“ Any Sufficient Advanced Technology is Indistinguishable from Magic.” Arthur C. Clarke

Yellow Magic IncorporatedPresents

Mobile Sales Force Automation

Mobile SalesMagic

This presentation provides information screens This presentation provides information screens that explain the use of Mobile SalesMagic. After that explain the use of Mobile SalesMagic. After most of the information screens there is either a most of the information screens there is either a screen capture or screen animation that shows screen capture or screen animation that shows you how to use the Mobile SalesMagic System.you how to use the Mobile SalesMagic System.

How to Use thisPresentation

How to Use thisPresentation

After any screen display, if you want to see it After any screen display, if you want to see it again, just press the Page Up key. You can again, just press the Page Up key. You can advance to the next screen at any time by advance to the next screen at any time by

pressing the Page Down key.pressing the Page Down key.

Let’s get started

The first thing that has to be done is to The first thing that has to be done is to upload your Lead and/or Account upload your Lead and/or Account

information to the Mobile SalesMagic web information to the Mobile SalesMagic web site. This is accomplished with a program site. This is accomplished with a program

called Mobile SalesMagic Sync.called Mobile SalesMagic Sync.

For Yellow Magic Users

If you have a Yellow Magic system, SalesMagic Sync If you have a Yellow Magic system, SalesMagic Sync will create the files needed for Mobile SalesMagic will create the files needed for Mobile SalesMagic from the Yellow Magic tables. You need to specify from the Yellow Magic tables. You need to specify the book and Mobile SalesMagic Sync will find the the book and Mobile SalesMagic Sync will find the

appropriate Free and Class Heading tables.appropriate Free and Class Heading tables.

Create the CSV File

Once the Yellow Magic tables have been Once the Yellow Magic tables have been selected, the user can create the CSV selected, the user can create the CSV (Comma-Separated Values) file that is (Comma-Separated Values) file that is needed to load the Mobile SalesMagicneeded to load the Mobile SalesMagic

web site database.web site database.

Files Created

Select Sales Reps

The next three screens show how to select the The next three screens show how to select the lead records for mobile sales reps. If the lead records for mobile sales reps. If the user wants to select all lead records, the user wants to select all lead records, the

“Export Limited sub-set per Rep” check-box “Export Limited sub-set per Rep” check-box should not be selected. But if it is selected, should not be selected. But if it is selected,

then the user must indicate which of the then the user must indicate which of the available reps should be selected.available reps should be selected.

Select Number of Leads

The next step is to select how many leads The next step is to select how many leads per sales rep is to be uploaded to the web per sales rep is to be uploaded to the web

site and to export these records.site and to export these records.

Save the CSV File

Save the CSV file for subsequent upload to Save the CSV file for subsequent upload to the Mobile SalesMagic web site.the Mobile SalesMagic web site.

The files are named and dated so that you can The files are named and dated so that you can do this as often as needed.do this as often as needed.

Upload the File

If you do not use a Yellow Magic system, then the If you do not use a Yellow Magic system, then the CSV file must be prepared and made available CSV file must be prepared and made available for uploading. This next step uploads the file for uploading. This next step uploads the file

to the Mobile SalesMagic web site.to the Mobile SalesMagic web site.

Login to the Web Site

Once the leads have been Once the leads have been uploaded, they can be uploaded, they can be

viewed from the Mobile viewed from the Mobile SalesMagic web site. SalesMagic web site.

To view the web site the To view the web site the user the user must user the user must

login to the site.login to the site.

Choose the Bookand View the Table

Portion of a Leads Table Record

Do You Use anAppointment Setter?

Once the leads are on the web site, if Once the leads are on the web site, if the sales department does not use the sales department does not use an appointment setter for the sales an appointment setter for the sales reps, the reps can request leads to reps, the reps can request leads to

be sent to their mobile devices. be sent to their mobile devices. The following screens will illustrate The following screens will illustrate

how an Appointment Setter can how an Appointment Setter can work with a number of sales reps to work with a number of sales reps to

make their appointments and to make their appointments and to make their day more efficient.make their day more efficient.

Login to the Calendar

The Appointment Setter The Appointment Setter needs to login to the needs to login to the Appointment Setting Appointment Setting

Calendar feature. Calendar feature.

Calendars

After selecting the lead from the Lead After selecting the lead from the Lead Table, a Calendar is opened, one Table, a Calendar is opened, one

for each sales rep.for each sales rep.

Click on a Day to Open the Time Slots for that Day

Click on the Appointment Time to Schedule the Appointment

Tell the Rep about the Appointment

When this is done, an SMS When this is done, an SMS is sent to the Sales Rep is sent to the Sales Rep

informing him of the informing him of the appointment and appointment and

depending on how soon depending on how soon the appointment is, the the appointment is, the

higher the download higher the download priority is assigned.priority is assigned.

Send Sales Material

While the Appointment Setter is talking to the While the Appointment Setter is talking to the prospect, she can view important sales prospect, she can view important sales

information and even e-mail it to the information and even e-mail it to the prospect. This could include brochures, a prospect. This could include brochures, a pre-printed contract, last-year’s contract, pre-printed contract, last-year’s contract,

last-year’s proof sheets, etc.last-year’s proof sheets, etc.

SMS or Java GUI

Mobile SalesMagic can be operated in one of two modes: SMS Mobile SalesMagic can be operated in one of two modes: SMS (Short Message Service) or Java GUI (Graphical User (Short Message Service) or Java GUI (Graphical User

Interface). Any device that supports SMS can useInterface). Any device that supports SMS can useMobile SalesMagic.Mobile SalesMagic.

However, if the user has a high-end mobile device that However, if the user has a high-end mobile device that supports the installation of Java applets, he will be able to supports the installation of Java applets, he will be able to use the Java GUI mode. With such devices, the user simply use the Java GUI mode. With such devices, the user simply needs to browse to a web site from where the applet can be needs to browse to a web site from where the applet can be

downloaded and install it on his device.downloaded and install it on his device.

Download and Install Mobile SalesMagic

Click on the Mobile SalesMagic iconto Launch the Program

Download the Leads

If the user is using the SMS If the user is using the SMS mode, then he already has mode, then he already has

the lead, but when the user is the lead, but when the user is using the Java GUI mode, the using the Java GUI mode, the

lead must be downloaded lead must be downloaded into the mobile device. into the mobile device.

Selection of this menu item Selection of this menu item will download the lead.will download the lead.

Download the Leads

Leads via SMS

When operating When operating in the SMS in the SMS

mode, the user mode, the user sends an SMS sends an SMS requesting, in requesting, in this case, two this case, two leads for book leads for book

LB09.LB09.

View the Leads

Leads are indicated with a Blue dot

to the left of the lead. As the lead

is worked, its current status is indicated by the color of the dot.

Time ZoneIf your Mobile Device is not capable of detecting If your Mobile Device is not capable of detecting

and setting the correct time, you can use this and setting the correct time, you can use this feature to set it. Enter the offset from GMT.feature to set it. Enter the offset from GMT.

Select a Lead to Work

By selecting a lead, the By selecting a lead, the information about that lead is information about that lead is

displayed.displayed.

Call and Make an Appointment

If the user does not already If the user does not already have an appointment, he have an appointment, he

can call the prospect to try can call the prospect to try to make an appointment.to make an appointment.

Set an Appointment

When he gets an appointment, When he gets an appointment, the user can set the date and the user can set the date and

time of the appointment along time of the appointment along with a reminder to let him with a reminder to let him

know when to leave for the know when to leave for the appointment. Appointments appointment. Appointments

are shown with an are shown with an OrangeOrange dot. dot.

Time for an Appointment

When it is time for When it is time for an appointment, an appointment,

a message is a message is displayed and displayed and

the user will the user will hear a tone.hear a tone.

Map

If mapping is available If mapping is available in the area and the in the area and the

address is complete address is complete for mapping, a map for mapping, a map can be displayed to can be displayed to see the location of see the location of

the prospect.the prospect.

Directions

And driving directions to the appointment are available.And driving directions to the appointment are available.

GPS Directions

And if your mobile And if your mobile device is GPS device is GPS

enabled, you do not enabled, you do not need to enter your need to enter your

current location.current location.

Change Classified Heading

If a lead does not If a lead does not have a classified have a classified

heading assigned heading assigned or the one that is or the one that is

assigned is assigned is incorrect, the incorrect, the sales rep can sales rep can

look-up available look-up available headings and headings and

assign the assign the appropriate appropriate

heading.heading.

The Sale is Made!

At the end of the sales At the end of the sales call, the results of the call, the results of the

sale is then reported. In sale is then reported. In this case, the account this case, the account

was sold for $1000.was sold for $1000.

Once sold, the dot Once sold, the dot becomes becomes PurplePurple..

Report Sold via SMS

If the user is If the user is operating in the operating in the SMS mode, the SMS mode, the sale is reported sale is reported

with an SMS.with an SMS.

SMS CodeSMS Status Codes can be user defined.SMS Status Codes can be user defined.

Not Sold – Out of Business

If the business is If the business is no longer in no longer in operation, it operation, it needs to be needs to be

removed from removed from the publishing the publishing

database. When database. When deleted, the dot deleted, the dot

becomes becomes RedRed..

Report Delete via SMS

If the user is If the user is operating in operating in

the SMS mode, the SMS mode, the deletion is the deletion is reported with reported with

an SMS.an SMS.

Not Sold – Print

If the business does If the business does not want to advertise not want to advertise

but should still be but should still be listed in the directory, listed in the directory, it needs to be marked it needs to be marked as retired and print in as retired and print in

the publishing the publishing database. This database. This

condition is indicated condition is indicated with a with a GreenGreen dot. dot.

Report Print via SMS

If the user is If the user is operating in operating in

the SMS the SMS mode, the mode, the retired but retired but

print status is print status is reported with reported with

an SMS.an SMS.

Not Sold – Omit

If the business does If the business does not want to advertise not want to advertise

and in fact does not and in fact does not want to be listed in want to be listed in

the directory, it needs the directory, it needs to be marked as to be marked as

retired and do not retired and do not print in the publishing print in the publishing

database. This database. This condition is indicated condition is indicated

with a with a YellowYellow dot. dot.

Report Don’t Print via SMS

If the user is If the user is operating in operating in

the SMS the SMS mode, the mode, the

retired but do retired but do not print not print

(Omit) status (Omit) status is reported is reported

with an SMS.with an SMS.

Other Status Codes

The Sales The Sales Manager can Manager can

create any call create any call status codes status codes

he wants to he wants to better track the better track the sales process.sales process.

View All

Leads can be Leads can be filtered by the filtered by the

status or all status or all can be seen at can be seen at the same time.the same time.

Check Number

A sales rep may discover A sales rep may discover a new business that is not a new business that is not

on his list of leads and on his list of leads and want to know if the want to know if the

prospect is in the prospect is in the database or if it has been database or if it has been assigned to anyone yet. assigned to anyone yet.

He can check on the He can check on the status by entering the status by entering the

telephone number.telephone number.

Check Number with SMS

And one can And one can check a check a number number

using SMS using SMS as well.as well.

Sales Status

Sales reps like Sales reps like to know how to know how

they are doing they are doing so at any time so at any time they can get a they can get a report of their report of their sales activity.sales activity.

SMS Stats

And SMS And SMS users can users can

get their get their sales sales

statistics statistics too.too.

Sleep Mode

Some mobile devices end Some mobile devices end the application when the application when

the device is used to do the device is used to do something else, but in something else, but in

order for Mobile order for Mobile SalesMagic to notify the SalesMagic to notify the

user of appointments, user of appointments, Mobile SalesMagic can Mobile SalesMagic can

be put to sleep and it be put to sleep and it will wake up when the will wake up when the

alarm is to be sounded.alarm is to be sounded.

Watch Sales Activity

The Sales The Sales Manager can Manager can

use the Mobile use the Mobile SalesMagic SalesMagic web site to web site to

monitor the monitor the sales progress sales progress

real-time.real-time.

See Graphs of Sales Activity

Download Tables

Or the Sales Or the Sales Manager can Manager can

download the web download the web tables to his local tables to his local

workstation workstation where he could where he could

load it into a load it into a spreadsheet.spreadsheet.

Download the Data

When using a sales system such as Yellow When using a sales system such as Yellow Magic’s Lead Generation system, the Sales Magic’s Lead Generation system, the Sales

Manager will want to update his local Manager will want to update his local system. The first step is to download the system. The first step is to download the data from the Mobile SalesMagic web site data from the Mobile SalesMagic web site

to the Local Workstation.to the Local Workstation.

Synchronize Data

If you have a Yellow Magic system, Mobile If you have a Yellow Magic system, Mobile SalesMagic Sync will synchronize the data SalesMagic Sync will synchronize the data

from the Mobile SalesMagic web site from the Mobile SalesMagic web site automatically. If you are using some other automatically. If you are using some other lead generation system, you will have to lead generation system, you will have to

import the CSV file that Mobile SalesMagic import the CSV file that Mobile SalesMagic Sync creates into that system.Sync creates into that system.

Thank you for taking thetime to learn about

Mobile Sales Magic