1. SOP >> Sales
Purpose
The Current SOP has a list of breakdowns and under utilizations we need to change and improve. We will be able to improve the efficiency
and effectiveness of our sales team by moving from using the task list contained in InfusionSoft to the User dashboard and work more out of
opportunities compared to contacts which is the current practice. This will allow IS users and management to keep track of all prospects and
leads through the pipeline towards the sale, generating reports and statistics that will help us further refine our sales dialogue and system. It
will also allow the users to focus their efforts to the stages where they have the most success and identify where they can improve or receive
better training.
Current SOP for FMG Sales Consultant
Sales Admin:
Not currently using any specified features or functionality of IS for Admin.
Day to Day:
Using the "My Day" feature to navigate day to day action. Prioritized by memory from list of "My Tasks". Working Linearly and down the line
chronologically.
Prioritization:
By memory or NONE in the task list. Notes or Task descriptions indicate interest and score, whether hot or cold.
Recording Events and Notes:
Using Notes and Tasks depending on the Rep's preference. Description and text based on individual preference
Customer Info and Action:
Taken from Main Contact Record viewing notes and tasks by scrolling manually then searching for.
Details by Rep >> Current Process Analysis <<
Rollout Benefits
Consistency in IS from user to user on the sales floor
Dashboard setup & organization for all reps with training on how to use
Opportunity records will help keep track of all customers and their progress
Comprehensive reports and saved searches for Sales Admin
Sales Admin Dashboard setup for daily managing and tracking of progress
Rep by Rep comparisons
Note and Task Templates created to quicken information gathering process
Automation for stages for sending emails and repetitious daily tasks
Tagging system that will allow Admin to marketing and sales to identify breakdowns
Implementation of internal forms that will systemize data input from IS users

2. Proposed SOP for FMG Sales Consultant
Sales Admin:
It is proposed to customize Greg Woodburys dashboard w/ training on managing pipeline and rep tracking features as well as
including other Manager widgets.
Identify desired reports for senior management and created and save custom searches to print as well as view from Admin's daily
dashboard for manager's meeting and daily Sales mtg.
Day to Day:
Beginning in Dashboard, IS admin (Wesley Eames) will set up standard layout for all Sales Consultants including pipeline stages,
tasks, and appointment widgets to direct and help Rep be most effective by identifying most important opportunities to focus on, and
prioritize their day with.
Train and implement on Using the Internal form for product purchases, to streamline the flow from the Sale point through Set up (w/
Roger Merrill) and on to Admin Walk thru; Entering the CS workflow.
Prioritization:
Outlining the pipeline into sales stages and correlating steps. Covering all bases of process into a visual drop-down menu that allows the user
to see from the contact or opportunity record, as well as form the dashboard who are the hottest leads.
Details >> Naming Convention <<
Recording Events and Notes:
With help and feedback from the Sales team in a day process outline all of the needed note and task templates for the pipeline. Then with
help from draft and create for a streamlined process of adding quick notes and tasks, will reduce the typing time and process of recording for
the Sales team.
Customer Info and Action:
Sales will be trained in a use case for the user how to use IS's Simplified contact view and with feedback we will customize this section to
best tailor their needs. Also information will be obtained and action tracked from the Opportunities Record from this point on where they will
now spend the majority of their time.