ASPEC provides several listviews that display all records of a single type like Accounts, Contacts, IBOs and more. Sometimes users want to narrow down the list of records, based on conditions related to that record type or other related records. For example, a Regional Sales Manager may want to examine all Open IBOs, created […]
The Calendar dashboard gives you a central location to manage all your appointments and tasks. You can manage, add or edit your Appointments and Tasks from this dashboard. Email notifications make you and your sales team more efficient by helping you stay on top of your sales activities. Fig 1: Calendar dashboard The dashboard is […]
Accounts in ASPEC ASPEC supports a multi-level Account hierarchy. An Account is a logical grouping of people who work for a common organization and, therefore, have shared interests. Usually an Account is designated by a Sales Manager to be targeted by a sales team with a planned. common sales strategy. Administering large Accounts can be […]
“Generally a contact is anyone that we communicate or associate with. In sales automation, the scope gets narrowed down to include just the people who directly affect the salesperson’s business, or have the capability to influence it. Contacts may have needs which at some point, will turn into sales opportunities, and they have to be […]
Welcome to ASPEC Salesforce Edition. ASPEC Salesforce application is designed to save you time and take your sales to the next level. It minimizes the guesswork, standardizes the way probability of winning is assigned, and serves as a tool to access the situation consistently. Sales Advisor helps manage time more effectively by assigning a priority level to each opportunity. This “Getting Started” guide contains […]