Sales Assistant: CRM-Like Functionality

• Sales Assistant was designed to reduce or eliminate the need for a separate CRM system – so you can now manage all of your sales activities in one centralized system.
• Our new functionality is available in both NexGen and Atom, so whether your salespeople are in the office, on the job, or out of town, they can access the information they need exactly when they need it.

• If you’re a sales manager, you can access reports and dashboards that track the open and completed tasks of your entire sales team, so you can stop wondering, and start knowing the status of every sales opportunity.
• Sales Assistant is an included enhancement with your annual fees and it’s available now. To schedule an update and begin using Sales Assistant today, contact your customer success manager.

1. Sales Assistant can be enabled by a system administrator in Set System Defaults screen and security settings can be configured per user.
2. During setup, an administrator can configure priority scales based on Quotes, Customers, and WO Quote screens that are unique to your sales team operations.
3. Different types of tasks can be created to clearly identify what types of follow up tasks need to be completed. A few examples of types include: Follow Up Call, Site Visit, Entertainment Invitation, or Pricing Review.
4. When creating a task, the assigner can set a priority level, due date, reminder date, and assignee. The user can also set up automatic email notifications to remind and update the assignee about the task.

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