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
- Learning Path - Introduction to the TekStack Interface - videos
- Understand TekStack Navigation – Overview
- Discover and Create Views
- Learn the Stages of the TekStack Customer Lifecycle
- Work with the Account-centric Engagement Process
- Use the Engagement Score to Measure Interest
Accounts and Contacts
Your sales representatives 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. It's likely you won't set up many accounts and contacts but it’s important to understand how.
- 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.
As a Sales Manager, you will monitor this activity regularly. While you might not set up many opportunities, it’s important to understand the process.
- 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
Working an Account
Activities provide your sales team with a meaning list of your daily work items and can guide them to sales success. Ensure they 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.
Monitoring Sales Performance- Learn More about the TekStack Sales Dashboard
- Learn More about the TekStack Subscription Dashboard (work in progress)
- Forecast Your Sales
- See How We Calculate Pricing in TekStack Sales
Security
This is a technical document outlining your access to areas in the software.