Here are some basics that are good to know as a Sales Professional when starting to use the Sales area in the TekStack software.
Introduction to the Software Interface
- Introduction to the TekStack Interface - videos
- Understand TekStack Navigation – Overview
- Discover and Create Views
Accounts and Contacts
You will work with accounts and contacts regularly. It’s important to understand the information that makes up the account record. Knowing the account customer lifecycle is helpful for your sales process.
- Learn the Stages of the TekStack Customer Lifecycle
- Create a New Account
- Create a New Account - video
- Add Contacts to an Account
- Set Up a New Contact - video
Opportunities
These are the basis of your sales success. The optimized use of opportunities provides excellent sales and performance metrics as well as critical information about qualifying your customers and closing sales.
- Set up a New Opportunity
- Set up a New Opportunity - video
- Learn the Steps of the Opportunity Process
- Add a Product to an Opportunity
- Close an Opportunity as Won, or Lost
Prospecting
The outbound sequencing function in TekStack provides a powerful tool to communicate with many potential buyers. Build a sequence to set up a routine for connecting and then use the results to plan your work.
- Build a Sequence
- Add Contacts to a Sequence
- Grant Access to Your Mailbox
- Avoid Deliverability Issues with Outbound Sequencing
Working an Account
Activities provide you with a meaning list of your daily work items and can guide you to sales success. Learn to use them effectively for great sales performance!
Collaborating with Colleagues
The effective use of these tools help you preserve necessary records of your sales processes as well as convenient communication with colleagues.
Security
This is a technical document outlining your access to areas in the software.