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Sales

Introducing Sales

With good lead management your business is less at risk of losing any new opportunities. Hence, the Sales feature in Wisenet which is designed to:

  • help your organisation achieve an effective and seamless process throughout your initial Enquiry and Application stages, and
  • help your sales team to close deals faster

Accessing the Sales section

The Sales Section has been designed to extend functionality for existing Admin and User roles for customers that have full LRM.

To allow the restriction of access to ONLY the Sales Section, there are additional roles Sales and Sales Admin. These roles are to be setup from Portal by the Portal Admin.

Learn More? How to Set Up User Access

  • Sales
    • will have access to:
      • Sales:
        • Sales Dashboard
        • Sales Contacts
        • Opportunities
      • Organisations:
        • Workplaces
        • Agents
  • Sales Admin
    • will have the same access as Sales role plus access to specific settings such as:
      • Organisational Details
      • Dropdown Lists
      • Email Templates
    • and, can delete:
      • Opportunitities
      • Sales Contacts
      • Sale Logbooks

Sales Settings

Sales Dropdowns

There are a number of Sales Dropdowns that can be edited and customised by Admins.

We recommend all customers review their Opportunity Dropdowns, especially Opportunity Stage

How To Set Up Sales Custom Dropdowns

Email Templates

Email templates can be configured for the Sales Contact section.

Learn More? How To Create and Edit an Email Template

Enquiry Management

With an insight into both the current and historical Sales activities on your Sales Dashboard, managing Enquiries through Sales is not only made easier, but it also allows you to focus on stand alone sales activities without interacting with other LRM sections.

You can set up Sales Contacts and Sales opportunity at the Enquiry stage.

Sales Contacts

A Sales Contact is the person’s record and a Contact must be unique by Email address.

You have full visibility of all your Sales Contacts with the option to filter by:

  • Learner
  • Agent Contact
  • Workplace Contact

Since each Sales Contact is unique by email address, when adding one, if the Contact already exists, you will receive a notification that this is an existing contact. This prevents you from creating duplicates.

When you are viewing a Sales Contact, you will also see any Opportunities and/or Activities linked to the Contact.

How To Add Sales Contacts

Sales Logbook

The Logbook section in Sales allows you to create, store and manage:

  • File Notes
  • Tasks, and
  • Email Messages

Activities to the Sales Logbook can also be created when you are adding a Sales Contact by clicking on the Add Activity button.

Learn More? Logbook

NOTE TO CUSTOMERS WITH EXISTING OPPORTUNITIES:

  • All your existing records have been migrated and mapped to the correct Sales Contact, and
  • Logbooks and Checklists have been migrated to link to Sales Contact

Sales Opportunity

The Sales functionality in Wisenet will help track business leads for your organisation through recording Opportunities.

Opportunities are recorded against Sales Contacts where the following information about a potential sale is recorded:

  • Opportunity Source
  • Opportunity Stage
  • Opportunity Type
  • Close Lost Reason
  • Sales Contact Stage

Under the Sales Tab, you’ll find Opportunities on the left navigation bar. On the Opportunity Board, you can:

  • Add New Opportunity
  • Search Opportunities
  • Filter by Owner
  • Filter by Open or Close
  • Drag and Drop an Opportunity in their new respective Stage

Learn More?

  1. How To Create, View, Edit or Delete Opportunities
  2. How to View and Update Opportunities against Records

Please Note:

  • If you also use LRM with its other features, then you can also view Opportunities in the Learner App with a list of all opportunities recorded against the Learner.
  • Managing Opportunities will help with easy and accurate reporting in the future. Learn More? Sales Reports

Organisations

The Organisations section in Wisenet allows you to manage Agents and Workplaces.

Learn More?

Agents

Workplaces

This allows you to link a Workplace Contact to a Workplace, an Agent Contact to an Agent, and a Sales Contact of type Learner to Learner Record.

NOTE: Linking Learners is only available for user of full LRM with Non Sales role access.

NOTE: New Learners are automatically added as Sales Contacts based on email address.

Application Management

The Application Management stage will bridge the existing Enrolment process with the new Sales section. Rather than creating an Enrolment for an Enquiry or Application, you will instead create an Application that will need to be Accepted or Rejected.

Once an Application Status is set to Accepted, it will then become visible as an Enrolment. This will also allow us to simplify Online applications directly into a Course Offer.

STAY TUNED!more to come soon