ASPEC Cloud is a secure web-based sales opportunity management application that helps sales people in organizations of any size win more sales, effectively manage their sales channels, and get more accurate and reliable sales forecasts.
Setup and Configuration
- Organization Profile
The Organization Profile page allows users with Administrator access to configure and update the following account information…
- User Profile
Individual User Profile Options To add or modify your name, email address, phone number, number format, language or time zone…
- Roles
The Manage Roles section is used to create a hierarchy of sales territories, channels or any other type of hierarchy structure that …
- And More
Using ASPEC Cloud
- Sales Cycle Planner
The first screen displayed once ASPEC Cloud is opened is the Sales Cycle Planner view. This view displays a list of all of your open …
- IBO (Identified Business Opportunity)
The IBO Form is used to create or edit sales opportunities as well as add or edit interactions for each opportunity. Clicking an IBO…
- Interaction
For each IBO (once saved) you can add records of any critical interactions that have taken place with your customer…
- And More
ASPEC is the first and only sales-centric Opportunity Management or CRM system. It helps sales people in organizations of any size win more sales, effectively manage their sales channels, and get more accurate and reliable sales forecasts.
ASPEC is available in an Opportunity Mananagement and CRM editions for mobile and desktop (browser-based). If you signed up as a solo user, some features will be disabled in your free version.
Please visit our website www.salesways.com to learn more about the product.
Using Help
ASPEC Help is context-sensitive. Clicking on the ? image loads Help that is relevant to the ASPEC form or listview. You can also search all Help categories for more information. If you have questions or comments, please send us a note to letusknow@salesways.com or support@salesways.com.
ASPEC Setup and Configuration
As with any system, to reap the full benefit of ASPEC, you need to configure users, custom fields, lookup values. Read more on the ASPEC administration here.
Using ASPEC
Regardless if you are a solo user and a part of a bigger team with complex organizational hierarchy, using ASPEC is easy.
ASPEC provides
Simple and quick data entry.
Graphical and interactive interface for instant comprehension.
Visibility to data that is relevant to each user, based on the user’s role.
360 degree view of Accounts and Contacts.
Built-in, patented Sales Methodology. ASPEC Advisor is one of the ways ASPEC helps salespeople sell more.
High benefit / low cost: you get more out than you put in.
Real sales support = more wins.
20% to 30% time savings over other CRM apps.
An introduction to using ASPEC can be found here.
ASPEC Cloud is a secure web-based sales opportunity management application that helps sales people in organizations of any size win more sales, effectively manage their sales channels, and get more accurate and reliable sales forecasts.
Setup and Configuration
- Organization Profile
The Organization Profile page allows users with Administrator access to configure and update the following account information…
- User Profile
Individual User Profile Options To add or modify your name, email address, phone number, number format, language or time zone…
- Roles
The Manage Roles section is used to create a hierarchy of sales territories, channels or any other type of hierarchy structure that …
- And More
Using ASPEC Cloud
- Sales Cycle Planner
The first screen displayed once ASPEC Cloud is opened is the Sales Cycle Planner view. This view displays a list of all of your open …
- IBO (Identified Business Opportunity)
The IBO Form is used to create or edit sales opportunities as well as add or edit interactions for each opportunity. Clicking an IBO…
- Interaction
For each IBO (once saved) you can add records of any critical interactions that have taken place with your customer…
- And More
ASPEC Cloud is a secure web-based sales opportunity management application that helps sales people in organizations of any size win more sales, effectively manage their sales channels, and get more accurate and reliable sales forecasts.
Setup and Configuration
- Organization Profile
The Organization Profile page allows users with Administrator access to configure and update the following account information…
- User Profile
Individual User Profile Options To add or modify your name, email address, phone number, number format, language or time zone…
- Roles
The Manage Roles section is used to create a hierarchy of sales territories, channels or any other type of hierarchy structure that …
- And More
Using ASPEC Cloud
- Sales Cycle Planner
The first screen displayed once ASPEC Cloud is opened is the Sales Cycle Planner view. This view displays a list of all of your open …
- IBO (Identified Business Opportunity)
The IBO Form is used to create or edit sales opportunities as well as add or edit interactions for each opportunity. Clicking an IBO…
- Interaction
For each IBO (once saved) you can add records of any critical interactions that have taken place with your customer…
- And More
ASPEC Cloud is a secure web-based sales opportunity management application that helps sales people in organizations of any size win more sales, effectively manage their sales channels, and get more accurate and reliable sales forecasts.
Setup and Configuration
- Organization Profile
The Organization Profile page allows users with Administrator access to configure and update the following account information…
- User Profile
Individual User Profile Options To add or modify your name, email address, phone number, number format, language or time zone…
- Roles
The Manage Roles section is used to create a hierarchy of sales territories, channels or any other type of hierarchy structure that …
- And More
Using ASPEC Cloud
- Sales Cycle Planner
The first screen displayed once ASPEC Cloud is opened is the Sales Cycle Planner view. This view displays a list of all of your open …
- IBO (Identified Business Opportunity)
The IBO Form is used to create or edit sales opportunities as well as add or edit interactions for each opportunity. Clicking an IBO…
- Interaction
For each IBO (once saved) you can add records of any critical interactions that have taken place with your customer…
- And More
ASPEC Cloud is a secure web-based sales opportunity management application that helps sales people in organizations of any size win more sales, effectively manage their sales channels, and get more accurate and reliable sales forecasts.
Setup and Configuration
- Organization Profile
The Organization Profile page allows users with Administrator access to configure and update the following account information…
- User Profile
Individual User Profile Options To add or modify your name, email address, phone number, number format, language or time zone…
- Roles
The Manage Roles section is used to create a hierarchy of sales territories, channels or any other type of hierarchy structure that …
- And More
Using ASPEC Cloud
- Sales Cycle Planner
The first screen displayed once ASPEC Cloud is opened is the Sales Cycle Planner view. This view displays a list of all of your open …
- IBO (Identified Business Opportunity)
The IBO Form is used to create or edit sales opportunities as well as add or edit interactions for each opportunity. Clicking an IBO…
- Interaction
For each IBO (once saved) you can add records of any critical interactions that have taken place with your customer…
- And More