Software can be a tough beast for even the most seasoned tech heads to operate. Even a software programme designed to be as simple as SalesIn. As such, we’ve compiled a short list of some of our top tips & tricks
Tip #1 – Use Your Sale Types & Sale Statuses to control your Sales Pipeline.
Not many people realise that the default Sale Types in SalesIn (Order, Credit Note, Quote, Invoice) are actually customisable! Not only that, but you can actually create entirely new Sale Types as well if you want keep the default ones. You can then use this to add a new process or workflow to your organisation. For example, if you have a warehouse and need to pick & pack your orders when they come through, you can create a Sale Type called Picking Slip and utilise that type when taking orders originally, or convert and Order Sale Type to a Picking Slip and once picked, to an Invoice!
Similarly with Sale Statuses – SalesIn defaults to Open or Closed as the status of an order. You can create new statuses to help you control the flow of your sales pipeline. For example, if you are integrated to one of our partners you can set the integration to pick up on a specific status. I’ll use our partner, Xero, as an example. You only want orders to flow into Xero once they are absolutely complete. You create a Sale Status called ‘Ready for Xero’ and assign the integration to pick up that status. When orders are generated they default to Open – so the integration won’t pick that order up until you convert the status to ‘Ready for Xero’ so you can check stock, make sure the order is correct, etc.
Tip #2 – Add Activity Notes To Your Customer Interactions
We’ve talked about Activity Notes in SalesIn before – but it is still one of the most underutilised CRM functions in the software.
Activity Notes are exactly what they sound like – notes for customer’s activity. You can add Activity Notes against special occasions, dates or just as an open text field. You can then search for these notes, or view them historically right from the app or in the desktop login. You can view more on how to use activity notes here .
Tip #3 – Take Advantage of Sale Templates
Not many users know about this extraordinary feature that SalesIn offers even though it’s one of the handiest. The Sales Template functions as a customisable catalogue for reps or customers to access that can prefilled with specific items, promotions, and quantities. This is extremely useful if you have a customer that only ever orders the same 10 items from your catalogue or if you are running a monthly promotion on certain items. You simply create the Sale Template – assign to a specific customer or globally to all customers – and then add the items and quantities that you want to appear on the template. This will then appear on the app first thing when a sales reps opens the items in an order or when the customer opens the ‘promotions’ tab in their ordering portal.
Tip #4 – Create & Save Reports on Sale Statistics
The SalesIn report function is a comprehensive analytics system that can help customers extract a multitude of data from the SalesIn system. As we all know in today’s age, data is king. Whether this is tracking your top selling items, monitoring sales reps KPI’s, checking your total sales volume between specific time periods – the possibilities are endless. There are two different ways of creating reports in SalesIn, one as a set report type that generates a live PDF report of the system data, or one as a more comprehensive, customisable excel export of any data in the system. You can then save this export as a template for regularly running. This is a link to the SalesIn wiki page on reports.
Tip #5 – Organise Your Day, Week or Month with the Appointments Calendar
One of the main functions in SalesIn is it’s appointment setting capability. Whether that’s someone calling into the office and the office staff creating an appointment and assigning it to the sales rep on the road, or the rep themselves creating the appointment as they go! You can then set the customer addresses on the appointment as points on google maps so you can see exactly where you are going.
Similarly to sales, you can also create appointment statuses – the default ones being open and closed – in the event that you need more flexibility in how your appointments are progressing.
And that’s our list of the best 5 tips & tricks for getting the most out of your SalesIn. There’s hundreds of more functions and helpful tools in the software that we can help you discover and suite to your business needs. Just give one of our friendly customer success team a call on 1300 785 755 or email us at firstname.lastname@example.org.