Welcome to the PACMAN/SFMe presentation

How a salesperson uses the system.

Before the day startsDuring the day

At the end of the day

Before the day starts

Content• Agenda Button• Tools Button• Report Button

ContentAgenda Button

1. Check results2. Daily Planning with Searches3. Setting objectives/Print out the day

Note Online and Offline use

• Important – At the start of the day – we expect salespeople to be online with SFMe

• During the day we expect salespeople to have the option to be offline if needed

• At the end of the day – we expect salespeople to go back online to upload modifications and validate the day

Content

1. Check results2. Daily Planning with Search options –

Week view & Daily view3. Setting objectives/Print out the day

Password to key in for offline (minimum

8 characters).

Key in your Lyreco online password

(z-code + password)

Welcome to your SFMe from this page you can check figures and messages here when you are online. You can at any time track where you are in the tool (at this moment you are at “My Activity”. Remember to give yourself time to understand and be familiar

with the system. Enjoy!

Check your daily sales so far in month

in this box

MTD figures

General Messages

Content

1. Check results2. Daily Planning with Search options –

Week view & Daily view3. Setting objectives/Print out the day

Note

Please be aware that customers/prospects will be transferred from SFMv to SFMe

as of Go Live.

Start planning your day by clicking on the Agenda button, you

are online at this point

Here in “Daily Planning” you have the Day view (as shown) or

you can go onto the Week’s view to view

your accounts.

You can look at another week by

going forward or back 1 week on the

calendar if you need to

You can see the status of

customers, New/React/Inactive

etc

You can see what is planned or completed

activity, by the key

You can move the complete day to another day (if you need to) by clicking on the

arrow. You should to be online to do

this.

Schedule your day

accordingly

If you needed to you could add a whole days

customers/prospects in week or day view, click on the top of the day, this will take you to the Customers and Prospects

search screen

Note: If at any time you cannot see the

Customers and Prospects search

make sure you have clicked on the pop up

tab

Find the customers & prospects you want

for that day by ticking the box then clicking on search

You could also search by the different

options as listed (VIP account is an account scheduled to be seen

every week on the same cycle day of the

week)

You can choose the data you want to display for your accounts before

entering them on your agenda

Tick the boxes to choose the data you

want to display. After you have viewed your data, press add all or you can add individual

accounts.

Set the time you start your day (8.00am of

course) and then the lunch

time, finally click on

validate. The default time

for each appointment duration is 20

minutes

Click on save

You could also add individual accounts by clicking on “drag

and drop” and transferring to your

agenda day

Transfer from the Search Results direct to your agenda, click Save if and when you

have completed.

From here and on the week view you can change the order of your days visits by

clicking on drag ‘n’ drop or delete accounts,

(Delete accounts you will not see that day but

will reschedule for another time!)

Move the individual accounts by drag ‘n’ drop through your

schedule to assign a time.

Delete accounts you do not want to see that day by clicking

on each account. Save when finished

When you have finished planning your day, click on the day to take you back to Daily Planning view make sure you save now.

Note

From this point onwards is where you will start your planning for the day (Accounts

will already be loaded in SFMe from SFMv), please ensure you know how to do the previous planning before proceeding.

In day view on Daily Planning

you can also see more details of your accounts

by clicking here if you need to

for both Prospects and

Customers.

Click to go back to

previous view

You can from here in Daily Planning, on the day view or week view, schedule a further sales activity* or an “other” activity if you need to

by clicking on the agenda as shown.

* A sales activity means a visit to an

account of yours or a 1 to 1 with your

manager for example, more to

follow on this.

Search for your customer or prospect by entering all/part of

the details below

From the Customers and

Prospects Search page

you have options.

Search by different account type or check

if your customer or prospect is in the

garage file

Switch between days you want to search by clicking on the arrows,

click on the box first then the calendar to

specify a date Don’t forget to press the reset

button when you want to do a new

search.

Click on the day of the calendar to search in your folder codes if

needed

Search by name, for an example* – Enter all or part of

the name

Click on Search

Search results are listed – click on the account you want

to schedule

Indicates Garage File

Plan the call and set objectives:

SET OBJECTIVES THIS WAY ONLY

FOR CUSTOMERS YOU ARE ADDING TO YOUR AGENDA

NOT FOR THE CUSTOMERS

ALREADY PLANNED!

Plan the call :

Change the day

Change the time and click on “time slot

agreed” to set a specific time if you need to.

Change the time and validate

Change the visit type if

needed*

* You should have “face to face” visits

on all of your accounts for better

results!

Set objectives and then save

You can see any accounts you have a specific set

time for highlighted in

red.

NoteYou can search for accounts in different

ways. Also, if you know you will not have reception in your area to be online

during the day, you can prepare yourself for offline use later.

Options to click on either for a search

Enter in your account number or

name of prospect/customer.

Then click the search icon

Click on search here will take you to “Customers and

Prospect Search”

Search by account type, garage file or

date then click on search

You can also search by folder

code, then click on search

Click on search here by entering the name or

part name of your Prospect or Customer

and this will take you to “Search Results”

You can prepare data (Customer, Prospect and BI

data) for the ticked accounts from here for

“Offline” use by clicking on the box below search

results. This will give you 20 accounts ready for

download and use offline (Just go back in and select

another day etc. if you need more than 20

Once you have completed your

selection click on “Download selected”

You can also select individually

accounts you want to view later offline

by Downloading

This is to prepare you for Offline use later,

Downloading the data will mean you can

access the information of your accounts offline

during the day

Note

Other activity to plan

You can from here in Daily Planning on the

day view or week view, schedule an “other”

activity if you need to by clicking on the agenda as shown.

If you need to set “Other activity”

rather than a sales activity

click here

Set the type of activity you

want to schedule then

save

Set the amount of

time

Set the activity begin and end date

See activity planned by looking at week schedule or daily planner

Content

1. Check results2. Daily Planning with Search options –

Week view & Daily view3. Setting objectives/Print out the day

NoteSet your objectives for each customer to ensure maximum sales, by using and analysing BI reports/Audit sheet and looking at your previous discussions!

Here in “Daily Planning” is where you

can start to set objectives if you

haven’t before…..

Click on the account you want to set

objectives for then click on CUSTOMER

CARD

Do the same with your prospect or complete the prospect survey if

you need to

Click on the Audit or BI to begin your analysis of your

customer and look for the opportunities

to grow your business!

Do the correct analysis with your

customer or prospect and set your objectives.

You can also get to your BI reports by clicking on the bar chart if you

need to from the customer card

Go back to your daily planning page and

click on sales activity

Plan your call by setting the

objectives,date, time and visit type. Make sure you save

at the end.

Set your objectives with each customer and then go through in call by showing

the customer the BI or Audit report. Do this consistently and watch your business

increase

When you have finished setting your objectives you can click on the DOWNLOAD

DAYS DATA button, THIS WILL MAKE

THE DATA AVAILABLE

“OFFLINE” for you if you need it.

From here you can now print out

your “prepare the day sheet”

sent by email to you (you need to be online to do

this)

“Prepare the day sheet”

ContentTools Button

1. Review my territory2. Notes

With your ASM review

your territory online (TM module as

before)

Write yourself a note for the

day

Content

Report Button

Click on My sales activity to take you to your activity details, click on Theoretical visits to get sent a

copy of your weekly visit sheet

Here you can review your activity details: For the day and the total in the month, you can also review different months by using the arrows

Indicates a face to face call with a P – Prospect

and C - CustomerPhone call activity

Indicates Obj – Objectives. A –

Achieved, M – Missed, P - Postponed

Choose the date of the weeks planner you

want to receive by email then

validate

Weekly plan sent by email

NoteASM Login details

Log on as a manager or for 1 of your

team

Welcome Managers to your home page with results and details for your team, you have the same “Tools” and “Report” buttons where you can check activity through reports and review

a territory if needed, see validated modifications and also the notes button

Here you can Review the

territories in your team for

each individual as per the Territory

Management module or

validate details if you need to, notes to follow

Click on report button

Click on My team activity to take you to

your teams activity details, click on

Theoretical visits to get sent a copy of your weekly visit

sheet

Here you can review your activity details: For the day and the total in the month, you can also review different months by using the arrows

Indicates a face to face call with a P – Prospect

and C - CustomerPhone call activity

Indicates Obj – Objectives. A –

Achieved, M – Missed, P - Postponed

You can view activity details for your team, you can also look at

specific activity figures for 1 sales person if

needed

Choose the date of the weeks planner you

want to receive by email then

validate

NoteThis concludes “Before the day starts” any questions please email me at chris.radford@lyreco.com.