[: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. […]
Repeat customers are the lifeblood of any thriving business. Ask customers what keeps them buying again and again, and many will say “top notch service.” More than price, features – even product quality – excellent and attentive service helps ensure customer loyalty. Anyone who has had a piece of machinery fails at a critical moment […]
After logging in to ASPEC you will see your Home screen. On the top right hand side of the screen you will see gears with a drop down arrow. Click on the drop down menu and select Setup. Clicking Setup opens the ASPEC Setup section. The full Setup is available only to Administrators. Other users […]
In ASPEC, a Lead is an expression of interest in your product or service. Leads may or may not translate into future business for you. Lead management is tightly integrated into the customer management and the CRM workflow of ASPEC and data entered at any stage carries through to all associated lists, forms, and reports. […]
Marketing is the patron of selling, the source of its livelihood. The smooth functioning of marketing campaigns and the effortless transition of marketing leads to sales opportunities promotes success. Click on the Marketing tab to view Campaigns, Collections, Leads, and Interactions. Fig :Marketing tab Each Marketing Campaign consists of one or more Marketing Events. Each […]
[:de] Getting Started: To begin using ASPEC, do the following: Open your web browser. Enter the web site address (URL) of ASPEC provided by your ASPEC administrator and press Enter. Wait for a login screen to appear asking for your user name and password. Enter your login name and password and press Enter or the […]
Welcome to ASPEC SalesForce Edition. ASPEC Salesforce app is designed to allow a salesperson to better manage their sales opportunities. This getting started guide is composed of two sections. In the first part of this guide focuses on how to configure ASPEC for Salesforce to get it up and running. The second part explains the method behind ASPEC […]
Customization listview columns One-click Preset load Filter button moved to the listview actions level More information in Appointments and Tasks. Ability to synchronize Tasks with MS Outlook. Widget to display Appointments and Tasks linked to Account, Contact, Lead, IBO Fix to the Sales Advisor translations. […]
Quote Setup & Configuration In order to setup and configure the quotation functionality in ASPEC navigate to setup. Click on Quotes under customization. Creating a Quote Creating a new quote can be done from any open IBO. Quote Workflow The quote view page contains varies information that is inherited from an IBO. Prompt after making […]