CustomerTrax CustomerTrax Magazine | Page 9

that identifies current problem areas as well places for potential growth. Don’t be worried about solving the problems and getting lost in the minutiae of the moment. Forms are the primary means through which information will be viewed and entered into Handle 2.0. A given form has five aspects: • Details - including fields with specific types of information • Status - outlining the overarching status of the form (ex: active, closed, won, lost, etc.) • Stage - describing where the form is in the process (booked, proposal, delivered, etc.). • Permissions - describing who can do what to the form (ex: who can approve things, who can add pricing, who can close the form, etc.) • Collaboration - which allows different people to work on the form and track what is being done as well as sending notifications Our automation engine gives you the ability to eliminate anything that doesn’t have to be done manually. Save not only time but also employees’ energy. This could be anything from sending an automatic reminder to a sales representative to call a lead or customer to following up on a quote. There are many uses for automation, but it is ultimately meant to ensure that nothing is slipping through the cracks internally. Once potential points for automation have been identified, it’s important to next think about Targets. Targets consist of proactive contacts that exist outside the buying cycle. Put more simply, Targeting is the process of using the data you have (or external data via an import tool) to target specific sets of customers and or prospects. Use our advanced search tool to create lists based on purchase history, segmentation or a combination of criteria to mass-create follow-ups for team members and monitor the success of your campaigns. 9