It is a common practice that Administrators add fields to the standard Forms to address business requirements that are specific to their Organization. The following Form Profiles in ASPEC Setup contain sections for adding Custom Fields, grouping Custom Fields into Custom Form Layouts. These Form Profiles also contain tools to import related records. Account Contact Interaction […]
When you first enter ASPEC, you see the “Priority” view. This will likely become your favored view for everyday work, for the planning and implementation of your strategy and tactics for winning the sale. The two other menu selections (top right) will open your “Forecast” view and your full “IBO List”. What you see in […]
[:en]ASPEC Administrators can delete or deactivate users who no longer need access to ASPEC. Deactivated users do not count towards the number of purchased ASPEC licenses and remain available for reporting and filtering. Deletions were designed to remove duplicate users in a rare case when the Administrator makes a mistake entering users. We do not […]
[:en]Users can search ASPEC for specific information using listview search criteria (filters). Records that satisfy that criteria are displayed in ASPEC’s listviews. Users with Export/Report rights can export these records in a pertinent format provided by selecting an export template. Report Profiles combine search criteria and export formats as well as provide configurations for the report’s schedule and […]
Each time a new system or a service is sold, you should add Device information to ASPEC Service. As you use Service, you’ll enter Service Information relating to these Devices – Requests, Technical Assessments, Emails, other Interactions and Orders. Click Create button anywhere in ASPEC and select Device. Devices are linked to Accounts and Contacts. […]
[:en] What is Advisor Expert? Consult Advisor Expert if you need extra assistance with a difficult Opportunity (IBO). The Sales Environment Section, visible after clicking ‘Expert’ button, is a tool for gathering and recording information about the strategic aspects of a sales situation. Advisor Expert uses this information to help formulate a sales strategy using […]
Clicking Service takes ASPEC users to the Service module. The service tab is divided into Instruments, Requests, and Orders. Fig: Service section Clicking Devices, Requests and Orders displays sortable and searchable lists. You can also save your search filter settings for future use. General ASPEC Filter capabilities, exports and reports are described in this post. […]
ASPEC Service keeps track of service progress. You can record progress on Requests and inform colleagues about parts, assistance needed or any other update using Service Interactions. All Service Interactions, as well as Service Orders and Technical Assessments are displayed in the Service Logs widgets in Accounts, Contacts and Service Requests. Create new Interactions by clicking […]
[:en]ASPEC helps salespeople manage their time by prioritizing opportunities. Each opportunity is assigned one of six priority levels, as shown below. The priority assigned is based on the opportunity’s probability ranking and sales cycle phase. Priority lists are displayed in various Sales Cycle Planner views. Overdue The first priority is the “Overdue” category. In this […]
[:en]You can create custom reports to analyze performance and business metrics, diagnose potential issues, or for any other need. All reports are stored in the Report tab. Fig 1: Report tab The tab is divided into 2 following sections: Downloads, containing report and export output files. Clicking on the report or export name downloads the […]