day gsm Welcome Joe Owner Logout Day MUS Month Timeline Thu 16 Fri 17 Sat 18 Customer Name CHUCK AND SAMS AUTOMOTIVE S _ Subject Soles Vist Customer Name FORD ELECTRONICS Subject Ssies Vist Customer Name AMERICAN ACRYLIC _Subject Sales Visit __ Customer Name DUNCAN AUTOMOTIVE Subject si _ The weekly schedule view shows all appointments only for the current week e Click on the left or right arrow buttons of the grey heading bar to view the previous or next week s schedule information Month Schedule View e To have the screen display a monthly schedule view position the cursor over the Month column tab and click on it 20 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BL CRM User s Guide The screen will be redrawn as sh
80. own Gage Block Specialties Inc Welcome Joe Owner Logout 17577 Industry Way Buena Park CA 90621 714 522 3551 714 522 3565 SCHEDULE Home Schedule Users 4b today v Apr 2015 Sun Mon 29 30 14 15 16 17 Customer Name FORD Customer Name CHUCK Customer Name Customer Name Levectronics amm JL ANDSAMS L AMERICAN ACRVIIC JL DLINCAN AUTOMOTIVE 23 24 Customer Name CHUCK Customer Name Customer Name AND SAMS I AMERICAN ACRVIIC DUNCAN AUTOMOTIVE 28 29 30 01 May Customer Name FORDER Customer Name CHUCK Customer Name Customer Name The monthly schedule view shows all appointments only for the current month e Click on the left or right arrow buttons of the grey heading bar to view the previous or next month s schedule information Timeline Schedule View e To have the screen display a three day timeline schedule view position the cursor over the Timeline column tab and click on it 21 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BL CRM User s Guide The screen will be redrawn as shown CR a Gage Block Specialties Inc Welcome Joe Owner Logout A A 17577 Industry Way ve v Buena Park CA 90621 d 714 522 3551 GAGE BLOCK 714 522 3565 PECIALTIE Home Schedule AE today v 8 4 2015 8 8 2015 Day Week Month 8 4 2015 8 5 2015 8 6 2015 Customer Name 258 FORD ELECTRONICS 714 657 9840 Cust
81. r amount Denoted by the light grey diamond symbol within the Goals MTD screen section LY MTD Shows Last Years LY Month To Date MTD profit dollar amount 72 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BYCRM User s Guide Change Shows the percentage difference when comparing Month To Date MTD versus Last Year LY Month To Date MTD profit dollar amounts MTD Goal Shows the Month To Date MTD profit dollars goal Denoted by the light blue pointer gt symbol within the Goals MTD screen section of Goal Shows the percentage when comparing Month To Date MTD versus MTD Goal profit dollar amounts of Store Shows the percentage when comparing Month To Date MTD versus MTD store profit dollar amounts YTD Shows the Year To Date YTD profit dollar amount Denoted by the light grey diamond symbol within the Goals YTD screen section LY YTD Shows Last Years LY Year To Date YTD profit dollar amount Change Shows the percentage difference when comparing Year To Date YTD versus Last Year LY Year To Date YTD profit dollar amounts YTD Goal Shows the Year To Date YTD profit dollars goal Denoted by the light blue pointer gt symbol within the Goals YTD screen section of Goal Shows the percentage when comparing Year To Date YTD versus YTD Goal profit dollar amounts of Store Shows the percentage when comparing Year T
82. rn Dr wv Wen Map Satellite os eames 1s pijon3 Or lt W Malvern A W Brook E paranda py YE 5 w Malvern Am E Malvern Ave Malvern Ave a gt D Aug NOU aay amp eJlsoH any WIM W Chapman Ave W Chapman A it W Wilshire Ave W W Amerige Ave W Amerige Ave Fullerton egory Ave Commonwealth S Municipal Airport W Commonwealth Ave W Commonwealth Ave ti GH a Park E y Ti Whitaker St W Valencia Dr W Valencia Dr VAS West Ave e W Southgate Ave Steve Gill Sales Feb 10 2015 1 48PM X W Hill Ave W Hill Ave Orangethorpe Ave ES N worangethorpeAve Ww Orangethorpe Ave W Baker Ave W Baker Ave W Roberta Ave W Roberta Ave A W Houston Ave 3 W Houston Ave Calendula Dr REE oo W Romneya Dr ry e Blvd Artesia Blvd Artesia Aye awe uu West Ave mo W Oak Ave W Oak Ave Ka E gt bi Aa A 1s Dr SN Melrose St Houston St EiNerano Dr 4S Jeton wous aa Bay uJaysaM 4g enaweg Primrose Dr Cienaga Dr El Dorado Dr 2 Aho W La Palma Ave La Palma Ave La Palma Ave 3 ANAHEIM amp Buena Park Downtown Greenbrier Ave 1S PIONI N W Valdina Ave W Catalpa Ave Knott s Berry Farm Glenoaks Ave js enoubeyy N W Greenleaf Ave w Greenleaf Ave W Nort Knott s Soak City W Park Ave Y Y W Glencrest Ave Crescent Ave Crescent Ave Q E ba EN Map data 2015 Google Terms of Use Report a map error 39qII9 N isinuiooJg N 2
83. rtunities must be linked to a webpage website e Click on the Manage Opportunities menu link and the following screen will be displayed Description Web Page Monroe ride and drive event http vrww monroe com en US events ue Down Get your online ePricing here http vwww autologue com acscart subscriberlogin a ue Goen esit Moog problem solver bulletins library http vwvww moogproblemsolver com category problem ue Goen edit Delete Save Opportunities New Entry e To add a new opportunity entry click within the blank Description field and enter in a description of the opportunity Next click within the blank Web Page field and enter in the web page URL Click on the Add and then click on the Save Opportunities buttons to save the new entry Rearranging Entries e Menu items can be rearranged by clicking on the Up Down buttons beside each entry Editting An Existing Entry e Clicking on the Edi t button allows you to modify an existing opportunity entry Once all the information has been modified click on the Update and then click on the Save Opportunities buttons to save the edited entry Deleting An Existing Entry e To delete an existing entry click on the Delete button beside the opportunity menu entry to be removed and then click on the Save Opportunities button at the bottom of the page to save the change Manage Goals Management can
84. s Dollars column heading and enter the monthly goal amount including the decimal e Click within the Return column heading and enter the monthly goal for return percentage including the decimal e Click within the Invoice Count column heading and enter the monthly goal for the number of invoices e Click within the Avg Item Count column heading and enter the monthly goal for the average item count per invoice including the decimal e Click within the Award column heading and optionally enter in a commission percentage including the decimal for the counterperson Commissions are based upon the sales dollars above the monthly sales dollars goal If no commissions are used simply enter a zero within the field e Once all the information has been entered click on the Add button at the end of the row and the entered sales goal information will be saved Entering A Salesperson Goal e To enter a salesperson goal click on the Select Role drop down selection list and click on the Salesperson menu selection The screen will redraw and display a table with three entry fields for setting up salesperson monthly sales goal information Select Role Salesperson v Salesperson Profit Dollars Sales Dollars Ro LE i 1 Save Goals e Under the Salesperson column heading click on the field to view a drop down selection list of all salespersons and click on the specific salesperson to setup the monthly goals for e Click within the
85. s Inc Welcome Joe Owner Logout A D 17577 Industry Way Buena Park CA 90621 V 714 522 3551 GAGE BLOC 714 522 3565 ECIALTIES Home Search Notes Created By AN users selected v From 1 2015 Display v Search Created By Notes No records to display Wa 1 Lan Page size 0 items in 1 pages 62015 All Rights Reserved Powered by Autologue By default all Created By users who created notes are selected and the From To dates will be from the beginning of the current month through the current day This screen is set to Display which means the search results will be displayed to the screen only The screen only displays results when you click on the Search button 29 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BL CRM Users Guide Gage Block Specialties Inc Welcome Joe Owner Logout 17577 Industry Way Buena Park CA 90621 714 522 3551 714 522 3565 SEARCH NOTES Home Search Notes Created By All users selecte Y From Display S EC Created By Notes Rob Salesman 2 Joe Owner 4 oo gt Page size 2 items in 1 pages 2015 All Rights Reserved Powered by Autologue After clicking on the Search button the screen will display a Created By column that lists users who have created notes within the selected date range Besides each user name that is listed there will be a Notes column that will display the number of note entries they have entered Drillin
86. s YTD Goal percent returns of Store Shows the percentage when comparing Year To Date YTD versus YTD store percent returns Award Table Heading Description Counter Person Displays the name of the counterperson Actual Sales Shows the actual month to date sales amount Goal Shows the month to date sales goal amount Difference Shows the dollar amount difference between the actual month to date sales and goal amounts Actual Sales Goal A positive dollar difference means the counterperson has met their goal Award Shows the award percentage setup for the counterperson Award Shows the calculated award dollar amount Award dollars are calculated based upon a positive dollar difference amount multiplied by the award percentage Note nothing is calculated unless a positive dollar difference amount exists 74 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BL CRM User s Guide Alerts amp Notifications From the counterperson s home screen if any alerts or notification has been setup and or met they will be displayed below the Alerts amp Notifications heading section as shown Number or Invoices i Avg Line Items 450 00 a Alerts amp Notifications AC amp D AUTO REPAIR No Purchases for 26 days CERTIFIED APPLIANCE No Purchases for 12 days DATSUN CAR SERVICE No Purchases for 26 days DIETERS V W REPAIR No Purcha
87. s eSales BL CRM User s Guide The screen will be redrawn as shown as Welcome Anthony amp Logout Gage Block Specialties Inc 17577 Industry Way Buena Park CA 90621 ws GAGE BLOCK ECIALTIE Schedule Home May 2015 Mon Ak today Sun 27 2E Customer Name 269 BLOCH AND SHELTON 18 Customer Name 269 BLOCH AND SHFI TON 25 Customer Name 209 714 522 3551 714 522 3565 SCHEDULE 7 Day Week BINE Timeline Customer Name 264 LEES MOTORS 714 524 Customer Name 264 KENS MOTORS 714 524 14 Customer Name 204 L KENS MOTORS 714 524 21 Customer Name 264 KENS MOTORS 714 524 28 Customer Name 270 STFFD ALTO REPAIR 15 Customer Name 270 _STFFD ALTO REPAIR 22 Customer Name 270 STFFD ALITO REPAIR 29 Customer Name 204 Customer Name 270 The monthly schedule view shows all appointments only for the current month e Click on the left or right arrow buttons of the heading bar to view the previous or next month s schedule information Timeline Schedule View e To have the screen display a three day timeline schedule view position the cursor over the Timeline heading tab and click on it 80 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BL CRM Users Guide The screen will be redrawn as shown Gage Block Specialties Inc Welcome
88. s information as the email would look Within the Email To field all the email recipients that have been setup will be displayed You have the option to remove any of the email names before clicking on the blue Email Notes button to actually send When the blue Email Notes button is clicked the following pop up window will be displayed The page at autobi autologue com says Notes Sent This window informs you that the notes information was emailed e Click on the OK button to remove the pop up window 33 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BYCRM User s Guide Map e From the owners home screen to view a map of the salespersons scheduled appointments for the current day click on the Map button and the following screen will be displayed SS Gage Block Specialties Inc ae ee iG 17577 Industry Way Buena Park CA 90621 Tee 714 522 3551 GAGE BLOCK 714 522 3565 ECIALTIES Home Maps Users By default no map information is displayed e To select specific Users to display map information for click on the down arrow button at the end of the Users field and check mark the specific users you want to see information for e To display a map for the days scheduled appointments with the customer locations plotted click on the Search button 34 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BL CRM Users Guide
89. ses for 12 days STEED AUTO REPAIR No Purchases for 30 days Schedule Customer List Opportunities 9 Map 2015 All Rights Reserved Powered by Autologue The screen above shows an example of alerts for customers who haven t made a purchase in the past number of days Notifications are always listed first and alerts second 75 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BL CRM Users Guide Schedule e From the counterperson s home screen to view the scheduler click on the Schedule menu bar Day Schedule View By default the screen will display a daily schedule view as shown Gage Block Specialties Inc Welcome Anthony Logout Q search 47 today v Week Month Timeline alday 7 HERE Sad gam 49m Customer Name 268 F amp R PAINT 714 449 0156 lt gt El Subject Sales Call Type Call The day schedule view shows all appointments only for the specific day below the SCHEDULER heading e Click on the left or right arrow buttons of the grey heading bar to view the previous or next day s schedule information Click on the down arrow button to select a specific calendar day to view 76 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BL CRM Users Guide Scheduling A New Appointment e To schedule a new appointment double click on a specific time slot shown on the schedule and the fol
90. setup monthly sales goals for each of their counterpersons salespersons and also for owner store These monthly goals will be reflected on the dashboards for each employee type The yearly goals will be based on the entered monthly goals multiplied by twelve e Click on the Manage Goals menu link and the following screen will be displayed Select Role Counterperson V Counterperson Profit Dollars Sales Dollars Return Invoice Count Avg Item Count Award Anthony 500 00 1000 00 2 00 200 3 00 2 00 100 2 00 Bobby 350 00 800 00 3 00 150 4 00 3 00 i fi T d T T 1 ies Internet Counterman 200 00 400 00 5 00 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BYCRM User s Guide Entering A Counterperson Goal e To enter a counterperson goal click on the Select Role drop down selection list and click on the Counterperson menu selection The screen will redraw and display a table with six entry fields for setting up counterperson monthly sales goal information e Under the Counterperson column heading click on the field to view a drop down selection list of all counterpersons and click on the specific counterperson to setup the monthly goals for e Click within the Profit Dollars column heading and enter the monthly goal amount including the decimal e Click within the Sale
91. specific salesperson and or counterperson whose arrow buttons were clicked on When an award percentage has been setup for a counterperson an award table that contains the actual sales amount goal amount the difference goal actual award percentage and the award dollar amount earned when the sales goal has been met Note The award table only displays when setup Collapsing The Sales amp Profit Information The viewing of sales amp profit information can be removed collapsed from being viewed by clicking on the up arrow buttons 43 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BL CRM User s Guide Alerts amp Notifications e From the owners home screen if any alerts or notification has been setup and or met they will be displayed below the Alerts amp Notifications heading section as shown wi User Activity User Schedule Search CRM by Field Search Notes 5 ini Sales amp Profit Alerts amp Notifications This is a test notification from the setup screen 20117 A AND M AUTO AND TRUCK REPAIR No Purchases for 5 days 59005 MEINEKE KandC FROST INC No Purchases for 5 days 20032 DICK HANNAH KIA Down 55 4 of Average Daily Purchases 30061 AUTOTUDE INC Down 152 3 of Average Daily Purchases 30099 LONGVIEW ALIGNMENT SERVICE Down 100 0 of Average Daily Purchases 60073 UNBEATABLE AUTOMOTIVE LLC 1 Down 75 9 of Average Daily Purchases 20109 ALICIA S
92. tab screen 39 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BL CRM User s Guide GPS TRACKING Home GPS Tracking In Out Map Breadcrumbs Breadcrumbs Salesperson Salecpercon v Date i 02 17 201 Q Search 2015 All Rights Reserved Powered by Autologue By default the Map Breadcrumbs tab screen is shown with no salespersons selected so the screen will therefore be blank e You have the ability to select one or more salespersons to view in out information for by clicking on the down arrow button at the end of the Salesperson field and check mark only the specific salesperson s you want to report on from the drop down selection list e To change the date to show activity for click within the Date field and enter in a specific date Optionally you can click on the calendar button to the right of the Date field and then click on the specific date to select e Now click on the Search button and the screen will then redraw the screen showing a map with GPS waypoints start green stop red waypoint blue plotted for scheduled appointments for the selecting salespersons 40 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BL CRM User s Guide GPS TRACKING Home GPS Tracking In Out Map Breadcrumbs Salesperson Sieve Gill Sale 027 107201 Q Search 2 Appointment s Present Today SCH eg a by 4 E e
93. tomers Click on the Search button By default all customers are displayed on the screen Besides each customer name that is listed will be their assigned salesperson shown in parenthesis and ranking code shown in yellow e You have the ability to filter the customer list by entering specific values within the b g and or fields and then clicking on the S h button 84 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BL CRM User s Guide Customer Navigation e From the CUSTOMERS home screen and the list of customers being displayed click on the customers blue bar and the following screen will be displayed Gage Block Specialties Inc Welcome Anthony Logout 17577 Industry Way Buena Park CA 90621 714 522 3551 714 522 3565 CUSTOMER NAVIGATION Home Navigation 250 American Acrylic 909 239 5999 M LI About Customers ePartConnection eOffice Business Intelligence 2015 All Rights Reserved Powered by Autologue The CUSTOMER NAVIGATION screen will now be displayed for the selected customer whose customer number name and phone number is displayed above the colored menu blocks Here the counterperson has the ability to perform the following e View Add additional business amp personal e Automatically login to ePartConnection as the information for the customer About Customers customer e Automatically login to eOffice as the customer e Vie
94. u to modify an existing entry within the goals table Once all the information has been modified click on the Save Goals button and the modified information will be saved Deleting An Existing Goal Entry e Within any of the role screens clicking on the Delete button at the end of the row will remove the existing entry within the goals table Sales Groups Management can setup specific sales groups to include specific manufacturer product lines to display sales data for by counterpersons salespersons and also for owner store e Click on the Sales Groups menu link and the following screen will be displayed Accessories Brake Products Engine Components SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BYCRM User s Guide Adding A New Sales Group Label e To add anew sales group label entry click within the blank field to the left of the Add button Enter in a sales group description and then click on the Add button Click on the Save button at the bottom of the page to save the change Editting A Sales Group Name e To edit an existing sales group name entry click on the Edit Name button to the right of the Sales Group name Click within the Sales Group field enter the desired changes and then click on the Update button Click on the Save button at the bottom of the page to save the change Deleting An Existing Sales Group e
95. uide MTD Returns vs Sales Shows the Month To Date MTD inventory returns dollar amount and its percentage when compared to the Month To Date sales dollar amount The small dollar amount displayed is the current month to date inventory returns sales The large grey percentage figure is the return percentage MTD Returns MTD Sales 100 MTD Warranty vs Sales Shows the Month To Date MTD warranty returns dollar amount and its percentage when compared to Month To Date sales dollar amount The small dollar amount displayed is the current month to date warrant returns sales The large grey percentage figure is the warranty return percentage MTD Warranty MTD Sales 100 YTD vs LYTD Sales Shows the Year To Date YTD sales dollar amount and the percentage difference when compared to Last Year To Date LYTD sales dollar amount The small dollar amount displayed is the current year to date sales The large percentage figure displayed will either show in red if the percentage is down denoted by the red down arrow or in green if the percentage is up denoted by the green up arrow To view the Last Year To Date LYTD sales dollar amount hover over either of the bar graphs within the Year To Date Sales Bar graph section of the screen YTD Returns vs Sales Shows the Year To Date YTD inventory returns dollar amount and its percentage when compared to the Year To Date sales dollar amount The small dollar amount displayed is the current
96. w Click on the Submit button to save the entered user name Note At least one counter user must be setup in order to setup goals in a later step Deleting A User e To delete an existing user shown within the table double on the user s name to highlight select it and press the lt Backspace gt or Delete key to remove the name and then click on the Submit button to save the entered user name The role that is assigned determines what information the user can view when they are logged in SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BYCRM User s Guide Manage Alerts Notifications Management can setup specific alerts for customers who haven t made a purchase within a specific number of days whose sales have dropped below an average based on a specific number of days or have returns over a specific percentage based on a specific number of days Up to 4 different notifications can also be setup for reminders of upcoming meetings gatherings or training sessions scheduled Each alert priority defined can have a priority of high medium or low This determines which alerts notifications are displayed first highest to lowest e Clickonthe Manage Alerts Notifications menu link and the following screen will be displayed Not Purchasing Priority High Y All Salesmen Joe Owner v Add new salesman Below Average Priority High Y Customers 40 below their daily average for
97. w a sales dashboard Business Intelligence e View Add customer notes information 85 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BL CRM User s Guide About Customers e From the CUSTOMER NAVIGATION screen click on the About Customers colored menu block and the following screen will be displayed Ta Gage Block Specialties Inc Welcome Sam Salesman Logout fe A 17577 Industry Way A Buena Park CA 90621 tre 714 522 3551 GAGE BLOC 714 522 3565 ECIALTIES CUSTOMER DETAIL Home Navigation Details 250 American Acrylic Business Address Street 1257 Ora City Country Contact Details Phone No 1 Phone No 2 Business Type of Business Business hours paint SAMESPM Size of Business 10 20 Authorized signer 1 Authorized signer 2 Smith lim Jones Misc Notes Owner Details The CUSTOMER DETAIL screen will be displayed and will be displaying the entered business information address phone numbers business type hours size authorized signers and notes for the selected customer e To edit any of the existing business information click on the blue edit icon and then click within any of the fields within the Contact Details amp Business sections and make your changes and then click on the blue save button Note The Phone No 1 field cannot be edited It can only be changed within the ePart Setup Customer Options 86 SalesBl
98. y Ek 100 f The sample above shows the field headings and their sample contents for the Customer tab e Click within the next open row to begin entering information under the respective field headings for each of the specific sheets and then save the file as an Excel workbook including all 3 tab sheets 60 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BL CRM User s Guide Choosing A File To Import From the Excel Import Customers screen click on the Choose File button and open the excel file to be imported The selected filename will now be displayed to the right of the Choose File button Gage Block Specialties Inc Welcome Sam Salesman Logout iS 17577 Industry Way Buena Park CA 90621 Fo 714 522 3551 GAGE BLOCK 714 522 3565 EXCEL IMPORT CUSTOMERS Home Excel Import Upload excel file Choose File Customers xlsx Click to downloadsampl 2014 All Rights Reserved Powered by Autologue Click on the blue Import button to perform the uploading of field information 61 SalesBl Mobile Business Intelligence What s REALLY Happening In Your Business eSales BYCRM User s Guide Gage Block Specialties Inc my te 17577 Industry Way we Buena Park CA 90621 ye 714 522 3551 o 714 522 3565 EXCEL IMPORT CUSTOMERS Home Excel Import Upload excel file Choose File No file chosen Click to downloadsample
99. year to date inventory returns sales The large grey percentage figure is the return percentage YTD Returns YTD Sales 100 YTD Warranty vs Sales Shows the Year To Date YTD warranty returns dollar amount and its percentage when compared to Year To Date sales dollar amount The small dollar amount displayed is the current year to date warrant returns sales The large grey percentage figure is the warranty return percentage YTD Warranty YTD Sales 100 YTD Core Outstanding Shows the Year To Date YTD outstanding cores dollar amount This represents the amount of cores charged for and not yet returned Monthly Sales Bar Graph Table Section The second section of the screen just below the upper heading cells section displays the monthly sales bar graph data for current and last year s sales dollars Note A pop up window showing the exact dollar figures is automatically displayed whenever you hover the mouse pointer over any of bar code graphs Month Year To Date Sales Bar Graphs Section The third section of the screen just below the monthly sales bar graph section displays the month and year to date sales dollars versus last month and current sales dollars to date Note These figures are based on to date which means if we are 15 days into the current month and 180 days into the current year the LY last year MTD month to date and YTD year to date sales figures are based upon those day amounts

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