bl4l 2 SM Telemarketing-Magic

1. bl4l2SM Telemarketing-Magic

2. Statement of Goals To empower the GreenPeas, Pro’s & Managers: • To improve the likelihood of making a sale • To maximize sales by the Pro’s • To facilitate GreenPea’s to become Pro’s • To give room managers more tools to evaluate and highlight staff needing direction/training • To give upper management better visibility on the room manager’s performance • To maximize positive competition and peer motivations • To integrate line sheet, catalog and monthly specials administration • To enhance management’s ability to target product and customer segments based on historical records (eg. company size for each SIC Code)

3. Salesperson Login

4. Company Announcements Yesterday’s top sellers Sam Levy Max Hershisher Mary Martin Jack Spratt >> Special added for Duct Tape << Don’t forget to ask everyone about safety supply needs

5. Manager’s Announcements Yesterday’s top sellersYesterday’s bottom sellers Jack Manly Michael Rizzy Lefty Right Jeffrey Michie Herman Wrong Ida Moore George Gorgeous Ralph Mays I will be leaving at 3pm today-Dr. Appointment

6. Suggestions/Messages My Suggestion/Message is: Send to: My Manager  Richard Benton  Tim Stearns  Other ____________  Suggestion System

7. Select Campaign & Follow-ups

8. Sales today$679 / 3rd Top seller$1555 Status Points today845 Next Prospect Local Time: 11:32 am

9. Top products for this prospect

10. Script for this product

11. Pictures for this product Specifications: The 5 3/4" Saw Blade 2400 rpm Cutting Depth 1-1/2” Bevel cut to 50 degrees With Battery Charger One Saw Blade One Battery Sturdy Carrying Case

12. End of Call Local Time: 11:32 am

13. End of Call-Sale Made Local Time: 11:32 am

14. Manager’s Individual Salesperson Graph

15. ManagementSection

16. Manager’s Salesperson Status

17. Manager’s Salesperson Status Graph

18. Summary of Manager’s Screens

19. Manager’s Salesperson Status Graph

20. Individual Manager Graph

21. Phase 1 – Customer Information Purchase a database of all the businesses in the US with phone number, zip code, SIC codes, # of employees and Sales $ (Cost: $850-GPS) Purchase a database of fax numbers of businesses in the US with phone number, zip code and fax numbers (Cost: $450-GPS) Have an update program written to update Accountmate Customer master or Supplemental file with this information (Cost: $???-Kane or GPS) Have a report written with counts of prior customers by SIC code and number of employees(Cost: $???-Kane or GPS) Extract contact names from the sales history files and add this info to the customer info available to the extranet Integrate all previous purchased lists, saving contact names but eliminating duplicates

22. Phase 2 – Stock Number Info Add fields to the extranet to be able to generate Line Sheet, Catalog & Monthly Specials (Cost: $650-GPS) Add ability to predetermine price changes so they can be "swung in" at a later date (Cost: $???-Kane-GPS) Add ability to handle discontinued items, substitutes and upsell products including US vs foreign (Cost: $???-Kane-GPS) Add fields to the extranet to be able to easily identify companion products (eg. with the cordless circular saw, extra battery packs and extra saw blades)

23. Phase 3 – Sales Analysis Generate the a database by SIC code, the products sold Including number of orders, total quantity purchased, totals sales value, highest/lowest quantity, highest lowest price and last purchased(Cost: $???-Kane-GPS) Have a report written to be able to print a report to be given to GreenPea’s to help them know the top products to pitch for each SIC campaign

24. Phase 4 – Implement Design for GreenPeas Produce a list of products purchased by the SIC code being worked prioritized by historical sales dollar amounts for that SIC code(Cost: $???-Kane-GPS) Generate a call list for the GreenPeas to use from existing and new business lists (Cost: $???-Kane-GPS) Based on the quality of the info on the call that the GreenPeas captures, the quality of the leads that GreenPeas receives will improve Implement a telephone dialer (non-predictive) (Cost: $???-GPS)

25. Phase 5 – Implement Design for Pro’s Create a system to maximize the success of the Pro with flexibility for different styles include the ability to set general and specific follow-up schedule The main difference from what the GreenPeas will have is that it will include prior sales history Included in history will be frequency of purchases, largest quantity purchased, etc.

26. Phase 6 – Ongoing Review Monthly review of changes to this program Provide a suggestion procedures for everyone to provide input on ideas

27. Fine Points 1 All data to be prioritized so that the most important in on top (eg. biggest seller) Provide for storing of extension numbers and best time to call Maximize ease of use with use of hotkeys and function keys Allow for efficient use of both single or dual computer monitors Allow for in-house and satellite sales operations Provide quick access to accessories and related consumables (eg. Blades, drill bits & battery packs) Use sounds to enhance (eg. a distinctive sound for each sales person when they make a sale) maybe a sound when a call is dialed

28. Fine Points 2 Use colors for drawing attention to more important data Use of random animated graphics to reduce tedium Security of all data is to be optimized Minimal manual maintenance of campaigns should be required Block GreenPea’s from calling an active Pro’s accounts (Ace Mgt to define rules, on Active Pro’s maybe allow if last sale was more than xx months ago) Alerts as designed by management ( no calls for xx minutes, etc.)

29. Optional Features Record Salesperson’s side of the conversation for later review Utilize a keyboard logger to track abnormal usages Utilize a timeclock program to log time at workstation Use the prior history report for that customer and the products used by that customer to be able to print a re-order sheet to be attached to the packing slip (probably without prices) Track birthday’s, anniversaries, spouse/kids birthday’s – so a card could be sent stating that the salesperson is a valued member of Ace’s sales team Fix area codes in Accountmate, Extranet and existing business lists Pre-validate that the phone numbers are good for about $0.05 each Provide for the use of a game controller instead of a mouse

30. Maintenance Screens Add/Change/Remove a Product/Pictures/Script/Line Sheet/Catalog entry Add/Change/Remove a SIC specific Product info Add/Change/Remove a Prospect Add/Change/Remove the company announcement Add/Change/Remove the room manager’s announcement Add/Change/Remove a salesperson/manager info/options Add/Change/Remove Product Specials Add/Change/Remove an SIC code from the campaigns available Add/Change/Remove Scoring criteria Add/Change/Remove Animation/Cartoons (keep things interesting) Add/Change/Remove Sounds/Music when sale is made Administration system for Suggestions Administration system for Messages

31. Maintenance Screens Control file on hotkeys and function keys customizable by salesperson Zip Code/Area Code/Time Zone maintenance screen SIC/NAISC Code maintenance screen

32. Product Overview

33. How Can I Get the Business Lists for Less Products? You can get this product from your favoriteDealeror GPS Financial Services(aka CMStotheMAX.com and CougarMtnSupport.com) 13337 South Street #352 Cerritos, CA 90703 714 228-5444 Phone 800 531-2944 Fax email us at: sales@BusinessListsforLess.com