Well, we'll jump into a demo site that's going to look a lot like when you first log into your trial and then I’ll be hopping back and forth between my demo... Read More
Well, we'll jump into a demo site that's going to look a lot like when you first log into your trial and then I’ll be hopping back and forth between my demo site that has a bit more data in it. So, let's go in.
As you log in you'll be directed towards the sales or the Company section that you can find right here. What we have is an example client and all the work that you do for this example client will fall underneath them, whether it'd be, like I was saying, before the beginning of the relationship or even ongoing work, you'll find it already all underneath here. You'll see key metrics, what's been updated, including different filter fields like categories and tags that you can use [through] the same as your sales or even do outbound email.
Here's the full customer journey or lifecycle. We're bringing, traditionally, four or even five tools that you're using to manage dates all under one hood so you can have a really good idea of what's going on with this customer, and what I want to do is start with this first sales opportunity. What you'll see on the left-hand side are high-level details, client information like phone numbers so you had those quickly and easily to call. You'll also find that these inline guides will come throughout the journey. I won't through them today but a lot of our customers have find them really helpful and highlighting the key aspects of what they need to focus on. For example, key metrics and value fields.
What you can see up here are statuses and [status'] progressions. What you got to do is customize these tools exactly how your business works, not only can you rename these but you can also define the flow. For example, maybe have a sign-off and proposal process built into this, you'll be able to build that in and as well, and what's also really powerful about these is you can automate some of the things that come out of it. For example, since I clicked on Quote Requested we have a task that automatically shows up here and, for example, a Quote Sent maybe it prompts me to update a due date.
What you can also do is you can build really professional quotes and send them out to your customer and what the quote can include is, essentially, a full project plan that has all the hours, the estimates and even dependencies on the backend. So, once I convert this into a project you'll be able to see what those dependencies start to look like on the project plan.
In your trial you'll find that there's the default and then an automated example. Default would just be statuses that goes through a pretty basic three to four step progression. Automated tends to be a bit more complex and will often allow you to see how different invoicing or billing structures can be built into your projects as well.
So, now what's happening is Accelo on the backend is taking a sale or a quote and then bring it over into the project side of our software, and here we are, now we're in a full project in which we could manage. Before I jump too far into the product side I want to show some of the sales reporting or ways that the account management or executive team can keep track of their leads and new business.
Like I said I’m going to hop into my demo site. What you'll see here in the list of all the sales is the different statuses. This just happens to be an example workflow through prospect and qualifying, and all the sales in the pipeline. This would be more of a manager's point-of-view going through the pipeline with people like Mark, Rebecca or Brendon. Now, if Rebecca were to come in as an account manager and just wanted to focus on her sales, she would be able to do that with these quick filters or what she can do is she can have personal filters or even shared filters with the rest of the team. So, the way she can start doing that is using these tabs right here, maybe she wants to see all overdue sales in the past 90 days, she's going to save that and share it with the rest of the team.
Additionally, on the sales side what executives can do is look from a bit of a higher perspective. We have the sales dashboard where you can forecast the value of future sales and then, also, look at the sales funnel for the progress. For example, all the quotes being sent might be in the fifty percent chance of closing arrange. Any click on this, you'll get the same list that we were looking at before. Then, lastly, you're able to focus on performance by different staff members or maybe type of the sale.
Now that we've sent out the quote and started the project or at least the project is in the planning phase, a really common activity would be to sit down with management on Monday morning and go through how busy the rest of the team is to know when we can start projects or even sell before we convert the quote, and what we have for that is the Utilization Dashboard. So, no longer do you have to go around to the rest of the team and say "How busy do you think you are?" or try to hold up the project team and get a sense on all the projects. You're able to really easily see the company's utilization right here.
So, what you see [is] our future project plans and how they're affecting the rest of the team; just David and Niko now, maybe I want to pull up some other individuals like my consultants, design and implementation team and, since we're looking into the future, I’m going to go ahead. There. So, what I see...