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Smart.Biz.Kit User Manual

1. The Customer Support and Issue Tracking Saspi ne nae functions are designed to help track A identify resolve and reduce customer hae support issues They also work to ensure ie communication between all users of the RERA system so that remote agents can report accurately on the progress of an issue with accuracy instead of just guessing Accuracy 1s key and communication is required in order for there to be accuracy entire company The Issue tracking capabilities of the smart Biz Kit allows you to record specific details about an issue and also allows you to assign the issue to other users within your group for resolution You can automatically check on the status of the issue without directly communicating with anyone else For more information on the Support functions avallable please read Chapter 7 of this manual Individual Contact Reports The Contacts Editor currently provides access to only one report for specific contacts In the near future we will be adding additional reports to this section To launch the report simply click on the title on the report in the listing Contact Overview and Comprehensive Information Report This report provides you with all of the contact information for a contact along with all of the recent sales history information prospecting questions and answers recent appointments scheduled recent communication records and more This single report is a com
2. O CS o Gre 1 60 EE leido Pele GO Bd eri Me Ge CT PTET CMTC BER SiD CTT 7 for you The report allows you to select Active Contacts report different system users to view their contact records To see contact records that were entered into the system during a specific period of time simply check the box that indicates that you want to use the date constraints and then choose your date range and the report will refresh Name Company Address Phone Fax Email 60936 Barbara Murphey Anne Arundel Tax 2660 Riva Rd 4th Fl Annapolis E ssesments 1 63739 Cinthia Anderson ALWAYS ONLINE 2139 ESPEY COURT STE 410 451 1503 410 451 15 canserso OF n sidusg 34TTN CYNTHIA CROFTON You have six different sorting options to choose from by simply checking the sort order that you want to use Contact Communication Report The Contact Communication Report provides you with a complete listing of the contact communications during a specific date range that you can select at the top of the report Contacts Communications Annalysis Report DOS Report Filter and Sorting Options Choose agent to display Entered date filtering y to 10 12 2004 Select a date range and check Use Date Constraints to filter the results by date entered Agent Name 5 Tom Kulish E A iE 1 72004 Select agent from above to display their results below Sorting Options C By Contact FirstName By Contact Last Name By Entered Date By
3. See T A a oe A Bel 00 1533 Lunch 4 in ii is thi lend 3 a 1530 Lunch os a sing tNIS Calendar view you Can view 4 A O L 1527 Gucci A multiple users on the screen at one time For 5o J so amad prisi n a each user that you select from the left menu a 0 and place a check next to their name a new column will appear for each day with their name on the top of it Create an Appointment to create a new appointment simply left click on the start time that you want the appointment to begin and hold the mouse button and drag the mouse to the end time while holding the mouse button When you let go of the mouse button the system will create a new appointment and allow you to edit it You can also create an appointment at any time by clicking on the Add a New Appointment link that is located on the left side of the calendar screen Edit an Appointment to edit an appointment that is already stored in the system simply double click on the title of the appointment on the screen and the appointment editor will appear The appointment editor is described in detail later in this chapter Please read on to get a full description Delete an Appointment to delete an appointment from the calendar simply click once on the appointment and then press the Delete button on your keyboard You will be prompted before the item is deleted You can also delete an appointment by clicking on the X de
4. Lunch 9 13 2004 1 30 00PM 9 13 2004 2 30 00 PM Tom Kulish 60 Create an Appointment 1n this calendar Reviewin g Issues wil ith Wes 9 13 2004 2 30 00PM_ 9 13 2004 6 00 00PM Tom Kulish 210 Smart Tech SOS Meali ing 9 15 2004 10 00 004M 9 15 2004 7 00 00PM Tom Kulish 540 Soccer 9 16 2004 10 30 00PM 9 16 2004 Tom Kulish 1350 vi ew you can only cre ate an app O intme nt by Dinner with Roomates 9 14 2004 8 00 00 PM 9 15 2004 Tom Kulish 240 clicking on the Add a New Appointment link that is located on the left side of the calendar screen Edit an Appointment to edit an appointment that is already stored in the system simply double click on the title of the appointment on the screen and the appointment editor will appear The appointment editor is described in detail later in this chapter Please read on to get a full description Task List Management Screen The Task List Management Screen displays parere re ro Debs waa E 1 f th t t k th t BO Project Managemen smartBizKit 2 0 Sun 7 11 04 Sun 7 11 04 05 31 AM 82 a O e ac ive as S on e S creen a onc e e MO Completion of the Di smartBizKit 2 0 Highest Sun 7411204 Sun 7411204 06 00 4M 87 pi A CO Implement the actior smartBizKit 2 0 Highest Sun 7411204 Sun 7411204 06 28 AM 91 You C an S ort your screen In several different A O Security testing and smartBizKit 2 0 Highest Sun 7411204 Sun 7411204 07 12 4M 95 A A A Y O finish email response smartBizKit 2 0 Highest Mon 8 9 04 Mon 8 9
5. S from DC Based Li M Ads for Mi ft Managing message attachments gt Balimore Based RWD Lamched Federal Solitons Group gt Wilmer Cutler Pickering Hale and Dorr Hi Tech Legal Update o Briefly Noted Tenable Network Security Primus Telecommunications Orbital Sciences Ciena Xybernaut Marnott International Weddings e e The Anti SPAM controls are available from the satis series eae errr a is gt Events State of VC Market Marketing Strategy Workshop Sales Conference IT and Telecom Event SBIR Conference Doing top toolbar by providing the SPAM button If you 1 2004 Post Investment VC Relations Meet the Capital A A a Players FedFocus 2005 Conference Lead Generation Summit BillBoard are reading a message and you think that it 1s AA gt Office Space Marketplace Online Consultancy Virtual Office Program SPAM simply click the SPAM button and the message is sent to the SPAM folder Any future messages with this sender or this title will be blocked out from your inbox To reply to the message that you are reading simply click Reply To Reply To All or Forward and the interface will convert to the tools that you need Smart SPAM Filtering The Smart SPAM Filtering system was designed to be the ultimate solution to SPAM messages in the corporate environment Our system links your corporate contact manager and your email client together so that you Contact list and credentials become your email engine white list Thi
6. System Users Management The System Users Management controls Ut iy Manage System Users provide a direct management control set for FEE e adding editing and removing group users and user access Depending on your current system permissions you will see a listing of the records that you have access to within your group If you have administrative privileges then you will be able to click on the Add New System User link and create a new system user To edit the settings for any user that is in your users list simply double click on the users name to activate the editing controls on the right side of the screen You can control all of the features and settings for any user in the system from this one control area Administrators should use this tool to ensure that other users system setting are correct NOTE It is important that you always enter an email address for system users There are many parts of the system that will not work 1f you do not have your proper email address information correctly entered into the system user manager Page 55 10 13 2004 Smart Biz Kit User Manual 0 9 BETA System Employee Divisions System Employee Divisions are designed to allow companies leverage the cross division tools for employees One of the key features of rro pt Add a new System Division Name Order the smart Biz Kit is its ability to force sales A managers from one division to prospect business fo
7. The Auto preview option allows you to toggle on and off the message preview pain under each message title 3 o TO The grouping controls allow you to group the results in any E cies way that you wish This 1s extremely helpful for finding and working with specific groups of emails Add New Email Response Responses eter sae The responses tab activates the Response engine controls Responses are saved email response templates You can adda new response by clicking on the Add New Email Response link on the top of the control All of the items that you have stored will be available in the response list If you wish to use one of the items in you email that you are composing simply drag the title to the compose window and the template text will be inserted Add New Email Rule View Rules 4 E Current Email Rules The View Rules tab displays the incoming email filter rules These rules are applied to all incoming emails and allow you to control where messages are delivered in your folders SONU PIH An example of this technology is when you have a rule configured to deliver and message that has Urgent in the title place it in the Urgent folder You can even have emails forwarded to another email address using the rules engine Click the Add New Email Rule link to activate the new email rule wizard Page 44 10 13 2004 Smart Biz Kit User Manual 0 9 BETA Add New Email Account V i ew Se rve rs Current Email Accounts
8. new template record To edit any of the sales types double click on the name of the type and the edit controls will load on the right side of the screen To delete the sales type place a check in the box that is to the left of the red Delete Sales Type text Sales Level Management The Sales Level management tool allows you to add edit and delete sales levels Sales Levels are normally used to indicate the current status E ales Levels Admin sales Level etsa ae sie que bb ists a of the admi meta rae and their pla R will a pies nthe right wi indow and will alow T Delete Sales Type ent tool allow the omens stem users and their s eae o mari abit TG adi a ayo of the es ne ap sae de ising the salen The infon mai only he ue ako nthe nthe left sie u to edk them Cur ent S Add a new Sales Level of a sales effort Many companies will use a percent to close approach and create Sales Levels of 20 40 60 80 and 100 or closed To add a new sales level click the Add a new Sales Level link and the system will create a new template record To edit any of the sales levels double click on the name of the level and the edit controls will load on the right side of the screen To delete the sales level place a check in the box that 1s to the left of the red Delete Sales Level text Page 57 10 13 2004 Smart Biz Kit User Manual 0 9 BETA Sales Cam
9. 04 07 12 4M 137 tyl d t E th f t il a te user and mar smartBizKit 2 0 Highest Mon 8 9 04 Mon 8 9 04 07 26 AM 139 S e S 1 n or er O or ani Z e e 1 n orma 1 O n A O Correcting Service T smartBizKit 2 0 Fri 9 10 04 Fri 9 10 04 07 55 AM 151 MC Building installer and smartBizKit 2 0 Highest Wed 9 22 04 Wed 9 22 04 08 09 4M 153 the W ay th at you need to S ee 1t 41 O Add Help content to smartBizKit 2 0 Highest Wed 9 22 04 Wed 9 22 04 08 38 AM 154 Create a Task to create a new task simply enter in the information at the top of the task list and hit enter It is important that you spell the project name exactly the same or you will create different projects in the system Edit a Task to edit a task that is already stored in the system simply double click on the title of the task on the screen and the task editor will appear The task editor is described in detail later in the Project Management chapter Please read on to get a full description Delete a Task to delete a task from the calendar simply place a check in the checkbox that 1s located to the left side of the title of the ticket in the system This will remove the task from your screen Page 37 10 13 2004 Smart Biz Kit User Manual 0 9 BETA Appointment Editing Tools The appointment editing tools were designed to provide advanced features for storing and editing your scheduled appointments The appointment editor stores all of the Hii Appointment Editer drs
10. 13 2004 Smart Biz Kit User Manual 0 9 BETA Optimized Prospect List Tab The Optimized Prospect List tab provides direct access to the contacts that you have stored in the system that have prospecting information answered about them Using the prospecting tools that are detailed in this chapter below other users of the system can all contribute to getting strategic questions answered about each contact record in the system Once this information is entered into the a contacts record the Optimized Prospect List allows you to view items that have specific answers A good example for using this technology 1s as follows You can configure one of the prospecting questions to be What 1s the number of users at the company As sales managers get prospecting tasks completed this listing will report contacts that have the right number of users that you are looking for This tool is extremely useful if you have multiple divisions with different sales agents in each division Sales Managers can easily profile their current contact records and then division managers can review the entire database to look for new opportunities from cross departments Page 21 10 13 2004 Smart Biz Kit User Manual 0 9 BETA Contact Editing Tools Britannia Data ALWAYS AN e The Contacts Editing Tools were cmoviamien 2 a designed with the concept of 1 son finding information about a e
11. 16 02 PM 10 12 2004 5 19 06 PM the buttons and displays that appear on the SYNC Progress Results S Cr e en f Last Completed Manual Start Stop Buttons The Start and Stop buttons act much like a stop watch for the sync engine To begin a synchronization run simply click on the Start button To stop a run click on the Stop button Sync Every 3600 secon ds Next Sync 1064 Sync History Listing The Sync History listing 1s the top area of information on the tab This area will list information pertaining to the history of the sync processes that have taken place on the date that 1s listed above the history list You can double click on any of the time frames listed and the results of that sync process will be displayed in the Sync Progress Results list below Sync Progress Results The Sync Progress Results list displays a listing of each of the tables that was synchronized between your application and the central server If there was a problem while syncing this table the row will have a red background If the table is currently downloading information the row will be green and 1f 1t has been completed 1t will turn blue A record counter 1s also present to represent the number of records processed and synced Page 70 10 13 2004 Smart Biz Kit User Manual 0 9 BETA Sync Group Documents Option The Sync Group Documents option appears as a checkbox on the front screen of the Sync Manager tools This option indicates
12. 1s detailed further down in this chapter Please continue reading for complete information on each of the different view types Date Selection Control The Date Selection control is located in the upper left corner of the 4 October 2004 gt calendar display screen You can use this tool to navigate the main calendar display to a specific date You can use the arrows in the NO upper right and left corners to jump to the next or the previous 10D 12 13 14 15 16 month The date with the red circle around it is the current date oe oh 3 5 Today 10 11 2004 Simply double click on the date to load that date into the main calendar If you are viewing a weekly or monthly calendar the date that you choose will default to the first date of the period that you selected The Date Selection control always defaults to the current date when starting up Page 30 10 13 2004 Smart Biz Kit User Manual 0 9 BETA Calendar Option Links Located on the main calendar display the Calendar Option Links give you quick access to creating a new appointment starting the Calendar Print Manager or the Active Task Report To activate any of these simply click on the title Create a new Appointment Print our Calendar Displays Print Your Active Task List 7 Sales Team Carolin A O Alice Dixon Y Sales Team MD O d Palmer O Howard Oliver O Jeric Lewis O Jim Traylor O Mira Lewis Y Sales Team PA O Eli Jeivicky O
13. BIZ KIT Our basic support services are of the highest quality and provide a complete range of support that will empower everyone to use the system to its fullest potential It is our goal to ensure that our solutions perform to their fullest potential without hesitation To ensure that this commitment is executed with the highest degree of accuracy we provide a basic set of Online Training courses for Managers Sales Reps Customer Service Reps and General System users Available through our Smart University online education system these training courses are available 4 7 365 through our world class online education system Additional Support Packages Available Smart Technology has created some of the most advanced training and support packages available today for technology solutions We have support phone numbers and 4 7 365 availability to protect your system from any downtime Although our entire system is designed from the ground up to be the fail safe fool proof and intuitive having the added protection of round the clock support is critical for many enterprise and e Commerce companies Our Support packages include the following Basic 48 hours response time Support Services Enhanced 24 hour response time Support Services Optimized Same Day Support Services 24 7 Platinum 12 hour response time 24 7 Supreme 2 hours response time 24 7 Please contact our Sales Department today for specific pricing on Support services for you
14. Contact City By Contact State By Contact Zip By Communication Type Elem DA om aas a wpa O E 4 A AR JE CE IEEE a The report will display the agent s name that recorded the communication the communication type the entered date and the contact that the communication was with The agent note that was recorded when an agent records a communication The report can be sorted by seven different patterns that are listed under the Sort Options area Page 63 User Communication Report Agent Type Entered Contact Tom Kulish To do Done 10 1 2004 11 00 00 Tom Kulish Called Verizon They are working on the plan and seeing if we can get 5 for free They will get back to me Tom Kulish Call Completed 10 1 2004 3 00 00 Tom Kulish Called Liz Talked to her Everything is ok She is happy Tom Kulish Phone Call 10 11 2004 4 10 20 Lou Ann Called and LM for Lou Ann Gave her my phone number to call back and why was calling 10 13 2004 Smart Biz Kit User Manual 0 9 BETA Sales Management The Sales Management reports are all reporting on data from the Sales Management System These reports are all available from the Main Sidebar Toolset Agent Sales YTD Report Agent Sales YTD Report provides an PRESA Report Filter and Sorting Options insight to a sales managers sales this rida S ee E o a year verses last year The report E provides a green zone that reports sales doclojajumjaajs sal Omorme EA
15. Krista Miller Contacts 5 F Lori Thomas Contacts 1 Paige Wallace Contacts 256 Ron Yancil Contacts 1 Page 69 10 13 2004 Smart Biz Kit User Manual 0 9 BETA Chapter 12 Group Data Synchronization Tools The Group Data Synchronization Tools are designed to connect all other users within your group together Each person that uses the smart Biz Kit connects their data using the synchronization a tools If you change or review records in the system on a regular fe basis you should run a sync process often If not you should run the sync engine at least once per day to ensure that you get 5 y ls i the important data from other users of your group Using the Sync Management tools you are able to place the timer onto auto mode This mode will automatically run the sync engine after a specific amount of time has passed The following is a description of the management tools for the synchronization engine Sync Progress Tab The Sync P tab displays 1 tant e Sync Progress tab displays importan information about the current and recent o az history of the sync process STAR Start End 100 SmartSYNC Group Data Syncronization 10 12 2004 10 18 11 PM 10 12 2004 10 22 02 PM x 10 12 2004 9 17 38 PM 10 12 2004 9 20 52 PM 10 12 2004 8 17 13 PM 10 12 2004 8 20 15 PM STOP 10 12 2004 7 16 49 PM 10 12 2004 7 19 56 PM 10 12 2004 6 16 24 PM 10 12 2004 6 19 29 PM The following 1S a description of each of 10 12 2004 5
16. O contact as easy as possible a a There are numerous tools that are saat a linked to the general information Communications Appointments Documents La Leads Customer Support Reports Sales Stats of the contact These tools Cde Ranging From 17 200 ZTO 037 6 Veti onas C Venteenaccey ile display information that is NEN A relative to the contact that you t e are viewing The following isa iis description of each of the tools AP a and sections that make up the Contacts Editor controls Company Information Tools The Company Information tools provide both an Company Information Overview Tab and also an Edit tab The En ALWAYS ONLINE Overview tab provides users with the company Type information to view only The Edit tab allows Address 2139ESPEYCOURT STE ATTN CYNTHI users to change the information about the City State Zip CROFTON v 21 114 l Primary Phone 1410451 1503 Fa 410 451 1507 company or you can change the entire company Primary Cell o itself Primary Email Other Contacts l There is also another control that allows you to sme just to other contact records form the same company Pick any contact that you wish form the Other Contacts drop down control to quickly move to that record Communication Tracking Tools Advanced Notes Management The Communication Tracking Tools are comets stints Doane Acosta Sale on set opt Saes sias designed to be a next generat
17. Ronna Simons C Tom Bauman Y Sales Team VA O Dana Droter Technology J Dev Team C Tom Kulish Wesley Schiesz C Britanna DD WAD1 v Calendar User Selection all of the members under them Calendar Option Tools The Calendar Options tools can be accessed by clicking on the Options Tab on the calendar screen This tab provides you with two options Show Appointments and Show Task Times Show Appointments will display a listing of the current appointments that are scheduled in the system You can choose which users to display from the Users selection that is located under the Users tab Show Task Times will display a listing of the task times that have been recorded in the system You can choose which to display from the Users selection that is located under the Users tab The Calendar User Selection provides a list of all active members of your group system Each agent is organized by company division and division team You can place a check in the box next to the agents names that you want displayed on the calendar at the same time You can click on the Team or Division titles in order to view Show Appointments Show appointments will display a listing of the current appointments that are scheduled in the system You can choose which users to display from the Users selection that is located under the Users tab C Show Task Times Show task times will display a listing of the task times th
18. Sales Lead Button Sales Opportunity Wizard Enter New Sales Opportunity You can activate the add new sales lead wizard by 110hse Stat Dats aman clicking on the Add New button This tool provides a UMH you with all of the controls that you need to enter a a sales lead into the system You can store an unlimited 6 Speciel Notes number of sales leads under the same contact The following information can be entered into a new Sales Lead Start Date Allows you to choose the date at which this sales effort started This is normally also the day that you determine a possibility of a sales with this contact Sale Type Allows you to determine the type of sale this is Sales Types help you divide company divisions or product lines within a company An administrator should setup the sales type descriptions in the administrative section You can also use the lt lt Add New gt gt link that is located as the first item in the Sales Type drop down list to add a new Sales Type to the system rapidly Sales Level Allows you to indicate the current progress level of this lead Many companies configure their systems to use a 10 20 40 60 80 90 100 scale that defines the level that this sales has progressed to 90 and 100 mean the prospect is in final contracting and legal or is already complete but requires follow up 60 and 80 mean the prospect has received a presentation and a quote and a swing vote on how strong
19. Sales Managers must be able to schedule appointments with easy and they need to always deliver on their Sales word The only way that this can happen is if they are in the know about every item on their client s accounts The Sales Manager ensures that they do and also provides an easy way for individual employees to report forecasting goals and current sales activity forecasting The smart Biz Kit Sales Manager organizes and monitors each sales opportunity and allows you to sort information reports in several different ways to provide an optimized reporting Sales Management Board The Sales Management Board is a A a e e a display screen that lists all of the Reals ent o Sales Opportunities for the system En A ete There are 4 Sorting Options on the top of the screen that allow you to sort the results on the screen in several different ways Arias Goldstein EZ GSA E Returning Customer 3 item s El Mark Powell ALWAYS ONLINE Business Software and Technolo 20 Returning Customer Wesley Schiesz 63737 El Britannia Data CONSTRUCTION LAB Discount Office Supply 20 Returning Customer Dana Droter 62299 G B S i Campaign Group Sorting by Campaign Group will list all of the items in groups by the Campaign that they are a member of Sales Type Group Sorting by Sales Type will list all of the items in groups by the Sales Type that they each are a member of Company Group Sorting by Company Group
20. T this year this month vs sales last year this month There is also a yellow Select agent from above to display their results below Select a date range and check Use Date Constraints to filter the results by date entered Agent Sales YTD Comparison zone that reports average monthly Agent Name Alice Dixon Date Range 10 1 2004 10 31 2004 sales this year verses average monthly f customername sas oos Z WIKOFF COLOR CORP M 84 2002 10 8 04 1 088 44 1088 44 100 305 7 94 2 i C C DICKSON CO M 71 2002 10 7 104 378 97 378 97 100 3938 98 2847 45 72 sales last year Orange compares the lA a O e a E GP of this year from last year The report provides two dates the date that the contact was entered and the date that the last purchase was made on the account This report includes a Save ad a PDF Document link Clicking this report will generate a pdf file from the results of this report Agent Sales By Customer Report The Agent Sales by Customer Report Agent Sales By Customer Report was designed to provide you with a T ar break down of all charges for the o E their results below L ea range and lt o Za E specified period at the top of the NS E S Prin oh O ajo z a fy fi a 5 screen The charges will be totaled lt a ae is ee and grouped by company name Agent Sales By Customer The report includes a total count of Agent Name Alic
21. The View Servers tab provides access to the backend management den of the email accounts that stored and manage all of the message delivery These accounts can be remotely configured by your groups system administrator or you can manage your own settings using this control panel x o g 3 Click Add New Email Account to Email Account Settings Settings Information activate the new email account wizard AccourtName wess SCSCSCS This wizard will walk you through bre ee creating a new account and assigning Usemame the correct settings ee Server Status Active You can edit any of the email account on ee settings by simply double clicking on the name of the server from the Current Email Accounts listing After clicking this you will see a popup window that will allow you to edit all of the email account settings You can simply adjust any of the settings that you see to fit your needs Email Viewer Editor A The Email Viewer Editor is designed to allow A you to read reply to forward print or delete you email messages that are stored in your system The viewer is capable of displaying HTML and e ubject Potomac Tech Wire Oct 61 d d f 11 f 1 f o Herndon Based Direct Secures 5 Million Credit Line from SV Bank text messages and provides a Tull set of tools for a a is o Four Early Stage Va Biotechs Picked to Present at McLean Conference
22. activate it Schedule Management Schedule Management The Schedule Management Displays 2 tabs of p i ar n information from the Schedule Management EATE TE TETU drs appt 10 4 2004 8 00 00 AM 10 4 2004 3 00 00 PM We engine The Active Appts tab pr ovides a Wes out New Baby 11 2 2004 8 00 00AM 11 2 2004 5 30 00PM__ We listing of all of the appointments that have not been completed The Contacts w Appts will display a listing of the appointments that have EN one of your contact records scheduled as an attendee This can be configured using the Appointment Editor from the Schedule Management Engine You can access any item in the list by double clicking on it Project Task Management The Project Management Desktop Control Project Task Management Projects s Tickets ickets displays three tabs and five quick links We ia A None Prot Pty 1 have detailed each of the Tabs below Project Management Data smartBizKit 2 0 ron Working C Completion of the DocMana smartBizKit 2 0 Highest Working C Implement the action event smartBizKit 2 0 Highest Working Security testing and encrypt smartBizKit 2 0 Highest Working C Tasks Tab je a Correcting Service Tickets smartBizKit 2 0 The Tasks tab provides a listing of the tasks that laipiotuitnmanaei smermi 70 OS are currently stored in the system and assigned to your user account The items can be sorted by any column and y
23. appt 7 ndav October 04 2004 gt Time 8 00 004M information about an appointment and it attendee note Ts ode am Tela ppointmen ptions information o an ea eo Complete this appointment and record communications o a General Appointment Tab Remind Monday October 04 2004 az at 11 31 44 AM Contact Attendees The General Appointment Tab is the primary tab of the Ee ec appointment editor and provides all of the primary oe functions that you need to get the most from your group schedule The following is a description of each of the information fields on the editor screen Title The title of the appointment as it will be displayed on the calendar and printouts Location The location of the appointment This is normally used to indicate the physical location of the appointment but in many cases companies are using this field to indicate web meetings as well Type The type of appointment that this is You can add additional types by using the lt lt Add New gt gt Quick Add link that is in the appointment type drop down Start Date and End Date The start and end date of the appointment itself You must set both the date and time for both the start and end date in order for this appointment to appear on your calendar Private Meeting Indicates if this meeting is a private meeting where it will only be viewable by the owner if it 1s Favorite Meeting Indicated if this meeting is
24. as 57 Sales Campaien Mana Melba 58 Prospectne Manasement alias 58 Contacts Settings Lali di A A AAA IA 59 Communication Type Managementl cccccccssssssscccececeeseeeeseecceeeeeeaaeeeseeeeeeeeeeeaas 59 Company Lype NMaiiae Ciieint eorura E dosneste 59 Contact Py pe Manas Md tadas 59 one OTS Seines a aaa 60 Appointment Type Management coooooooonnnnnnnnnnnonnnnonnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnannnnnnnnnnnnnnnos 60 Chapter 10 Instant Messaging Tools cccccononoonnnccnnnnnnnnnnnnocnnnnnnnnnonnononcnocnnnnnnnnnaninennos 61 AUN USCIS CECO sacensieen hte teeiuvea eee 6l Instant Message Wind Wisin ici 61 Sendin a INES SA CC ur r E sen denedannetintatenisedeeunctad E aE 6l CVOSIN GAC OMY CLS aO aaa e 6l Chapter 11 Intelligent Reporting Features oooooncccnnncccnononocnnnnnnnnnononanonnnnnnnnononnnannnnnss 62 General Reporta Too Data 62 Contact Ma a SEMEN Cara a is 63 Contact Information REPOR siii ips 63 Contact Commit Cation REDO necs 63 Sales Manag MAA EA IEA AE 64 Ascent Sales TD REPO is e ade vend se peste eateeieees 64 Aeent sales By Customer REPO ai AA tons 64 Ascent pales Lead rack Report aedicivnehd E eden 65 Agent Communication Analysis Report cccccccccsssssssseeecccccsaeeesseeeeeceeesaaeeesees 65 AGENT Sales Comparison Repo e 65 pales Lead Status REDON sr ic 66 Personal Average Monthly Sales Report ini ii artes 66 Personal Customer Retention REporticisesiiesinin Ds 66 Personal New Bu
25. in the system This combination report is designed to be used as a consolidated appointment task report Page 41 10 13 2004 Smart Biz Kit User Manual 0 9 BETA Chapter 5 Email Manager The Email Manager that is integrated into the smart Biz Kit was designed to be an easy to use alternative to other email clients i that are on the market Due to the fact that these email tools are integrated into your business management system we have the ability to reduce SPAM by over 95 on every mailbox that uses i the smart Biz Kit Em a Our anti SPAM controls work to not only EFI deflect incoming messages that have bad content but we will protect 1t by not allowing messages from users that do not have contact records in the system for Ifa users or an email address is not on this white list then the smart Biz Kit servers automatically respond to the email to get them to authenticate the message If itis a real person that is trying to reach you for any reason they will be also to answer a simple question to authenticate their identity and then the email will be passed to your inbox D 3 8 2 a 212998 AS E l Lo SUOUAO MAA 087 E sesuodsey 752202 os o9oaa l 2328880 sainy Mel nanny 3558383 s3 5 ES 29 Za s3898 SARA D aAa A3 JAD za EGO cess a g 39
26. inate oan m O rta nt n fo a b O u t M B l D C S sales amp Marketin File Folder 4 26 2004 1 04 PM 74 a do dl C File Folder 10 4 2004 1 37 PM E j a EZ Share this folder p1_armstrong13_ap jpg 40KB JPEG Image 10 7 2004 3 48 PM Other Places When using a synchronized document a management solution such as this one you in will notice that documents simply appear a and disappear from the group at all times This 1s normal with this type of solution docbin File Folder Date Modified Monday April 26 2004 1 04 PM Page 48 10 13 2004 Smart Biz Kit User Manual 0 9 BETA Chapter 7 Project Manager A unique feature that is included with the smart Biz Kit is the Project Management system One of the centric items is the fel functionality that an integrated Project Management system provides You can organize your operations enhance internal communication and implement structured workflow for projects P smartBizkit 2 0 1 0 103 BETA Business nteligence System ONLINE LAN Project Manager E of all sizes Projects The Project Manager 1s designed to provide general scheduling resource planning time forecasting time tracking support tracking and collaboration automation The following pages through this chapter detail each of the functions of the project management system la o Group Project
27. of both the company and the contact the city the state the zip code the country the phone number and the email address This advanced searching will help you locate information as fast as possible For example you can search for 21114 to locate records from a specific zip code This will Page 19 10 13 2004 Smart Biz Kit User Manual 0 9 BETA also search both contacts and companies to that you truly have information that is tied to the zip code Refresh Search List The Refresh button 1s designed to refresh the search results that are displayed on the screen If you have changed the search options or the sorting tools you can force the system to refresh the results list by clicking this button Search List Filters The Search List Filters allow users to display current items active favorites active customers or deleted items Simply check off the view that you wish to display and the system will present only those records that you choose Search Alphabet Filters The Alphabet Filters are located on the right side of this tab and allow users to sort through the records that are listed in the search results listing By clicking on the letter the cursor will be taken to the first record that starts with that letter Contact Information Records The Contact Information records that are returned from the search and sorting criteria that you enter are displayed in the results are on the lower part of the control The display wil
28. the sale manager thinks the chances of sale are 20 and 40 mean prospect is in the initial stages of prospecting and researching You can also use the lt lt Add New gt gt link that is located as the first item in the Sales Level drop down list to add a new Sales Level to the system rapidly Sales Agent allows you to select the user that will be in charge of and responsible for the credit of this sale This will indicate the item and all of its forecasting and tracking information will appear under this user Sales Campaign allows you to indicate the Sales Campaign that this item can to the company from The Sales Campaign tool can be used to track specific sales campaigns Administrators should fill this drop down with any kind of specific marketing activity that is done so that you can view the actual success in forecasting and actual sales activity throughout the life of this sales lead Special Notes Special Notes are used to store additional information about the sales lead record with the system Whatever text is entered into this field will be appended to the Communication Record that is created when the lead is entered This information is good in general to describe the actual sales angles perspectives and potential sales approach Page 26 10 13 2004 Smart Biz Kit User Manual 0 9 BETA Customer Support and Issue Tracking Communications Appointments Documents Accounting Sales Leads Cu port 1 Reports Sales Stats
29. they have Eom 0 08 20 Jsa 90 kx AAA EN OS IAN Bette o EE purchased in the last 4 months Retention Report This report displays a listing of customers that have had sales in the last 4 months Agent Alice Dixon The report details the total sales for Ra Base Cm each of the last 4 months If the ee 380 00 3 ALEXANDER CHILDRENS CENTER 0611 8 2002 0611 7 2004 938 00 2 804 00 1 485 00 1 601 00 customer has not purchased anything DEA nuance IRE EU AE E ean for the last 30 days then the system will report the company name with a red highlight over the row ered Page 66 10 13 2004 Smart Biz Kit User Manual 0 9 BETA Personal New Business Report The Personal New Business report provides the same functionality as the A Choose agent to display Entered date filtering Agent Name t Alice Dixon gt je fonz y to 1071272004 y cu stomer r etent1 on r ep or t exc ept th at 1t Select agent from above to display their results below Select a date range and check Use Date Constraints to filter the results by date entered only reports contacts that were entered a Pa Toman renee as NE in the last 4 months jo 0a omaa Jj 900 _ s EE ee a a na New Business Report a on gt New Business Report The rep ort 1S de signed to give you a This report displays a listing of customers that have been entered and had sales in the last 4 months Agent Alice Di
30. to enter your report If we determine that your issue is in fact a real bug with our software your company will be credited for a portion of their regular bills It 1s important to complete reports any time that you discover one so that our engineers can continue to perfect our software Display the Service Ticket Report This quick link will activate the System Service Ticket and will report on all of the support tickets that are stored in the system Support tickets are entered when a customer needs support of some type Demo Notification Area Our software provides a 30 day free trial and demonstration period During this 30 day period your software will display tags throughout the system that indicate that the system is in Demo mode When you license and register your software this window will disappear Page 18 10 13 2004 Smart Biz Kit User Manual 0 9 BETA Chapter 2 Contact Management Contact Management is the core area and engine within the smart Biz Kit Contact and Company information is the vital core of business and provides the information that you need to a tie all of the supplemental contact information such as sales accounting statistics and more The smart Biz Kit provides Cant Te some of the most advanced organizing and optimizing information management available on the market today This chapter details all of the functions and abilities of the CRM Contact Management engine Contact Information L
31. to make it so that the documents that are stored in the MyBizDocs folder are able to be Project Time Accounting Report The Project Time Accounting report provides you with a detailed accounting of the time spent on project tasks and tickets Along with each period of time that is listed the there is a note area from the agent that recorded the time in the system Active Service Ticket Report The Active Service Ticket Report displays all of the service tickets that are stored in the system and are currently active Each ticket will display the title date entered responsible agent and the posting agent The report is ordered by oldest to newest Project Management Time Tracking Report Agent Name 5 Tom Kulish S Pit 4 0 BH apo z a firs o 3 4 EREE ae a ee ETE E sci ip ea 0 eg re a EA Mf PVE Bee Task Time History Report October 5 2004 Wesley Schiesz smartBizKit 2 0 Task Correcting Service Tickets with the SBK Started 10 5 2004 10 04 20 AM Finished 10 5 2004 11 51 00 PM Duration 13hrs 46mins 40secs ihave corrected over half of the remaining issues will correct the rest ina little bit and then release September 30 2004 Tom Kulish Arles Service Ticket Report EH S Pin D A DB aajfwz x ey fia O 4 g fe Moat PAG Oe Fe IA aks ss 1 Gee oe A ECO a Service Tickets Report Ticket Title Posting Contact Manager Name Entered Date Posting Agent ia
32. will list all of the items in groups by the Company name for each record This is good for showing records that have multiple sales leads in different department or with different agents Agent Group Sorting by the Agent Group will list the sales leads grouped by the agent that owns them This is a good tool to use for looking at sales forecasting for an entire company or a division Page 28 10 13 2004 Smart Biz Kit User Manual 0 9 BETA Sales Opportunity Wizard Sales Types Enter New Sales Opportunity Each Sales Lead Opportunity allows you to change 1 Choose Stat Date TOA 7200 2 Choose Sale Type Business Software and Technology the Sales Type This setting can have different as D 4 Chi 21 Wesley Schiesz meanings for different companies Administrators eee and system users can configure the sales types that en they see fit Many companies use this setting to separate different product lines company divisions or sales teams ampaign From Web Marketing Complete gt Sales Level Status The Sales Level status allows you to indicate what level this contact sales opportunity is currently at All of the options of this selection are configurable in the administrative section of the system Some sales managers have specific names for specific levels in their sales pipelines These can be used as Sales Levels in the smart Biz Kit system and will indicate the current level Sales
33. your local computer If this is true a message box will appear that will indicate that the updater is refreshing your database If this message appears you will not be able to access the data in your SMART BIZ KIT until the updater has completed its work in refreshing your data This process can take different amounts of time depending on the amount of data that you have stored in your groups database When the update process has been completed the system login prompt will appear again and you will need to login to the system to continue Once you login to the system you will be presented with a What s New window that will detail the specific items that have been changed or updated in this new version Page 74 10 13 2004 Smart Biz Kit User Manual 0 9 BETA Chapter 16 Contacting Smart Technology No matter what your specific needs may be Smart Technology is always here when you need us most Our highly training and professional staff are available anytime to provide assistance in any situation Our normal business hours of operation are 9am 5pm EST Monday thru Friday We have engineers on staff 24 7 3653 to support our clients that have advanced support service agreements Our call center is open 24 7 3653 to provide you with immediate contact and assistance when you need it most Our web site http www smarttechtools com provides a large listing of support services that provide immediate assistance free of ch
34. 0 a 0 a 0 0 0 a 0 a 0 a 0 0 0 Britanna DDYAD1 0 0 0 a 0 a 0 0 0 0 0 a 0 a 0 0 0 Britana PWYESO3 0 D D D D 0 0 0 0 D 0 0 a 0 a 0 0 Britannia Data CER EEE EAEE pame 1 o e of elfeopetolele pee oo ofe 4 Palmer CUESTE ee Tee AA AAA EE Dana Droter A AAA DE A A AUS David Harrer aii s S gt 181 Ss e 91e 12 Dawn Ward EPEACIEALIEALIEALIEALSEALIEACIEAL EliJeivicky AA A A A A E A LOA Howard Oliver cleule ce m s IE Ae EAE AREAL Jeric Lewis ERA AA O O A Jim Traylor EE A ee EEE ASES EEE Krista Grimes PPA EAGER Kiista Miller Ae ee LO ee Lori Thomas EEEARTEALIEAEDEALIEALIEALSE ALBEE This report is best printed in landscape mode Agent Communication Analysis Report The Agent Communication Analysis report provides an overview of the entire company and its communication history during the date range that is listed on the top of the report screen The report can display up to 25 total communication types across the top of the report and will list the counting for Agent Sales Communications Report Report Filter and Sorting Options Choose agent to display Entered date filtering 3 A x to 1071272004 x Select a date range and check Use Date Constraints to filter the results by date entered Agent Name 10 12 2004 Save gt E ct agent from above to display their results below E ein D A aB a ajiz vi A A2 O ce gee tere gee a ee Ge Oe a Ea ss a Ce et Bor ere pr a 4rr
35. 1f you want to run the document synchronization routines during the next process run Document synchronization can take a long time to run depending on the number of documents that you have in your group Documents can be of a various size and an extremely long sync process can happen 1f your group has too many large documents If you are confronted with an extremely long sync process you can always turn off the document sync until a later time when you will have the time to synchronize your documents Syn C Op ti ons Tab 100 SmartSYNC Group Data Syncronization The Sync Options tab allows the user to 003 SYNC pins modify the settings that are specific to the Sistemet ionta vit aia sync process They are broken up into the SYNC Cors Menagene See following two groups Ponca a ii 7 SYNC Sales Management leo o minutes between each syne process Sync Processing Options OS The Sync Process Options allows you to choose which sections and tools that you want to synchronize your data with the other users in the group Any section that has a check in the box next to the title will be processed and synchronized with the a EZ Ena next processing run Sync Processing Settings The Sync Processing settings provide 2 settings The first is Automatic Synchronization which allows you to indicate if you want the automatic sync engine to disengage If it is checked the sync engine will not run on its own if it is not checked then it will syn
36. 9 BETA Daily Calendar Report The Daily Calendar Report provides you with a detailed display of all of the appointments for a single day This printout gives you as much detail as possible for appointments within the system If you are using a color printer the daily calendar report will be printed with high quality clarity Calendar Overview Report Hid Schedule Printing Manager Print Schedule Printout Specifications Printout Type Daily Calendar Printout Printout Start E 4 2004 Printout End Printout User 5 Tom Kulish m Print Calendar Done Printing Printing Directions Monthly Calendar Printout The monthly calendar printout provides a monthly perspective of the appointments that you currently have scheduled for the date range that you choose from above Weekly Calendar Printout The weekly calendar prinout is ideal for long deration and high detail printouts of your schedule Using this printout you are able to select an unlimited date span from above and the system will print one week per page for every week during the dates above Daily Calendar Printout The daily calendar printout provides a detailed listing of the appointments for a single day Use this print view to get a graphical display of a specific day Tom Kulish October 4 2004 The Calendar Overview Report provides you with a monthly listing of your appointments along with a listing of the tasks that you have active
37. 97 0 00 0 00 0 00 Britanna DDWAD1 96 8 041 98 0 00 0 00 0 00 Page 65 10 13 2004 Smart Biz Kit User Manual 0 9 BETA Sales Lead Status Report The Sales Lead Status report provides ES users with a listing of the current leads Sem D A omaa dampe that they have stored in the system Wesley Schiesz This report provides the most highly AR ES E OEE Matt Marcus Gucci Group Returning Business Wesley Schies Customer Software and important lead information so that Technology sales employees can keep track of lr multiple opportunities that are running Semi Nene company Campan Sate Sas Sale Type Ao Britannia Data CONSTRUCTION Returning 20 Discount Office Dana Droter at the same time 3 CONTRACTORS Sore are Donna White From Cold Calling 60 Discount Office Dana Droter Supply Jose Arias Refferals 20 Discount Office Dana Droter Supply Personal Average Monthly Sales Report The Personal Average Monthly Sales Average Monthly Sales Report report provides you with a listing of all Report Fiter and Sorting Options Choose agent to display Entered date filtering of the customers for the sales manager e o w Taran Select agent from above to display their results below Select a date range and check Use Date Constraints to filter the results by date entered listed in the drop down at the top of the saoo a C By Contact First Name By Contact Last Name By Company Name C By Contact City C B
38. Agent The Sales Agent selection allows you to choose the user that owns this contact The owner of the sales lead is the agent that will receive all of the tracking credits for each of the activities that are tracked through the sales process This can be changed at any time to a different user Campaign Management Campaign Management allows you to track specific sales and marketing activities that you execute For example if you run a newspaper ad in a new paper you can add that as a new campaign and then as leads and sales start coming in from new clients and sales the smart Biz Kit automatically tracks the activity and reports on the success or failure of the campaign Sales Lead Report The Sales Lead Report provides a complete listing of the currently active sales leads that are stored in the system The report can be activated from the Reports Sidebar Tool or from the top of the Sales Management Board Sales Forecasting This feature will be active in the system soon Please check back to this manual in a future version to see a complete description of the Sales Forecasting Tools Page 29 10 13 2004 Smart Biz Kit User Manual 0 9 BETA Chapter 4 Schedule Manager One of the most versatile tools in the smart Biz Kit is the Schedule Management engine that is a powerful group management solution that can organize and optimize operations and scheduling for an entire company Schedule smartBizKit 2 0 1 0 103 BETA Bus
39. Completed E mail Sent To do Done Meeting Not Held controls will load on the right side of the screen To delete the communication type place a check in the box that is to the left of the red Delete Communication Type text Company Type Management Company types drive the company management system These types are used to organize and monitor company information into types This is normally a market or industry the company belongs to To add a new company type click the Add a new Company Type link and the system will create a new template record To edit any of the company types double click on the name of the i Admin Company Type A Admin ti Type e i ie othe pi edio i i mis 3 al a ently have administr abiltie To edit any of the users below ae end thei settin rae vila pes inthe Tight wi indow and will Sl idol u to edt them their hd e a pi oe thal oh spat stre ay tm so do Ela E AiE Curren t Company Types Add a new Company Type Type Software Development T Delete Company Type type and the edit controls will load on the right side of the screen To delete the company type place a check in the box that is to the left of the red Delete Company Type text Contact Type Management Contact types drive the contact management system These types are used to organize and monitor contact information into types This 1s normally the position the contact holds at the company To add a
40. Management Locator After o on 1 the Projects Uin from the top main toolbar of the smart Biz Kit you will be presented with the Project Management Locator This will provide you with 5 tabs to choose from The tabs are as follows My Projects Tab Group Project Manager The My Projects Tab provides a listing of all the appointments that are assigned to you You can Gees Ti sort your project list by clicking on any of the tn S700 A column titles You can also add a new project by pezega meani M ks 7 30 2004 NA QUARTERLY GOALS 8 23 2004 NA clicking the New button from the toolbar above New Poe az52004 NA the project listings 10 000000cwmd U0 o a My Tasks Tab The My Tasks Tab will provide a listing of all the tasks that are stored and active in the system that are currently assigned to you You can access any of the tasks by double clicking on the title of the task All Projects Tab The All Projects Tab will display a listing of all of the projects that are currently listed as active in the system for your group You can access any of the projects by double clicking on the title of the project All Tasks Tab The All Tasks Tab will display a listing of all of the tasks that are currently listed as active in the system for your group You can access any of the tasks by double clicking on the title of the task Page 49 10 13 2004 Smart Biz Kit User Manual 0 9 BETA Support Tickets Tab The Supp
41. SH gt gt Report Selector Tool Agent Name 1 Alice Dixon 7 21 2004 7 7 42004 Y Date Start Date End ElS Pin D A BO a poz z 4 W E EI GR E Le TUE DE ECON TIE DE Purchase Activity Report Alice 7 6 2004 2 39 00 PM BETCO INC M 011174 Entered 7 6 2004 2 39 00 PM InvoicelD 145809 Quant Amount 5 98 Balance ID item Hame 164282 UNWSL 53693 FILE WALL ADD ON LTR SKE 1 J 164174 0 0 t BRYANT ELECTRIC SUPPLY M InvoicelD 142872 0111821 Entered 7 5 2004 2 39 00 PM ID Item Hame Quantity Amount Balance 162365 MEAD 06622 NOTEBOOK 11X8 5 100 SHT 5 249 5 The System reports are all reporting on data from the System These reports are all available from the Main Sidebar Toolset User Record Count Report The User Record Count report provides a quick report of the number of contact records that are stored in the system This report will contact total records for other areas of the system in the near future This report will print clearly from almost any printer on the market Count of Records in the system by user y 172 O ERA ED Count of Records in System E ein OB q aji SEAS Britanna ADCHOS Contacts 0 Britanna DDDCO1 Contacts D 4 Britanna DD 4D1 Contacts 0 a Britanna PWESO3 Contacts 0 Alice Dixon Contacts 744 Dana Droter Contacts 225 Dawn Ward Contacts 73 gt Jim Traylor Contacts 288 Krista Grimes Contacts 5
42. Smart Biz Kit User Manual 0 9 BETA Information at your finger tips smartBIZKAIt The Networked Business Software with Sales Intelligence 22323 Microsoft Windows Installer Smart Biz Kit User Manual Version 1 0 Last Updated 10 13 2004 Page 1 10 13 2004 Smart Biz Kit User Manual 0 9 BETA Table of Contents Introduccion to te BR asi ico O 7 Sales WANA E AS AS EA A 7 Caliente sala saseac red aco vaiaell vat waei A A R 7 CUSTOMENSELVICS ASEOS adds 8 Corporate Adital SW ANAC CES ias 8 Chapter l Smart Biz Kat User Interface ii ao 9 Global Navigation Toolbar unicidad 9 DESEO COM iio ia 9 Contacts do 10 E rs e rl e a erties 10 Senealle ICON iii ein 10 Email 66 opener eee ae eee ne ne Re are Ree ee ere rere 11 Documents COn ost 11 NA A O 11 Notes COM e o Eee a ds 12 ACI Om 12 Messaco COM ta tio ies 12 SINE ICM dada dia 12 Global Sidebar Toda 13 History Mana se ment TO AA E E tories 13 Reports Manasement Tool a en eden atase 14 System e AO enn T E E eiica teueseumeocat nace 15 Group Desktop Tool ada 16 Sales Mands ementr iii 16 Emal Manice men esai Lannea eicaiaaieen i heres nn hous 17 Quick Link Navi diria icon 17 SCHEGULE Manacor ire 17 Project Task Mana ente 17 Demo INOMMCALON Ada sd 18 Chapter t2 Contacte Mana ce ment da daa 19 Contact ntormaton LOC ds seems 19 Contact Records Taba iso 19 Company List Tabo a cono 20 Optimized Prospect List Taba Sebetusinedt e a a Sadetavenedtexaiis 21 Con
43. Task Time Management Tool is essentially a stopwatch It 1s designed to allow any member of the group to click the start button to activate the timer When activated there will be a small clock window that will appear at the top of you screen The window will display a stop button and will also detail the time spent on the task When a user clicks on the stop button they are required to enter a note that describes what they did on the task during the time This allows the Task Time Detail tab to provide in depth information about the time spent on the task Service Ticket Tool The Service Ticket Tool provides users with a comprehensive set of tools for storing your issue a NE sales lead report not functioning properly reports By storing service tickets the system can Poet fomansizkr2o help you reduce response times ensure reliability Drigional Task A Owner 21 Wesley Schiesz Manager 21 Wesley Schiesz and improve communication with the clients Status acoaped Pity Description the sales lead management report needs some work lt needs a cover toolset and it needs to be grouped better Service Ticket Editor Information Time Details Resources Medium Ticket Information Tab The Ticket Information tab allows you to edit the primary information pertaining to the ticket The information is as follows Title This stores the title for the ticket Page 52 10 13 2004 Smart Biz Kit Us
44. a favorite meeting or not Use Cost Tracking Cost tracking tools allow you to create an invoice for this appointment and place specific charges for this appointment Auto Communications If this is checked the system will automatically create communication records for specific events that transpire with this appointment Task Link The task link allows you to link a task to the appointment You can achieve this by clicking on the link to add a new task Then select the task from the list of currently active system tasks to link it to the appointment Complete Appointment Button The Complete Appointment button allows you to complete the appointment In order to complete this process of completing your appointment you will need to enter a communication record pertaining to this appointment Please read about the communication records in the previous chapter Page 38 10 13 2004 Smart Biz Kit User Manual 0 9 BETA Remind Me Option If this is checked then the system will provide you both an automatic email on the morning of the appointment and also a popup computer window will prompt you exactly at the date and time that specify in the Remind Me Date Remind Me Date This is the date and time that you want to receive your reminder Employee Attendees The Employee Attendees controls are designed to allow you to schedule a single appointment for as many of the system users as you want to By simply adding a check next to the agent s n
45. agemen sync engine manager For complete information on the Reports Management functions and the reports themselves please read Chapter 12 for complete information Page 14 10 13 2004 Smart Biz Kit User Manual 0 9 BETA System Help Tool When you need assistance with the operation of the smart Biz Kit you can always refer to this manual or you can use the System Help Tool that 1s available on the left side of the smart Biz Kit screen no matter where you are in the system Searching for System Help If you click on the Blue Help button on the sidebar you will be presented with the starting point for finding answers to your questions about the system You will see a box that reads Type your question here In this box you will want to type in your Help System O e The smart help system was designed to 17 allow you to easily locate the information O that you need to find help with your issues as soon as possible To use simply type Xx your question into the Help Genni above Type your question here Search For Help Smart University Coming soon Smart University SU is our newest product SU provides training for all of pour needs Owners take our owners training levels 1 2 and 3 for complete knowladge of what you can do with your smartBizKit Administrators Managers Sales Reps Call Center Agents Remote Reps and Service Agents can all get highly specific training using out Smart Unive
46. ager provides a listing of all of the document folders that are available You can click on the link for Create New Folder to add an additional folder or click the title of a folder to view its contents on the right side of the screen Document Listing Manager The Document Listing Manager displays a listing of all documents that are in the folder that is selected on the left side Document Folder Manager Each document that is listed also displays the file size the date created and the date last modified To access or edit the settings for any item simply double click on the title Page 47 10 13 2004 Smart Biz Kit User Manual 0 9 BETA MyBizDocs Windows Desktop Folder The MyBizDocs windows desktop folder 1s direct access to the documents from your group document management i dl system You can also reach this folder using windows My Documents My Biz Docs explorer or the save as and open file options from all windows applications By clicking on the MyBizDocs mm ES folder on your desktop and displayed as the upper right a EJ My Network Met Biz Kit 2 0 Places icon in the image on the right you will activate the Microsoft windows explorer with full access to all of the documents in your system CL qa My Computer SEE 2 0 Llse f P search gt Folders Address C Program Files Smart Technology docbin Size Type Date Modified File and Folder Tasks Corporate File Folder 10 4 2004 1 37 PM a P RE TEAR nes
47. ame an appointment is automatically scheduled on their calendar Contact Attendees This control lists all of the contacts that will be attending this appointment By adding a contact to the list this appointment will appear under their contact record Notes Appointment Tab This feature will be available on a future version that will be released soon Please check back soon for more information Agenda Management Tab This feature will be available on a future version that will be released soon Please check back soon for more information Billing Management Tab This feature will be available on a future version that will be released soon Please check back soon for more information Appointment Recurrence Manager If your appointment will have a recurring Start 08 00 AM End 03 00 PM Length 420 minute s schedule you can configure the appointments eee zs le Every ays recurring properties by clicking on the recurrence C Weekly C Ever weekday C Monthly button on the top of the appointment editor The recurrence manager provides advanced scheduling ee eine controls that allow you to configure the pattern C Endater T oscuences C End by 10 11 2005 y and the range of your recurrence Once you are al a finished configuring your options you can click the Save Recurrence button to save the pattern to the appointment Once a recurrence pattern has been safely recorded the appointment editor will di
48. appointment editor will appear The appointment editor 1s described in detail later in this chapter Please read on to get a full description Delete an Appointment to delete an appointment from the calendar simply click once on the appointment and then press the Delete button on your keyboard You will be prompted before the item is deleted You can also delete an appointment by clicking on the X delete button on the appointment editor Copy an Appointment to copy an appointment from the calendar simply hold down on the control key on your keyboard CTRL and then click on the appointment that you want to copy and drag it to another time You will be prompted before the copy of the appointment is saved on your screen Move an Appointment to move an appointment on your calendar simply click and drag the appointment from one time to another If you want to change the duration of the appointment simply click on the bottom of the appointment and then reduce the size of the appointment You can also increase the size of the appointment using this technique Page 32 10 13 2004 Smart Biz Kit User Manual 0 9 BETA Work Week Calendar Screen The Work Week Calendar Screen displays a SAFS E tawe A eae a onday uesday Wednesday Thursday Friday 04 Oct 2004 05 Oct 2004 06 Oct 2004 07 Oct 2004 08 Oct 2004 full five day weeks worth of appointments A on the screen at once The screen 1s E 2 gt scrollabl
49. arge The following services are provided on our web site Extensive searchable product knowledgebase Online product documentation User support forums and message boards User Developer and Manager mail lists that provide direct contact with the system developers Please visit our web site for more information on our products and support services E Smart Technology for brilliant solutions Microsoft Internet Explorer joe gt gt A f File Edit View Favorites Tools Help Q e X gt E 2 eo Address http ba gJ co Google x E Search Web ge PageRank Eh 675blocked E AutoFill a Options 4 smart Visit Home Page Home Page Products Support AboutUs Contact Us Innovation from Inspiration smartBizKit 2 0 Remote Business Automation Solution The smatBizKit Remote Business Management System RBMS provides a complete set of tools that help optimize communication penetration and retention of customers accounts Using this software any Information business can allow their employees to work from remote while still having real time access at your finger tips to all of the important business information that helps drive successful sales Managers will enjoy easy management of remote employees and proactive monitoring abilities that combine to allow powerful teamwork despite large physical distances more Mission Statement Smart Technology is focused on producing enterprise q
50. as depre ca 37 Task List Management SEEM AE AAA AA A 37 Appomtment Editins ToO Ss R ean eee 38 Genera APpponmtmical Lab AAA AAA 38 Notes A DPOimUMent a o asias 39 Agenda WViana semen La Ne RT eM A Tr een re 39 Billing Mana cement Tab ida 39 Appointment Recurrence Manage cccsessssecccccccseeessseeecccccesaeeesseseececeessaeeesses 39 Calendar Printing Mana als dde 40 Monthly Calendar Repor sesi as 40 Weekly Calendar REDO serino aA ia isis 40 Pally C alendar REPO aona a 41 Calendar Overview REDOT iii 41 Chapter tos Emall Mando ara vasaeninedleralsinaeuniecatinlit aseeniaeien siondveisisees 42 Mam sca Fell ED od 42 A ene ners Cone ange ot aes eee RRS on enn ee nee ee ena nr en 42 COMPOS Cua cs 42 Contactanos 43 REP Snap 43 A fee nae reas has hee sate Gerais has cesta Acree eae Aes 43 O 43 PB AA e a cess a 43 SPAM a ii 43 Folder Mana mentos ie aa le it 43 Message Listino Manara idas 43 Email Sidebar Toni as 44 Page 3 10 13 2004 Smart Biz Kit User Manual 0 9 BETA MIS 1016 00 1 and bd dao ass 44 RESP Se Sasi ed nc ats eat deeaverce 44 View RUGS E 44 NMICW SOLVES a 45 Emal Viewer MMU ON oia 45 Smart SPAM Fiten iS csi AA A T 45 Chapter 6 Document Manas ef icilentsissiveenuvaeth e e a 47 Group Document Manado eF osceno E O A 47 Document Folders Manas er e e EE EA ean eouuass 47 MOC iin mt Ts hs Mand ei aaa 47 MyBizDocs Windows Desktop Folder oooooocccccncccocononoccnnnnnnnnnononncnocnnnnnononanine
51. at have been recorded in the system You can choose which users to display from the Users selection that is located under the Users tab After changing this option you will be able to view either appointments on your calendar or a listing of task times that have been recorded for tasks in the Project Management system You will be able to use any of the standard views to display your task times history Page 31 10 13 2004 Smart Biz Kit User Manual 0 9 BETA Daily Calendar Screen The Daily Calendar Screen displays only a oo TER single days worth of appointments on the Toni screen at once The screen is scrollable and begins at midnight and continues until midnight the next morning You can move to a different day by using the Date Selector control on the left of the calendar Create an Appointment to create a new appointment simply left click on the start time that you want the appointment to begin and hold the mouse button and drag the mouse to the end time while holding the mouse button When you let go of the mouse button the system will create a new appointment and allow you to edit it e 00 You can also create an appointment at any time by clicking on the Add a New Appointment link that is located on the left side of the calendar screen Edit an Appointment to edit an appointment that is already stored in the system simply double click on the title of the appointment on the screen and the
52. ay be notified that an area is not available if you are not connected to the Internet during use of the Admin functions For more information on the Administrative Functions of the smart Biz Kit please read Chapter 9 in this manual Message Icon The Message Icon activates the Smart Instant Messenger Tools that provide all users of the smart Biz Kit with Instant Messaging capabilities between any remote users of the system These tools Message provide a basic tool of Instant Messaging with the addition of communication tracking that 1s directly tied into the Contact Management functions of the system For more information on the Instant Messaging functions please read Chapter 10 in this manual SYNC Icon Al The SYNC Icon activates the Database Synchronization engine pa that manages all of the data that is transferred between users of the group system Using our unique data management controls and technologies our system 1s designed to move protect and Si optimize data like no other system on the planet The SYNC icon provides access to all of the tools that are needed to keep your data and your software up to date Page 12 10 13 2004 Smart Biz Kit User Manual 0 9 BETA Global Sidebar Toolset y smartBizKit 2 0 1 0 103 BE a File View Tools Help The Global Sidebar Toolset was designed to provide access to three of the most important tools in the system from any screen in the in Daca Tr entire smart Biz Kit Thi
53. c every time the timer passes the amount of time listed under the duration setting The duration setting determines the amount of time between sync processes It is set to record in a minute s fashion The duration trigger works as follows 1 When a user logs into the smart Biz Kit the counter starts at the number of minutes that are stored here 2 If the system stays open for the duration of time listed in the second setting then the sync engine will be started again 3 The timer starts again the next time the system restarts Page 71 10 13 2004 Smart Biz Kit User Manual 0 9 BETA Chapter 13 Support for issues Believe it or not we don t get asked about support much Our products are designed to be self explanatory and of the highest quality Just in case you do need support with anything we are here for you anytime We have designed our support services to accommodate everyone from an IT developer to a general system user We offer basic support services with our service subscriptions and provide the highest quality enterprise support services that are available 4 7 365 No matter what your needs are from our products our support engineers are constantly working to make things better for you We are the world s most effective developers and engineers in the business automation industry Basic Level Support Every user of our SMART BIZ KIT software is granted full access to the basic support services of the SMART
54. cl a DE Aba bhie i oe ATTA E T k A T m al P Bee ree A ll oy F Ba HE E iil of a ok r i m 2 m y g bi bF j o oom Sales Management The Sales Management desktop toolset provides quick OCES to s Sales Leads Jou Sales Powell ALWAYS ONLINE 63737 2139 ESPEY COUR Stats and Graphs and your personal Sales Hace fuec Grop 2 eA Goals The Sales Leads tab will display a listing of all of your currently active sales leads Use this as your starting point to all of your sales opportunities in the system Sales Management For more information on the Sales Management functions and tool please read Chapter 3 for complete details Page 16 10 13 2004 Smart Biz Kit User Manual 0 9 BETA Email Management The Email Management desktop toolset Email Management i olders Templates provides statistics on how many records that you have in your database Each Folder that is listed will display the number of records that are new and have not been read and then the second column will display the number of records that have been viewed The templates section allows you to create single and bulk emails starting from an Email Response record Quick Link Navigation The Quick Link Navigation toolset provides several links to some of the important functions tools and areas of the system Simply click on the title of any item that is in the Quick Link Navigation window to
55. d in the system will not appear on this list Items that were left opened will be displayed on the list View Today s History By selecting the View Today s History option the system will display all of the history items that were opened today Only today s items will be displayed and the items can be closed or still open View All History By selecting the View All History option the system will display all of the history items that are stored in the system Both opened and closed will be displayed in the history list window Page 13 10 13 2004 Smart Biz Kit User Manual 0 9 BETA Reports Management Tool The Reports Management Tool provides an organized listing of all gt of the reports that are available in the system To view any of the pee oe ar 7 reports simply click on the report title and the report will launch ce on your screen after loading all of the data for the report PRE E a Agent Sales Lead Tracking Report Agent Communication Annylsis Report Once the reports are displayed there are additional filtering and Selene Rept o sorting options at the top of each report that will allow you to Le adjust the way that the reports display the data on the screen ee There is also an integrated printing manager that prints high quality Peis managemen reports to any printer on the market o Min Accounting Management Raw Daily Sales Report All report data is real time from the last time that a user runs their Accounting Man
56. dar view you can view multiple users on the screen at one time For each user that you select from the left menu and place a check next to their name a new column will appear for each day with their name on the top of it Create an Appointment in this calendar view you can only create an appointment by clicking on the Add a New Appointment link that is located on the left side of the calendar screen Edit an Appointment to edit an appointment that is already stored in the system simply double click on the title of the appointment on the screen and the appointment editor will appear The appointment editor is described in detail later in this chapter Please read on to get a full description Delete an Appointment to delete an appointment from the calendar simply click once on the appointment and then press the Delete button on your keyboard You will be prompted before the item is deleted You can also delete an appointment by clicking on the X delete button on the appointment editor Copy an Appointment to copy an appointment from the calendar simply hold down on the control key on your keyboard CTRL and then click on the appointment that you want to copy and drag it to another time You will be prompted before the copy of the appointment is saved on your screen Move an Appointment to move an appointment on your calendar simply click and drag the appointment from one date to another If you want to c
57. e Dixon Date Range 10 1 2004 10 12 2004 a Total Invoices 95 Total Sales 20 418 22 Customer Entered LastBuy Invoices Charges _ invoices and a total count of sales at ama A e TN ALEXANDER CHILDRENS CENTER M 61985 06 8 2002 10 05 2004 1 55 89 the top of the report E BAYADA NURSES CHARLOTTE 62114 121 5 2000 10 05 2004 1 143 41 e This report includes a Save ad a PDF Document link Clicking this report will generate a pdf file from the results of this report Page 64 10 13 2004 Smart Biz Kit User Manual 0 9 BETA Agent Sales Lead Tracking Report The Agent Sales Lead Tracking report 1s designed to provide an overview of the current Sales Leads and what levels they are currently stored at For any Sales Level that is configured in the system the report will list it out on the top of the report The report body lists each user from the system and displays a count for the of records that are currently stored for that specific user The report is limited to a maximum of 25 sales levels Agent Sales Lead Tracking Report ElSrm amp G B ahoz z A fy E Q Q MESTE Tei t ee OE EL E i Ghi AE A ie ie I ee Po ia jee i 2 eE Agent Sales Lead Tracking Report o pu pu o o o v v o o pu o o 4 E E E E E E E E E E E E E oO 0 0 0 0 0 0 0 0 us 0 us 0 Sie le ll le Se 51 z Alice Dixon LAA ATAR AE 4 Britanna ADCHOS5 0 0 a 0 0 0 0 0 D 0 0 0 0 0 a 0 0 Britanna DDDCO1 0 a
58. e and begins at midnight and asset J3 continues until midnight the next morning TEE Tesim Tesini m You can move to a different week by using 42 the Date Selector control on the left of the T a a e OOJ 1480 Teaching Krista 1538 Smart 1532 Lunch A 1535 Lunch A dadas A Pp 4 1531 Gucci Install Using this calendar view you can view T 162 Gucci Setup rae multiple users on the screen at one time For m each user that you select from the left menu and place a check next to their name a new column will appear for each day with their name on the top of it Create an Appointment to create a new appointment simply left click on the start time that you want the appointment to begin and hold the mouse button and drag the mouse to the end time while holding the mouse button When you let go of the mouse button the system will create a new appointment and allow you to edit it You can also create an appointment at any time by clicking on the Add a New Appointment link that is located on the left side of the calendar screen Edit an Appointment to edit an appointment that is already stored in the system simply double click on the title of the appointment on the screen and the appointment editor will appear The appointment editor 1s described in detail later in this chapter Please read on to get a full description Delete an Appointment to delete an appointment from the calenda
59. e record To T Dee Tis usin edit any of the prospecting questions double click on the name of the question and the edit controls will load on the right side of the screen To delete the prospecting question place a check in the box that is to the left of the red Delete This Question text 15 25 50 100 250 500 1000 5000 Page 58 10 13 2004 Smart Biz Kit User Manual 0 9 BETA Contacts Settings Tab The Contacts Settings tab displays the administrative tools that pertain to the Contact Management tools of the system The following tools are available Communication Type Management Communication types drive the advanced notes management system These types are used to organize and monitor activity between company employees and company clients To add a new communication type click the Add a new Communication Type link and the system will create a new template record To edit any of the communication types double click on the name of the type and the edit Admin Communication Type This ent tool allow eine and their ene thea oe sin e system e ps e ae spit editor kelon viso a of the is tha pe ae ethe abit tom nage This abies ee edit any of the users below imply dou ible Gack on the name in the eft indem and thei satin ings will a paa nte right window and will allow TH uto S then Communication Type Info Name Meeting notes Description f1 ote Letter Sent PRE QUALIFIED Call
60. ea RFR gTFRERRAS SRR treRRBRP FST STH SRL APPT 55902985 pavx t lt lt ctreeaepekiuant tr lt x Fos amp a 7223 a zRRS DAA ADA PPP eee pP TA El II er ee re nee se6Gesececececececcescecececsececececsae s E A 4 SIBAIOS M JA The main advantage to this type of system is that Spammers cannot reply to authentication messages So these emails are restricted and locked out of the system and only good messages are sent to your inbox Main Email Toolbar The Main Email Toolbar is located at the top of the email controls This toolbar provides the ability to perform the primary functions of the email section from one place This i Pan 3 a m E toolbar will E Aa Da 5 A a sometimes change ben A LA l a ies to provide users Get Mail Compose Contacts Reply Reply All Forward Delete SFAM with the reverse operation such as Un Delete and Not SPAM which reverse their respective counterparts Get Mail The Get Mail button starts the sync engine and checks for and downloads only the email data Compose The Compose button will launch the email creator tools and will allow you to send an email to an email address Page 42 10 13 2004 Smart Biz Kit User Manual 0 9 BETA Contacts The Contacts button will launch the Contacts Locator control Using this tool you will be able to drag and drop contact information from the Contacts Locator to the Ema
61. ent version If 1t 1s not then an update window like the one displayed above will be displayed Because the SMART BIZ KIT system 1s designed as a group system it is imperative that all systems are running the same version to keep all of the data in the same structured layout When your system begins a sync process it will also check to confirm that your system 1s running the current version This is required in order to ensure that the sync process can complete correctly You will also be prompted with the update window as shown above when it is detected that your system software is out of date When the Update Notice window appears you have the ability of waiting until later to complete the update or you can click on the Update smart Biz Kit Software button to start the Update process immediately Updating the system software takes approximately 3 minutes using a standard DSL Internet connection A faster line will take less time and a dial up line will take approximately 10 minutes to perform the update process While the update process is taking place i you will see an update window as it sm art B izKit U pd ate e Please wait while we update your software to ea on the 280 ae ae y the newest version Thank youl contains a status bar that indicates the progress during the update Depending LTT Ty on what updates have taken place to your SMART BIZ KIT system there may be a need to update the data that is in the database on
62. er Manual 0 9 BETA Project This stores the name of the project that this ticket belongs to Original Task The stores the name of the original task that caused this error Owner The Owner indicates who this ticket is assigned to This agent is responsible for all aspects of the ticket and 1t will appear on their desktop project management controls Manager The Manager indicates who this ticket is reported to This agent is will receive update notifications about the status of this ticket Status The status indicates the current level that the ticket record is at This is a predefined workflow for the tickets Priority The priority indicates the importance of this ticket You can sort your ticket lists by priority and use this control to organize your items accordingly Description The description is a detailed accounting of what the ticket is about Use this area to store any information that cannot be stored in other fields on this tool Ticket Time Detail Tab The ticket time detail tab provides a listing of the recorded ticket times for the current ticket Each time will include a description of the activities that took place You can double click on the ticket time to edit the specific time frames that are stored Ticket Resources Tab The Ticket Resources tab will provide a detailed listing of the resources that are assigned to this ticket This can be used to track time requirements and resource forecast
63. er page for every week during the dates above only print on a single page and will a ee automatic ally format to fit almost Dread i cian da rie view to get a graphical display of a specific day any printer on the market Weekly Calendar Report The Weekly Calendar report E Schedule Printing Manager provides a wide set of boxes for each Frnt Schedule Printout Specifications Printout Type Weekly Calendar Printou day of a seven day week This Pintos Stat STN Printout End 4 SS printout is the most effective printout times f for sales Managers and users that Print Calendar Done Piinting travel without a laptop computer PiningDiecions Monthly Calendar Printout The monthly calendar printout provides a monthly perspective of the appointments that pou currently have scheduled for the date range that you choose from above Weekly Calendar Printout Weekly view provides the most The weekly calendar prinout is ideal for long deration space of any of the calendar reports pipi span from above and the system will print one week an d c an als O prin t mul tiple p age S for per page for every week during the dates above Daily Calendar Printout The daily calendar printout provides a detailed listing full month Sp an printin g of the appointments for a single day Use this print view to get a graphical display of a specific day Page 40 10 13 2004 Smart Biz Kit User Manual 0
64. erous sorting and con filtering options you can export the report to pdf files or xls files Sales Management Agent Sales YTD Comparison Report EE and you can print high quality reports on almost any printer pon pt o ml Agent Communication Annylsis Report Agent Sales Comparison Report Project Management Current Tasks Report Sales Lead Status Report Report Filter and Sorting Options Personal Average Monthly Sales Report Choose agent to display Entered date filtering Personal Customer Retention Report ent Name NETA 5 a Ejo zi Personal New Business Report Select agent from above to display their results below Select a date range and check Use Date Constraints to filter the results by date entered Sorting Options Schedule Management By Contact First Name C By Contact Last Name By Company Name e By Contact City C By Contact State C By Contact Zip Schedule Listing R eport B S ein pa amaahnos yi ap pack Project Management SARE Project Task Report Project Time Accounting Report Active Service Ticket Report Accounting Management Raw Daily Sales Report Accounting Management User Record Count Report espone by partitio 7 19 2004 7 19 2004 Split auto email 7 19 2004 Need to create adyanmic auto email response admin section As well as go through each of the scripts that auto email and add a parition to those sections General Reporting Toolbar The General Reporting SAGE Toolbar i
65. ey on your keyboard CTRL and then click on the appointment that you want to copy and drag it to another time You will be prompted before the copy of the appointment is saved on your screen Move an Appointment to move an appointment on your calendar simply click and drag the appointment from one time to another If you want to change the duration of the appointment simply click on the bottom of the appointment and then reduce the size of the appointment You can also increase the size of the appointment using this technique Page 36 10 13 2004 Smart Biz Kit User Manual 0 9 BETA Edit List Calendar Screen Title Start End F tem User Duration ze Steph Back 8 29 2004 1200 00 PM 8 29 2004 1201 00 PM_ Tom Kulish 1 a Test Soporte 8 17 2004 10 30 00 4M 8 17 2004 11 00 00 4M Tom Kulish 30 New Appoin 8 19 2004 6 00 00AM 8 19 20046 30 004M Tom Kulish 30 The Edit List Calendar Screen displays all Of attiior o iman samirana Tonkan a Franks Birthday Party 8 21 2004 9 00 00 PM 8 22 2004 1 00 00AM Tom Kulish 240 New Appointment 8 17 2004 6 00 004M 8 17 2004 6 30 00AM Tom Kulish 30 the curre ntly ac tive app ointments on the Scrubs 8 31 2004 9 25 00 PM 8 31 2004 10 00 00PM_ Tom Kulish 35 Poker Night 8 25 2004 7 00 00PM 8 25 2004 11 30 00PM Tom Kulish 270 Indoor Soccer 8 26 2004 8 30 00PM 8 26 2004 10 30 00PM Tom Kulish 120 Taking angela to airport 9 1 2004 6 00 00 AM 9 1 2004 8 30 00 AM Tom Kulish 150 screen at once T
66. filters that keep out unwanted emails The system also includes easy to use response engine and database tools automatic email inbox protection and more Click the Email Icon from the top main menu to activate the Email Management tools Please read chapter 5 for complete directions on the use of the Email Management tools Documents Icon F The Documents Icon opens access to the Document Management tools in the smart Biz Kit The Document Management tools provide a central document storage location for all of the users Documents within your group Using this system you can create a document on one computer then save it into your MyBizDocs folder that is located on your desktop then run a database sync and your document is automatically distributed to everyone within your group The Document Management functions are integrated into numerous other tools within the smart Biz Kit including the Scheduling Management Project Management Contact Management Email Management and more Click the Documents Icon from the top main menu to activate the smart Biz Kit Document Tools You can also open the MyBizDocs folder that is on the Desktop of your Microsoft Windows screen Please read Chapter 6 for complete directions on the use of the Document Management tools Projects Icon 7j The Projects Icon activates the Project Management tools in the smart Biz Kit and presents the user with a record search tool that helps you locate Projects Task
67. from anywhere in the system and we brought them to the top level of the navigation controls We then created both a Global Navigation Toolbar that resides on the top of the screen and also a Sidebar Toolset that provides the secondary Global navigation functions History Reports and Help that are essential to daily use of the system All of these functions are detailed below and provide instant access to the most important areas in a single click Global Navigation Toolbar The global navigation toolbar contains all of the functions that you will need to access the most important functions of the system No matter where you are in the SBK system this toolbar will appear G Pla a a 4 41 ta on the top Desktop Contacts sales Schedule Ema Documents Projects Hotes Admin Pies gi SIM of the screen You can immediately access any of the areas of the system with one click from this menu The following is a breakdown of each of the options on this toolbar Desktop Icon The Desktop Icon provides access directly to the desktop summary section of the system This area was designed to provide a brief overview of the entire system in one area The Desktop desktop screen is broken down into specific sections where you can view the most important information from each section in a single place Users frequently visit this page and area to get an overview of the entire system from a single glance on a single screen The Desktop section is de
68. hange the duration of the appointment simply click on the bottom of the appointment and then reduce the size of the appointment You can also increase the size of the appointment using this technique Page 35 10 13 2004 Smart Biz Kit User Manual 0 9 BETA Day List Calendar Screen aa A PA October 2004 The Day List Calendar Screen displays only a single days worth of appointments on the screen at once The screen is scrollable and begins at midnight and continues until midnight the next morning You can move to a different day by using the Date Selector control on the left of the calendar Create an Appointment in this calendar clicking on the Add a New Appointment link that 1s bestia on che left side of the calendar screen Edit an Appointment to edit an appointment that is already stored in the system simply double click on the title of the appointment on the screen and the appointment editor will appear The appointment editor is described in detail later in this chapter Please read on to get a full description Delete an Appointment to delete an appointment from the calendar simply click once on the appointment and then press the Delete button on your keyboard You will be prompted before the item is deleted You can also delete an appointment by clicking on the X delete button on the appointment editor Copy an Appointment to copy an appointment from the calendar simply hold down on the control k
69. he screen is scrollable and s SO ania UEA Tonki x Soccer 9 19 2004 10 00 00AM 9 19 2004 1200 00PM_ Tom Kulish 120 Soccer 9 26 2004 8 30 00 AM 9 26 2004 10 00 00AM Tom Kulish 30 JE S ort able by any of the column he aders Y ou Soccer 10 10 2004 8 30 00 AM 10 10 2004 10 00 00 AM Tom Kulish 30 Soccer 10 12 2004 9 00 00 PM 10 12 2004 10 30 00 PM Tom Kulish 90 p Lun 9 2 2004 12 00 00PM 9 2 2004 2 00 00 PM Tom Kulish 120 Referee CYO 9 4 2004 9 00 00 AM 9 4 2004 10 30 00 4M Tom Kulish 30 can move to a differ ent day by u sing the Referee CYO 9 4 2004 10 30 004M 9 4 200412 00 00PM Tom Kulish 30 Referee CYO 9 4 2004 12 00 00 PM 9 4 2004 1 30 00 PM Tom Kulish 30 New Appointment 8 29 2004 6 00 00 PM 8 29 20046 30 00PM Tom Kulish 20 D ate S elector C ontrol on the left of the Dana 9 3 2004 7 00 00PM 9 3 2004 11 30 00PM_ Tom Kulish 270 Alison 9 4 2004 9 30 00 PM 2004 Tom Kulish 150 Angela 9 5 2004 5 00 00 PM 9 5 2004 9 00 00 PM Tom Kulish 240 Steph Dinner 9 8 2004 6 00 00 PM Tom Kulish 1080 C a en af a New Appointment 9 8 2004 11 00 00 AM 9 8 2004 3 30 00 PM Tom Kulish 270 test appoint to be deleted 9 9 2004 12 30 00 PM 9 9 2004 2 30 00 PM Tom Kulish 120 Grandfather Birthday Party 9 19 2004 3 30 00PM 9 19 2004 6 00 00 PM Tom Kulish 150 Beckie 9 10 2004 11 31 00 PM 9 11 2004 Tom Kulish 29 managers meeting with S 9 20 2004 3 00 00PM 9 20 2004 5 30 00 PM Tom Kulish 150 g Reviewing Data Issues 9 13 2004 9 00 00 4M 9 13 2004 1 30 00PM Tom Kulish 270
70. he system will configure the communication date and time to the end time of the appointment You can still adjust these settings if you wish Before completing the process of adding a new communication you can also choose to Send a follow up email Schedule a follow up appointment or Enter an additional communication By checking any of these options the system will automatically start these steps for you and will include the information from this communication to get the information ready These steps can save you time Page 23 10 13 2004 Smart Biz Kit User Manual 0 9 BETA Contact Appointment Tracking Every appointment that is scheduled in your ceses do smart Biz Kit has the ability to remember the participants of the appointment These participants are all contact records and when s57 you pull up that contact record in the system you can see all of the appointments ppointments Documents Accounting Sales Leads Customer Support Reports Sales Stats Title information Start End Agent Add New ct 4 that are associated with them This can be used for sales calls service calls and more You have the same ability to show records from the entire company or from just this contact alone The Add New button will active the add new appointment window that is detailed in Chapter 4 To edit any of the appointments that appear in the list simply double click on the title Documen
71. il screens to apply the contact information to the record that you are currently editing Reply The Reply button will create a new email record and will use all of the information from the current record or the highlighted record Reply All The Reply All button 1s the same as the Reply button but 1t replies to everyone from the original email message Forward The Forward button will forward the current or currently selected email record to the address that you designate Delete The Delete button will remove the record from the current folder and place it in the Deleted folder If the record that you are deleting 1s in the deleted folder then 1t will be removed from the system entirely SPAM The SPAM button indicates that the current or selected item is a SPAM message This will move the message to the SPAM folder and will not allow any future messages from this sender to arrive Folder Management l Business Folders The folder management window provides access to each of the Inbox 219 primary folders in the system Next to each of the folders is a count o of the total number of items in each folder To view the items that Sent 1 are stored in a specific folder simply click on the folder name to highlight it and the messages will appear in the Message Listing Manager as detailed below Message Listing Manager The Message Listing Manager provides a range of information about each of the emails that are located in
72. iness I ntelligence System ONLINE LAN Group Schedule Manager all J The system provides a group of different FE File view Tools Help ZET 2 OA calendar view types that represent your Group Schedule Manager IM Show Uncompleted E es a groups schedule In the lower left corner a Of the screen you will see the Users List that will show you each of the users schedule on the screen at once Day List EE Edit List 2 Tasks October 2004 24 25 26 27 28 29 30 3 Z Today 10 11 2004 4 8 00am 1475 dr 10 11 12 13 14 16 16 etegi 1 P FOENIENT 7 z Project Management Tasks and Time Tracking display is available on the main calendar Below we have detailed each of the primary functions of the system ira Lewis 7 Sales Team PA Dl EliJeivicky R S onna Simons 24 25 26 27 28 29 30 Status 10 11 2004 4 58 PM Calendar Display Screen ee ee The calendar display section provides several e cap 309 different views of your schedule information por a A including Daily View Work Week View Full Week m po E View Month View Edit List View Day View Task paee View There is a tab set at the top of the screen that TT as no allows you to change to the different calendar views 1 7 Jes J 31 Each of the sections
73. ing during project planning Page 53 10 13 2004 Smart Biz Kit User Manual 0 9 BETA Chapter 8 Notes Manager The Notes Manager was designed to add a simple sticky note function to the smart Biz Kit system It 1s designed to provide only basic Note Management functions for users EN The following is a description of the primary features of the h L Notes Management system LES X smartBizKit 2 0 1 0 103 BETA Business I ntelligence System ONLINE LAN Notes Management d a m a 4 B ws Desktop Contacts Sales Schedule Email Documents Projects Notes Admin Message ae Notes Ma nageme nt WI ndow _ 0 as The Notes Management Window Testing othe provides the overview list of the i sticky notes that you currently have Testing out the notes from wes system stored in the system The following are available features of the Notes Management system Adding a Note to the system To add a new note to the system simply double click on the white background area that is inside of the notes management window After doing this a new sticky note will appear and will allow you to record your note in the area provided Saving a Note to the system Saving a note to the system is unbelievably simple All you need to do is close the note and the system will save all of your data It s that easy Deleting a Note from the system Deleting a Note from the system 1s even easier When you are viewing the notes boa
74. ion eS A gt management engine for contact he communication tracking In the past CRM oN systems simply provided a notes box for each contact record in the system This notes box quickly became filled with all types of information important and useless and important information was quickly hidden from view by the useless information that simply cluttered the notes window wis i AAA Y Smart Technology developed an advanced way to store track and organize information about a company Communication Notes are simply note records that are stored with a specific type of communication You can for example store notes about a meeting that took place or you could record each call attempt and information about the type of message that you left Page 22 10 13 2004 Smart Biz Kit User Manual 0 9 BETA All of this information can then be viewed at a later time by you or another member of your group This immediately makes client management easy for multiple employees working on the same account as each employee can see when each other have communicated in one form or another with the client Many of the other functions in the system such as Schedule Management and Email Management automatically enter items into this listing when specific functions are triggered within their screens This allows for easy tracking to see when and where they were sent or scheduled activity The Communication Management window 1
75. l show the title of the company the first and last name of the contact and some additional information if it is present in the database for that record Simply double click on the title for a contact record to activate the contact editor screen Company List Tab AET Contact Information Locator Get Help Searching For Contacts The Company List tab allows users to search and organize information by company instead of just contact information The tab also provides o ee advanced search functionality and a sort able Ma eoe E sccm ne ee result set on the bottom of the tab screen e e e O O h feo 123 test dr Callahan Callahan PC 2133 Defense Highway t Ad 685 Fifth Ave 50 Hartz Way Contact Company Search The company search tools on the top of the screen allow users to search the database of company information It allows the search to go through the Company Name the company address city state and zip code phone number and email address 685 Fifty Ave 685 Fifth Ave 685 Fifth Ave Z CD zz nz DD Senge Sse B 9 oF FouQ QT4Pets TIPS TECHNOLOGY 3003 Trinity Dr 2 Contact Record Listing Sorting The results set that appears on the bottom of the Locator Tool 1s fully sort able You are able to easily sort any of the results by simply clicking on the title of the column that you wish to sort by Simply double click on any record to open and activate the contact editor controls Page 20 10
76. les Sales Forecasting and Communication Tracking provide sales managers and Corporate Administrators the information and reporting that they need to stay on top of their sales activities Please turn to Chapter 3 for complete documentation on the Sales Management functions and tools Schedule Icon The Schedule Icon opens the Schedule Management tools that i provide advanced group scheduling tools and reporting Using this section users can view the calendar schedule and task list Schedule of any active user on the system The schedule engine that powers the smart Biz Kit is integrated into many other areas of the system such as Project Management Contact Management Email Management Document Management and more Powerful printing 1s available to provide you with the most important appointment management information on paper Click the Schedule Icon from the top main menu to activate this section and the group calendar Please turn to Chapter 4 for complete documentation on the Schedule Management functions and tools Page 10 10 13 2004 Smart Biz Kit User Manual 0 9 BETA Email Icon The Email Icon opens the Email Management tools that provide a complete interface with all of the email tools that you need to succeed in your business endeavors The Email Management Erm il engine provides you with all of the features and benefits as you would get with Microsoft Outlook but with the added protection of built in SPAM
77. lete button on the appointment editor Copy an Appointment to copy an appointment from the calendar simply hold down on the control key on your keyboard CTRL and then click on the appointment that you want to copy and drag it to another time You will be prompted before the copy of the appointment is saved on your screen Move an Appointment to move an appointment on your calendar simply click and drag the appointment from one time to another If you want to change the duration of the appointment simply click on the bottom of the appointment and then reduce the size of the appointment You can also increase the size of the appointment using this technique Page 34 10 13 2004 Smart Biz Kit User Manual 0 9 BETA Monthly Calendar Screen The Monthly Calendar Screen di splays an E Daily E Work week E Fulweek BI Month EE Day List EEE Edit List 2 Tasks entire month worth of appointments on the screen at once If there are too many gt a 3 30pm 1460 S pm El appointments on a single day the screen will a z 9 00am 1474 Di 5 45 00 9 00pm 1504 2 00pm 1535 Le 12 30pm 1477 9 lt Appointment display a small button that will open a popup ae E window with a full listing of appointments aoa deis for the day You can move to a different rmm 7T day by using the Date Selector control on the left of the calendar J o i 12 00am 1443 Ad 44 Using this calen
78. lows you to edit the general information pertaining to the project itself You can change the status of the entire project from this screen as well by simply adjusting the status Project Resources Tab The resources tab will list any of the agent resources that are assigned to any task or ticket from this project If a project manager has assigned resources and time amounts this screen can be used to total the resources needed for the project Project Time Details Tab The Project Time Details tab provides a consolidated listing of the times that have been recorded under this project This display will include all tasks and ticket items Project Support Tickets Tab The Project Support Tickets tab will display all of the support ticket that are currently active in the system and are attached to this project Page 50 10 13 2004 Smart Biz Kit User Manual 0 9 BETA Milestone Editor Tool The Milestone Editor Tool allows you to add and edit Milestones that are assigned to projects To active the tool simply double click on any milestone from the Project Schedule You can also activate the editor when you add a new Milestone to a Project Task Editor Tool The Task Editor tool brings together all of the tools that managed under a single task The editor provides 3 tabs for General Task information Time History Details and Current Task Resources listing The Task Editor also includes the Start Stop Time Management Controls m Ta
79. m not getting attachments with emails 3 9 9 2004 1 attachments are not coming with the email Email Parser failing SPAM guard Wesley Schiesz 10 1 2004 Tom Kulish The email engine scripts on com are pulling through all of the email messages and are not filtering the SPAM out any longer Tasks section in Schedule area 10 4 2004 Tom Kulish The tasks section in schedule area is kind of misleading It looks like it gives the ability to edit complete tasks That would be a great feature to add Also can you delete a task or just complete recurring appts are notreporting completed with line through them j 10 6 2004 Wesley Schiesz 3 enter description sales lead report not functioning properly Wesley Schiesz 10 7 2004 Wesley Schiesz the sales lead management report needs some work It needs a cover toolset and it needs to be grouped better Page 68 10 13 2004 Smart Biz Kit User Manual 0 9 BETA Accounting Management The Accounting Management reports are all reporting on data from the Accounting Management System These reports are all available from the Main Sidebar Toolset Raw Daily Sales Report The Raw Daily Sales report 1s designed to provide a complete listing of line item sales ordered by invoice number This report will provide a detailed line item accounting for all invoices that were entered into the system during the time specified on the options at the top of the report System Reports EER REFRE
80. me of the most important communication and sometimes intense situations When customer problems arise Customer Service agents are normally the front lines of communication for clients The best way to handle these situations is to have all information about the clients account available in a single location The smart Biz Kit is designed with this concept in mind Every employee within a company uses the same system that ties into the same central database Each user can access the same information as needed and on demand When a problem arises even within the same day the communications from different users in different departments in different locations is recorded and stored in the same location This provides a unified central location for all information about a specific client Corporate Administrative Managers Managers need to have a global view of their entire operations in a single place with easy to understand reporting that can allow them to be proactive in their coaching and monitoring of employee activities With the centralized design of the smart Biz Kit you can achieve such a view from above with almost no effort Management needs to make decisions based on precision information from throughout their company As today s companies expand and spread out over more locations and become more virtual through telecommuting the need to bring together strong accurate and precision collaboration is greater than ever The smar
81. new contact type click the Add a new Contact Type link and the system will create a new template record To edit any of the contact types double click on the name of the type and Admin Contact Type Nar n Admin Contact Type ent tool allows you to chia unten stem users and their individual privladges for using the system The et ie ae mhe cha peo us a of the at you have the al sl o manage This may be you iniomaton oniy nistr atiy abiities a edit any of the elow si simpy de le clek on the name in Une left iy aid tha pta ms pr ASE nthe right window and will alo iv u to edit t Current Contact Types Add a new Contact Type Contact Type Name the edit controls will load on the right side of the screen To delete the contact type place a check in the box that is to the left of the red Delete Contact Type text Page 59 10 13 2004 Smart Biz Kit User Manual 0 9 BETA Schedule Settings Tab The Schedule Settings tab displays the administrative tools that pertain to the Schedule Management tools of the system The following tools are available Appointment Type Management A Appointment types drive the schedule Admin Appointment Type ent tool allows you the and thei ndy idual privladges for using the system The ets ie aithe Phe cha es vis ate othe tatu thay etre ay tom neos This Fay Be dc ema on management system These types are used to a C t Apo intment Types Appointment Type organize and monitor
82. noss 48 limportant ito about My BI ZDOCS italia 48 Chapter 7 Rroect Manas Eee E is 49 Group Project Management Loc 49 My Projects Tasas ii 49 MY Task Daiana 49 ATTO O e T Da E E A ne mee ace tenant 49 ANTE Dna a E ee T ee 49 Support Hekets Taba E anil eee 50 Project Mana se ment Editor ii iia 50 Project Schedule abris iaa sd dice 50 Project Information Taba AAA E 50 Project Resources aa a 50 Project Hime Deals Ta ia 50 Project support Hekets Taba a E alates 50 IVE SOME Editor LO 51 Task Ealtor Lol ii E 51 Task Information Taba 51 Task Time Den Taher a 32 Task Resources labearen a dee E 52 Task Time Manasement TOO konpa A E 32 DEVICE TIC EOL TOO A E ates aceeaia ataenetecsceataee 32 Ticket Information Taba 52 Ticker T me Detalla ia 53 Ticket Resources TaD a e E E E E EAE 53 Chapters s Notes IVI ANAS anaa E ican ineneaioacee ee 54 Notes Management WY VINO Wear aid 54 Addins a NOTE tO Mets 54 Savio a Note to eS sisas 54 Deleting a Note Tomine Sy Stmitciis nessa tercetnces d it 54 Chapter 9 Administration TOS 55 General Setong s LaDress E 55 System Users Mana eme a node adnaed nea vareees 55 System Employee DIVISIONS erna n E neon 56 System Employes camarita id ida 56 System General SOU ent aaa ee wi nea eee 56 Page 4 10 13 2004 Smart Biz Kit User Manual 0 9 BETA Sales A O dt bola erantett tetera 57 Sales Type Managemen emean se race caietlvtali dee alle salaed nace auatoeetslendeeuateeee 57 Sales Level Mana comentada a
83. nsed your training accounts will be automatically created and you can begin to immediately enjoy the benefits of full service training Additional Training Packages Available Smart Technology provides all kinds of training from basic packages that are included free for each system user to on site large group training seminars that can provide comprehensive training for even the most demanding clients The following is a brief listing of our training packages Basic level Online training Advanced level Online training l on 1 Web X training Group Training Onsite Training Large Group Onsite Training For more information on the training packages that we have available please visit our web site at http www smarttechtools com Page 73 10 13 2004 Smart Biz Kit User Manual 0 9 BETA _ 15 System Updates and Upgrades The SmartBizkit 2 0 Software Update SMART BIZ KIT system was designed smartBizKit Update There iz a new version of the system software that must with an advanced be downloaded and installed before you enter the software updating functionality that automatically downloads and installs updates to your SMART BIZ KIT system sustem Please click update below to install the newest lt update to pour software When you login to the SMART BIZ KIT the system will attempt to connect to the Smart Technology website and check on the current release version to see if your system is running the most rec
84. ocator To get started with the Contact Management functions we will need to be able to find records that are in the system To begin any activity with the Contacts you will need to click on the Contacts icon from the Main Top Menu of the system This will open the Contact Information Locator with several tabs of information Each of the tabs is explained below Contact Records Tab The Contacts Records Tab provides the quickest and easiest way to locate general favorite and Locate System Contacts h Search Refresh customer information You can access any of the T contact records that are listed in the display by Rte EY double clicking on them The controls on the a Er MI 212 379 8639 nkinally guc screen function as follows E ES Add New Contact The Add New Contact button produces the Add New Contact interface that allows you to directly add a new contact to the system After you are done entering the new contact the system will take you to the contact editor tool as described below Search For Contacts The Search for Contacts area is designed to allow you to enter keywords into the search box and the system will filter the results out for you By entering a word into the Searching For input box you can instantly search the entire Contact Management database for the information When the search is taking place the system searches the Company Name the contacts first name and last name the address
85. ort Tickets Tab will display a listing of all of the support tickets that are stored in the system for your group You can access any of the tickets by double clicking on the title of the ticket in the list Project Management Editor smartBicKitZ 0 Schedule Project Information The Project Management Editor provides the rs essential controls for editing and managing the pma project and all of its elements The Editor was designed to provide you with a complete set of Siss 3 5 D m pa 6 So o gt o a o e b kd g a pa 2 E 7 11 2004 9 10 2004 2 days 17t rking On 19 22 2004 Obs 43min rking On 7 11 2004 Ohts 42min Add New Milestone 11hrs oject Repi 3 22 2004 Ohrs 43min Active Tasks 8 9 2004 11hrs 15mi king On 7 11 2004 tools to schedule review and communicate eas about a project Project Schedule Tab The Project Schedule tab provides the most comprehensive listing of settings and options for the entire project The schedule tab provides the list view of the project plan On the right side of the screen you can adjust the grouping and ordering to see the tasks that you need to see There are also buttons for adding a new task adding a new milestone and for the task report and task time report Click any of these buttons to activate the respective functions Project Information Tab The Project Information tab displays and al
86. ort through millions of prospective clients and identify the most probable buyers Why waist time on the small fish when you can identify and target the largest sales first Call Center Agents Call Center Agents have a unique position to handle the coordination of the central activities and communications of a business This job entails some of the most on demand activities which require on demand information The SBK system is specifically tailor designed to accommodate these needs and to provide all of the information that is needed to get the job done easier and more effective that ever The SBK system is designed to provide the ability for Call Center agents to access any employees schedule calendar on demand Each Call Center agent has the ability to view schedule edit and remove any employee s appointments from one location Any changes that are made by the Call Center agent are automatically communicated to the employee through their calendar system Remote employees can access their data via wireless phone PDA or laptop computer Call Center Agents also have the ability to access the complete Contact Management System and record communication notes and activities that are automatically shared amount the entire group of employees Page 7 10 13 2004 Smart Biz Kit User Manual 0 9 BETA Customer Service Agents Customer Service Agents have the most direct contact with customers within a company This important position handles so
87. ou can access any record in the list by simply double clicking on the title Add a new Task to the system This quick link provides easy access to the add new task function of the Project Management system Click this link to enter a new task record Display the Active Task Report This quick link provides easy access to the Active Task report Click this link to activate the report as a popup window Page 17 10 13 2004 Smart Biz Kit User Manual 0 9 BETA Projects Tab The Projects tab provides a listing of all Projects that are currently active in the system You can sort the entire listing of projects by clicking on the header above the column that you want to sort by You can activate the Project Editor by double clicking on the title of the record Add a new Project to the system This quick link that 1s located at the top of the project listing allows you to easily add a new project to the system Tickets Tab The Tickets tab provides a complete listing of all of the support tickets that are stored in the system and are not completed The listing 1s sorted by entered date and displays the oldest items first and the newest items last You can change the sorting of the listing by clicking on the header of any column You can access the specific record by double clicking on the title of the items in the list Report a problem with your system If you have located a bug with the operation of your system this is the place
88. out Use this area to store any information that cannot be stored in other fields on this tool Start This defaults to the entered date but can be changed to a date that this task is planned to begin on Page 51 10 13 2004 Smart Biz Kit User Manual 0 9 BETA Due Date The due date is the date on which this task must be completed The task reporting functions of the project management system will report tasks as overdue that have passed this date Priority The priority indicates the importance of this task You can sort your task lists by priority and use this control to organize your items accordingly Estimate The estimate field 1s an override or bypass control for the resource manager If you do not use resource planning or wish to override the planning tools estimates enter in a total amount of time in minutes into this field and the system will use 1t instead of the totals from the other tools Task Time Detail Tab The task time detail tab provides a listing of the recorded task times for the current task Each time will include a description of the activities that took place You can double click on the task time to edit the specific time frames that are stored Task Resources Tab The Task Resources tab will provide a detailed listing of the resources that are assigned to this task This can be used to track time requirements and resource forecasting during project planning Task Time Management Tool The
89. paign Management The Sales Campaign management tool allows Mil Admin Sales Campaign Admin Sales Campaign ent tool allows you up the omens stem users and their individual privladges for using the system The et ue ae pit eo Pas Me a die at you have the al o t manage This may be your ur niomaton oni af you to add edit and delete sales campaigns o EE DAA dd Cur ent Sales Campaign Sales Campaign Sales Campaigns are normally used to track mio a gt marketing and specific plans and techniques Order To add a new sales campaign click the Add a new Sales Campaign link and the system will create a new template record To edit any of the sales campaign double click on the name of the campaign and the edit controls will load on the right side of the screen To delete the sales campaign place a check in the box that is to the left of the red Delete Sales Campaign text T Delete this Campaign Prospecting Management er TES The Prospecting Management administrative y Admin Prospecting Questions toolset is designed to allow you to add edit and remove prospecting questions from the system Cue respecting ction Prospecting Question Sting This interface allows for easy management in ee H p one location E ion what is the total number of employees at the company To add a new prospecting question click the Add a new Prospecting Question link and the system will create a new templat
90. plete printout of all the information that you could ever need while you are away from your computer Statistical Sales Information and Graphs The statistical Sale Information and Graphs provide and overview in the recent sales A a ee history of the client You can view patterns about buying habits and the success of pando fay sem sss mS J saw specific marketing plans based on yearly n cara sales The information list also provides you i wish in depth monthly reporting on the client s sales activity Powerful Prospecting Tools The prospecting tools that are in the A A NI Stic to pi Contact Editor toolset was designed to A Com ee ee seres itommaionabourelicnioand Bo ae eer E a store it for future analysis When an administrator has configured the system with a set of questions that will appear on the screen you can double click any of the questions the Prospecting Answer tool will appear and allow you to select the answer for the question By answering these questions a company can easily aggregate new business from every opportunity 5 Page 27 10 13 2004 Smart Biz Kit User Manual 0 9 BETA Chapter 3 Sales Manager The Sales Management engine that is included in the smart Biz Kit provides advanced assistance for tackling large or small sales projects Sales require the highest level or accuracy and precision delivery
91. r simply click once on the appointment and then press the Delete button on your keyboard You will be prompted before the item is deleted You can also delete an appointment by clicking on the X delete button on the appointment editor Copy an Appointment to copy an appointment from the calendar simply hold down on the control key on your keyboard CTRL and then click on the appointment that you want to copy and drag it to another time You will be prompted before the copy of the appointment is saved on your screen Move an Appointment to move an appointment on your calendar simply click and drag the appointment from one time to another If you want to change the duration of the appointment simply click on the bottom of the appointment and then reduce the size of the appointment You can also increase the size of the appointment using this technique Page 33 10 13 2004 Smart Biz Kit User Manual 0 9 BETA Full Week Calendar Screen The Full Week Calendar Screen displays a full seven day weeks worth of appointments AAA k Tom Kulish Tom Kulish Tom Kulish Tom Kulish Tom Kulish Tom Kulish Tom Kulish on the screen at once The screen is gt go T NENNRIIINIES scrollable and begins at midnight and go a continues until midnight the next morning 10 en m You can move to a different day by using 11 E 00 the Date Selector control on the left of the wc 1 je calendar 1 a
92. r another division If you have multiple divisions or product lines you should use the divisions feature to keep these items separated on your sales reports If you do not feel this is necessary you should create at least one and place all users in the same division Admin System Divisions AO Admin System Divisions System Employee Teams ns The System Employee Teams administrative O Admi Sjsien leams control allows you to manage specific teams that employees are grouped together into This 1s frequently used for sales incentives or to separate departments within companies Current System Teams System Team To add a new team simply click the Add New System Team To edit any of the items in the list double click on the name of the team to display the edit controls on the right side of the screen System General Settings E The system general settings administrative tool eee atte e ne allows you to edit settings for the general aon o e eal operation of the system Currently it provides e a A a Automatic O are control options for the system login and the Test tron ip ado onc oa fon yoa im cl pecs nea Fam Use system in offline mode No Auto Sync Sync Engine process B Duration of time between auto syng processes The matok pri ore ge ur dat voy ee she doa ult IF you a Hee ae vo pel this often las a u woul td lke to e the m pe n sync chan ae zie na of minute Shoe toy des The eee amount of
93. r company Page 72 10 13 2004 Smart Biz Kit User Manual 0 9 BETA ib a 14 Training for smart Biz Kit Due to the fact that the SMART BIZ KIT is such a highly advanced business automation tool any training that a company invests in will return on investment in no time due to the increased ramp up speed on the system Our training programs are designed to be on demand and easy to operate with testing that can be activated by management and providing complete reporting Our online training was designed by the same developers that designed the majority of the College Online systems in America Our training is highly tuned and focused on providing a well rounded source of knowledge from our experts in the industry Check it out today and get your Free general training to try our education system out Free of charge General System Training Every user of the SMART BIZ KIT is ensured one free class using our General System training All optionally and advanced education classes are designed to take users to the next level of experience with using our systems Our general training 1s designed to familiarize each user with the specific functions and abilities of the software and to provide users with a clear path to obtaining the knowledge that they need to exceed while using our solutions To enjoy this feature rich training that is included with every users system you must have a fully licensed system Once your system 1s lice
94. r yor a Gir vir or ere ro ere yE ra CA Bo cor tee y 5 E Agent Communications Tracking Report E Agent Name Wesley Schiesz Date Range 10 12 2004 10 12 2004 g 1 po S 5 E 3 a D a 3 D D 2 a 11818111211 le le Pe Ble 11313 2 5 S e e e B less B le le 2 is 2 E 2 2 S E 7 a me wo wo o pi ki z 2 2 j 31 a S LB 2 a ja 5 2 o 8 so 131313 Agent Name elif 73 73 z m 5 E e e B s 215 3 f 5 li 16 16 16 1 Lo 16 la LL la ls LS 1 2 Alice Dixon Britanna ADCHO5 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 each user and each type that are currently available in the system Agent Sales Comparison Report The Agent Sales Comparison report provides a simple comparison of the total sales for each user of the system during a specific period of time This report can be saved as a PDF document as well as printed on almost any printer Agent Sales Comparison Report Filter and Sorting Options Entered date filtering y to 10 31 2004 y Select a date range and check Use Date Constraints to filter the results by date entered Vv 1071 22004 Export this report as a PDF d agam aalus 2 x wv fi Agent Monthly Sales Comparison Report Date Range 10 1 2004 to 10 31 2004 Agent Name Current Sales Projected Sales Sales Goals Sales Needed 3 832 18 0 00 0 00 0 00 1 Alice Dixon 1 i Britanna ADCHOS 95 16 808 04 0 00 0 00 0 00 Britanna DDDCO1
95. rd simply click once on an appointment and then press the delete button on your keyboard This will remove the note from the system automatically Page 54 10 13 2004 Smart Biz Kit User Manual 0 9 BETA Chapter 9 Administration Tools One of the most important areas of the smart Biz Kit is the Administration Configuration Center This toolset allows administrators assistants and general users to configure their systems to work and display information the way that they Admin want it A Administration Control Center The entire administrative area is designed with a e leveled provisioning system There may be some N items in this chapter that do not appear on your Sn Ensen a a andl pen Estes screen as they are described In most instances OTTS this is because you to not have the ability or a a a E permission to use the tool that we are discussing System General Settings This tool allows users to manage the entire database of general system settings that are stored by this system System settings control options such as sync rate and more The Administrative tools are broken up into 4 different sections and are displayed on different tabs in the administrative center The descriptions for each are as follows General Settings Tab The General Settings list all of the administrative tools that configure the general system operation and functionality The description of each of the administrative tools follows
96. rsity cources initial question in a keyword format Example Searching for Add a new appointment will locate all help records that have information that will help and it will return the results on the following popup screen that will appear just after you click on the Search for Help button after entering your question System Assistance Location Tools Search Help and Knowledge System Additional Search add appointment System Assistance Search For Help Help button System Assistance Article Viewer When you find an article that you are interested in researching simply double click the title of the article and the Article Viewer will appear The Article Viewer will display test graphs illustrations videos and audio clips that will provide advanced assistance for using the system best Help Issue Results Help Results Help Topic Results Display add a new appointment entry of the appointment times Please read Chapter 13 for more information on getting additional support beyond the capabilities listed in this section Page 15 Immediately after clicking the Search for Help button the System Assistance Location Toolset will appear with your question in the Additional Search window and the results from your original search in the lower results window To view one of the articles from the help system simply double click the title article If you want to search for another article
97. s or Support Tickets quickly and Projects easily Projects Tasks and Tickets can be time tracked with user notes so that managers can bill for time and materials simply by using the functions of the Project Management system Tasks can be delegated to other users in the company by simply changing 1 setting This is used to create powerful workflow execution based on management configured constraints Click the Projects Icon from the top main menu to activate the Projects tools and functions Please read chapter 7 for complete directions on the use of the Project Management tools Page 11 10 13 2004 Smart Biz Kit User Manual 0 9 BETA Notes Icon The Notes Icon provides access to the Notes Management tools a for the smart Biz Kit The Notes Management is a basic set of notes tools that allow you to save notes records into the system in a fashion that mimics the famous sticky note system These Motes notes are automatically available to you on any computer that you have smart Biz Kit installed onto For more information on the Notes Management functions please read Chapter 8 in this manual Admin Icon The Admin Icon provides access to the administrative functions for the entire smart Biz Kit system Depending on the access privileges for each user there will be different functions Admin available To use all of the options of the Administrative Tools you will need to be connected to the Internet while using them You m
98. s the toolbar o that is at the top of any E report that you run in the smart Biz Kit system This toolbar offers several different ways to arrange the report display on your screen You can also sort and move through the pages on a report by using the up and down arrows You can print the report zoom in on the data of the report switch from a single page display to a double or a quad display screen and you can find specific text from the report displayed by using the controls on this menu a q 1002 v ENEE i Bor A O E a Page 62 10 13 2004 Smart Biz Kit User Manual 0 9 BETA Contact Management The Contact Management reports are all reporting on data from the Contact Management System These reports are all available from the Main Sidebar Toolset Contact Information Report The Contact Information Report is designed to provide users with general contact information for the contact Active Contacts Report Report Filter and Sorting Options Choose agent to display Entered date filtering Use Date Constraints 107 2 2004 y to 10 12 2004 y Select a date range and check Use Date Constraints to filter the results by date entered Agent Name Select agent from above to display their results below Sorting Options By Contact First Name By Contact Last Name By Company Name C By Contact City C By Contact State By Contact Zip records that are stored in the system 59 c0 apomjear 3217 omo
99. s the yellow brick road for a contacts history Date Range and Entire Company filter Options When viewing the default results on the contacts editor the system will limit the results to the past 24 hours of activity You can however look at up to 2 years of history for a single client in our basic package or an unlimited number of years for our advanced package The filter options controls also provide you with the ability to view only the Communication records from this specific contact or from the entire company that this contact is a member of If you choose from the entire company than any communication entry that is recorded from any contact that is a member of this company Add New Communication Button 3 The add new communication button allows you to A Cl Wena enter a new communication to this specific contact A record Once this button is clicked you will be presented with the New Communication Wizard window that will provide all of the controls that you require to record your note into the system with full n information 11 11 2004 z 1 2 12PM _ You can also add a new Communication Type quickly by using the lt lt Add New gt gt option from the Choose Type drop down After choosing your Communication type you can enter your notes into the notes area then choose the date and the time that this communication took place Note If you are recording a communication directly from an appointment t
100. s toolbar is positioned on the left side of the screen and provides immediate access to the System History Tool Reports Management Tool and the System Help Tool To access any of these tools simply click History Reports or Help and the tool will appear on the left side of the screen When you are finished using the functions of a tool that is open you can make it disappear by simply clicking on the Close button Sswodey Aioysip Marcus Below we have listed a detailed description of the tools and their abilities below History Management Tool The History Management tool was designed to provide a quick way to navigate through the system Any time a user navigatesto oyna o any area of the system or to a specific record such as a contact or a View Alt Histor task the system records it in the System History By opening the _Burestwindow History Tools that are located on the left side of the screen you Ens a will be presented with three options for how you want to view your fen Sgsl Manson ES History and also a list of Items that is below the three options Emal Co sa Preis Cori 27 To return to any of the items that are in your History list simply Pone 2 double click on the entry and the record or screen will open on the right View Active History By selecting the View Active History option the system will display all of the history items that you have still active Items that you have close
101. s white list indicates the items that your system will automatically allow into your inbox directly Page 45 10 13 2004 Smart Biz Kit User Manual 0 9 BETA If a contact has been marked to not allow email messages or 1f a contact 1s not currently in the system for that email address then the Smart SPAM filter will then move the item to the SPAM folder automatically and send an authentication email back to the sender of the incoming email When the sending user receives the automated email authentication message the original sender will be prompted to reply to the authentication message to confirm that it 1s in fact the original sender and not a SPAM engine When the Smart SPAM filter receives the authentication email response 1t then can confirm a complete path from your email inbox back to the original sender and back to your inbox With all of this information authenticated the Smart SPAM filter will move the email into your email inbox This prevents the possibility of important emails getting caught up in your SPAM filters Smart SPAM Filters currently reduce your SPAM by greater than 95 and remove the possibility of losing real emails Page 46 10 13 2004 Smart Biz Kit User Manual 0 9 BETA Chapter 6 Document Manager The Document Management controls of the smart Biz Kit system are accessible through both your Microsoft Windows operating system but also through the smart Biz Kit itself These controls i allow yo
102. schedule appointment A Name PRESENTATION Name MEETING information into types e PHONE CALL Cal To add a new appointment type click the Add a new Appointment Type link and the system will create a new template record To edit any of the appointment types double click on the name of the type and the edit controls will load on the right side of the screen To delete the appointment type place a check in the box that is to the left of the red Delete Appointment Type text T Delete Appointment Type Page 60 10 13 2004 Smart Biz Kit User Manual 0 9 BETA Chapter 10 Instant Messaging Tools The smart Biz Kit system was designed to allow for remote business communications Today s Instant Messaging technologies have caught on in a major way with almost every computer user For business this can become a problem for some Pi employees as they starting typing messages to anyone anytime Eso one Our instant messenger software is different from all of the other systems on the market in that companies and managers can monitor usage for this system In the future your company may only allow for secured Instant Messaging capabilities smart Biz Kit 1s providing them today The following is a description of how to use the smart Biz Kit messenger w Choose user to send message to ES Active User Selection The Active User Selection window 1s activated when uth illes you click on
103. scribed in detail in this chapter below Please reference that area for a complete description of all of the functions that can be found and activated on the Desktop Toolset Note The Desktop Toolset screen 1s displayed by default when you open the smart Biz Kit application after you complete your login Page 9 10 13 2004 Smart Biz Kit User Manual 0 9 BETA Contacts Icon The Contacts Icon provides instant access to the powerful Contact Management engine of the smart Biz Kit system By clicking this icon from the main toolbar on the top of the screen Contacts you will instantly be presented with the Contacts Locator screen that will assist you with locating your contact records in the system The Contacts Icon and the Contact Management system are also located throughout the system in almost every other tool Contact information is directly integrated and linked to other tools such as the Scheduling Management Project Management Sales Management and Email Management Information that 1s stored in the Contact Management engine is instantly available from anywhere within the system Please turn to Chapter 2 for complete documentation on the Contact Management functions and tools Sales Icon The Sales Icon activates the Sales Management functions once pressed The Sales Management functions offer users a powerful tool for organizing and optimizing their sales lead opportunities Sophisticated Lead Tracking Campaign Tracking Sa
104. simply press CTRL N to launch the product management console sa This console will assist you in finding the specific product that you are looking for It will also obtain the current available inventory and the price of the product After you have located the product that you wish to add to the invoice simply click on the Complete button to finish adding the product to the system Sales Lead and Opportunity Management Communications Appointments Documents Accounting Sales Leads Customer Support Reports Sales Stats One of the most important features of the smart Biz Kit system is the Sales Lead and PSA AA Opportunity Management system These B functions help to make a sales managers life a lot easier and organized By entering in your leads into the system the smart Biz Kit will walk you through the process of prospecting connecting and completing your sales transactions with the highest accuracy Sales Managers can define way that the system operates which allows Sales Employees to follow a precision plan that has worked for others This work flow technology reduces training requirements for your new sales staff and provides a high level of communication between employee and management that normally was done through time consuming reports and phone calls Please read Chapter 3 for complete information on the Sales Management tools Page 25 10 13 2004 Smart Biz Kit User Manual 0 9 BETA Add New
105. simply use the Additional Search box and click the Search for To add a new appointment first click on the Schedule button that is located on the top main toolbar Once the calendar loads left click on the starting time and hold and drag your mouse to the end time of the appointment This will automatically create the new appointment for the new times that you selected You can also click the link that is located on the left side of the Calendar display screen The link Add New Appointment will provide you with the same functionality as described above without the automatic Appointments can also be created directly from the Contacts Editor screen under the Appointments tab 10 13 2004 Smart Biz Kit User Manual 0 9 BETA Group Desktop Tools The Group Desktop toolset 1s the initial screen that you will see after entering the system As it appears below the Desktop provides a collection of the most important and actively used records from your system The desktop provides quick control and navigation information for Sales Management Email Die skt o Management Schedule Management Project Management P and an additional section of Quick Link navigation options The following section provides information about each of these tools in detail i E A ih gt ae ia F ES SES ee edomerBizkit a Dutra k i i i I i E E POE Si H hr rr co hi ma Dir EE
106. siness Ke pM orina paa 67 Schediile Manace menta dio 67 Schedule Listine Rep dai A sutedaveaedi erates 67 Project Ma as mentada 68 Pro eP ER Po aa a 68 Project Time ACCORD dois 68 INCUNE SCF VICS TICK REPO aia 68 Accoumtinos Manaslu casas 69 Raw Daly Sales Re POr iia 69 SV SUCML REPOS PEPE PEROTO E Sensation cea eee tem 69 User Record Count Reports 69 Chapter 12 Group Data Synchronization Tools ooooonncnnnnnnnnnnnnonocnnnnnnnononnnnnnnnos 70 Syne Proosa 1 Jenene rine nm rire ern am eae Perea codo loas 70 Mantal Start StOp Bu tO uan iia 70 BOY Storni ida ida 70 SYNC Process IRCSUINS ia ida 70 Page 5 10 13 2004 Smart Biz Kit User Manual 0 9 BETA Sync Group Docaments OPIO 71 me Options Labs ita 71 Sync Processino UPON atada a 71 Sync Processilo Deia ios 71 Chapter lo Support Ior Is eSa a 12 Basic Level Suppt ai A A A 12 Additional Support Packages Available ccccccnnnononnnncnnnnnnnonnnnnnnnnnnnnnnonnnanonnnss 12 Chapter 14 Training for smart BIZ Mts 73 General Sy Ste IA A o ies T3 Additional Training Packages Available ccccccnnnoonocccnnnncnnnncononcccnnccnnnoconaninonoss 73 Chapter 15 System Updates and Upgrades oooooncccncccccnononncnnnnnnnnnononanoncnnnnononnnnaninnnnos 74 Chapter 16 Contacting Smart Technology oooocccccccccnononncnnnnnnnnnnnnnnncnnnnnnnnnnnnnannnnnos 75 Page 6 10 13 2004 Smart Biz Kit User Manual 0 9 BETA Introduction to
107. sk Manager Time Management Controls The Following Is a description of each section and function for the Task Editor ite ra elp content to Help system Tool Parent Project smartBizKit 2 0 Task nfo rmatio n Tab Milestone Smart Office Full BETA launch Owner 21 Wesley Schiesz y Status Accepted The Task Infor mation tab allows you to edit Description fwe need to start adding help content to the system at a fast rate so that users can understand how to use their system the primary information pertaining to the task The information is as follows Title This stores the title for the task Start 9 422 2004 DueDate 9 22 2004 Priority Highes y Estimate OU Parent The parent option indicates if this ia task comes after another task If so then this task will not appear or be allowed to clock time until the parent task has been completed Project This stores the name of the project that this task belongs to Milestone The Milestone stored the name of the milestone that this task belongs to Owner The Owner indicates who this task is assigned to This agent is responsible for all aspects of the task and it will appear on their desktop project management controls Status The status indicates the current level that the task record is at This is a predefined workflow for the tasks Description The description is a detailed accounting of what the task is ab
108. sorting options can training ESOS SEE i 9114 04 9 00 AM 9114 04 5 30 PM Wesley Schiesz 4 2 Smart Tech SOS meeting y 915 04 10 00 AM 9115104 12 00 PM Wesley Schiesz 4 lunch This report can be printed on almost any printer Page 67 10 13 2004 Smart Biz Kit User Manual 0 9 BETA Project Management The Project Management reports are all reporting on data from the Project Management System These reports are all available from the Main Sidebar Toolset Project Task Report The Project Task report displays the tasks that are active in the system and are assigned to the user that is selected at the top of the report This report can be printed with almost any standard printer Project Management Current Tasks Report Report Filter and Sorting Options Choose agent to display ame SEES he cae 4 7 to 7 2004 z Select a date range and check Use Date Constraints to filter the results by date entered Entered date filtering 21 Wesley Schiesz Select agent from above to display their results below Sorting Options C By Contact First Name C By Contact Last Name By Contact City C By Contact State C By Contact Zip gt Pit dh OB poz y By Company Name a wv fia Active Tasks Report Wesley Schiesz smartBizKit 2 0 Entered Due Date Project Management Data Entry work 7 11 2004 7 11 2004 enter description Completion ofthe DocManager sync and storage 7 11 2004 7 11 2004 we need
109. splay a yellow notice at the top of the editing controls Page 39 10 13 2004 Smart Biz Kit User Manual 0 9 BETA Calendar Printing Manager When we designed the smart Biz Kit system we knew that one of the biggest needs from CRM were powerful scheduling printing functionality These functions become one of the most used tools in the entire system as remote workers frequently use these scheduling reports to record their entire activities with a pen while on the go They then bring these reports home and record the information back into the smart Biz Kit for safe keeping The following is a description of the printing manager functions You can activate the Printing Manager by clicking on the Print Calendar Display from the calendar screen El Schedule Printing Manager Monthly Calendar Report Print Schedule The Monthly Calendar report sc provides an overview of the a appointments that that are in the al a system for the selected user on the Si E left side of the screen The monthly calendar printout provides a monthly perspective of the appointments that you currently have scheduled for the date range that you choose from above Weekly Calendar Printout The weekly calendar prinout is ideal for long deration The monthly calendar printout will and high detail printouts of your schedule Using this printout you are able to select an unlimited date span from above and the system will print one week Si e p
110. t Biz Kit was designed with just this thought in mind In fact Smart Technology the company that designed and developed the smart Biz Kit is a virtual company We are setup so that we have one physical office building that houses our essential call center and management staff The key players in our company everyone from our CEO CFO CTO Development Staff and Remote Sales Managers work from their homes or from their cars This has reduced our expenses significantly and allows us to cover a greater area of the country with significantly less resources This expanded reach has not restricted us at all We are able to be 10x more productive at 1 4 of the costs by using this advanced technology to connect our collaboration Our technology was developed around real world situations and has allowed us to be extremely effective in our endeavors Page 8 10 13 2004 Smart Biz Kit User Manual 0 9 BETA Chapter 1 Smart Biz Kit User Interface The smart Biz Kit User Interface was MEEN e O a O uw BS designed with simplicity and ease of A me mi mem ae use in mind Our engineers 3 pa smart BizKit dedicated a lot of time and attention to the feedback that our users jene provided us during our development 3 oe phase to shape the interface to one J that was easy enough for anyone to di i use 525052 A oi After extensive investigation and user interaction we discovered the elements of the system that were needed
111. t Management the lower toolbar of the Contact Editor are designed to store documents that are relative to the contact record that you are currently viewing You can link documents to this contact in this window by opening the The Document Management tools that are in pe momsen Add New Document Management tools as described in Chapter 5 and drag and drop any item from the Documents window to the Document Information window of the Contacts Editor The Add New button also activates the Document Management tool window and will display the available documents that can be linked to this contact You also have the filtering ability of showing documents for this specific contact only or seeing the entire companies document list at once Accounting Management The Accounting Management tools that are Keans inona included with the Contact Editor tools provide a listing of Invoices that are stored in the system The Range From date range controls at the top of the display allow you ae to show invoices that were entered between Ranging From 10 10 2004 y Accounting Sales Leads Customer Support Reports Sales Stats To 10 11 2004 gt C View this contact only e View the entire company Add New Invoice ID Value Terms Due Date Agent Contact those dates listed You can also view invoices for this specific contact only or any invoice for any contact
112. tact Edinme Tod AR 22 Company Intormaton TOS ssisiicucactsecsrelescccdeociatiusaccnetadlasiaeeenlcenseeeeaaiteanie 22 Communication Tracking Tools Advanced Notes Management cccccccccooccccnnnnncco 22 Contac Appointment Trackin sai ibid 24 Document Management sisina e O 24 AVCCOMMUINS Mana MeD ii islas 24 voice Editor Ton e a 29 Sales Lead and Opportunity ManageMedt ooocccnnccccnnnnnncnnnnnnnnnnnonanannnnnnnnononnnnnnncnnnnnnnos 23 Customer Support and Issue TrackIK8 occcccconononnncnnnnnononononanncnnnnononononannnnnnnnnnnos 27 Indivraval Contact Report asia 27 Statistical Sales Information and GTAphs cccccccccnnonocncnnnnnnnnnnnononnnnnnnnnnononanonnnnnnnnnos ZF Page 2 10 13 2004 Smart Biz Kit User Manual 0 9 BETA Rowert l Erospecins Tool earns ds 27 Chapter to eS ales MIN E Cee a aA 28 Sales Manas cinent Board seeni ad 28 Sales PV PCS AAA o 29 Sao CVE UAC US ce 29 Dale SAN GCN ra A AA AA 29 Camparen Mara semental 29 Dalles Te ACR CO OLE a A 29 Sale FO CAN bal 29 Chapter Schedule Mana Ci aaa 30 Calendar Display Cea E 30 Date Selection Cono ascitis does 30 Calendar OPUOM Links o o dere betes 31 Calendar User Selec ocio SO TniETO 31 Calendar Option Tossal d te aE 31 Daily Calendar Seres 32 Work Week Calendar SCS Mia iia sidis id 33 PU Week Calendar Sordo 34 Monthly Calendar Screens Sones a sia Senet apedivianes tad enaiuenetanesiee 35 Day List Calendar SEA 36 Edit Rist Calendar ercer iarias percatado iciare d
113. that is a member of this company The Add New button will activate the Invoice Editing tool and create a new invoice The Invoice editor tool is detailed below in better detail Page 24 10 13 2004 Smart Biz Kit User Manual 0 9 BETA Invoice Editor Toolset The Invoice Editor Toolset was designed PAn to allow you to manage the information be Ee sees ee sel that is associated with the invoice and also wee EROS to add and remove specific line items and products from the invoice to build the Purchase Order totals billing and shipping information Gece ONES The Invoice Editor screen allows you to A A review previous invoices that are stored in Phone Number 301 3528357 Quantity Item ID Description Item Total 8 101157 AVERY 24000 HILIGHTER FLUORESCENT F 1742975 3 9 02754 D 124520 GE the system and also allows you to edit and add additional products to the system pu SARTRE You also have the ability to print the i me MERLI SSNEM o invoice out to a standard printer you can E email the invoice out to another user you can export the invoice or import the invoice to an XML data file ST Using the Product Management Tools Product tous paa When you are using the Invoice Editor tools you have Product Name HoN SSOTABT2T CHAIR COMFORTASKDGY EK__y the ability to add additional products to the Invoice To Product ID 590148121 Quantity TN Price 750 os ESE begin adding products to an invoice
114. the Message button on the top main menu of the smart Biz Kit When this screen appears 1t displays all of the currently active users that are on the system You can begin a conversation with them by double clicking on their name 1 Tom Walter E Steven Meyer 4 Tom Kulish A Ron arcil B Fhill Scott Fi A Paine Af all are Instant Message Window When you start a chat session with another user or if they start one with you the next screen that will appear will be the Instant Message window The Instant Message window is designed to provide you with a full transcript of the current message and a text area to send replies Sending a message To send a message simply enter a message into the nee testing this out send message box and then click the Send Message Welcome to the new session button to transmit the information to the other user in the conversation Smart Business Messenger Closing a conversation To close a conversation and also disconnect the other user simply click on the Close button at any time while the window is opened This will also clear any transcripts from the database at once Page 61 10 13 2004 Smart Biz Kit User Manual 0 9 BETA Chapter 11 Intelligent Reporting Features The smart Biz Kit includes one of the most powerful reporting S l t ystem Reports engines available on the market today You have the ability to ore generate reports on real time data you have num
115. the SBK Welcome the smart Biz Kit 2 0 User Manual Documentation The smart Biz Kit SBK is quickly becoming an essential business tool that easily allows businesses interact with members of their companies no matter where their physical location The SBK system 1s designed to be simple and easy to install without the need for a massive IT budget within your company The benefits of the system are significant and the investment is minimal This manual outlines the features and advantages of using the SBK in your daily activities Sales Managers One of the most powerful features of the SBK system is the ability to support remote sales managers and provide them with the information that they need One of the most important aspects of any company is sales Sales Managers has a unique position to conquer in that they are always on the move constantly need up to date information and can excel when they receive statistical information about the historical buying patterns of their current and prospective clients Today s Sales Manager spends the majority of their time on the road Information must be transported to them on the go The important information that they need is their schedules contact information and sales management tools that guide them through the optimum path to the most successful and profitable sales Companies with long or short sales cycles can benefit from the SBK s powerful sales optimization technologies that can s
116. the specific folder that you are viewing You can use your mouse arrow keys to scroll through A Subject o 13 H Y tkulish tipstechnolo Monday action items tom kulish O 10 11 2004 09 12 lt wes tipstecl t A O Y tmako telus netO TIPS Contact Request 0 10 10 2004 19 42 wes tipstechr your mess age S gt Or you Can use H yw HouseholdBankWeb Your Household Bank Card Payment has been Received O 10 09 2004 15 06 westtipstechr t O Y ronv 2bsmarter com Sales Results for October 70 10 08 2004 08 14 Demetrius Pali the mouse to select rec ords from the list Double click or press enter while a message is highlighted to activate the email viewer Page 43 10 13 2004 Smart Biz Kit User Manual 0 9 BETA Email Sidebar Tools The Email Sidebar tools are located on the right side of the main email screen immediately to the right of the message listing window The sidebar toolset provides 4 of the most commonly used functions for the main system You can click on the title of any of the buttons to display the contents of the hidden toolset Each of the toolbars is detailed below SU0LdO MOLA Columns Auto Preview s suods j E viano tn View Options S qe The View Options button provides you with all of the aero controls that manage the display of messages in the main s a0 message list window The Columns option allows you to ae check off the columns that you want to have listed in the 2 gt display
117. time bel enano fai is 3 minul 60 nutes between each sync proc Login Options The option to turn off your system cache functions during login This will help the system load faster if you have a large number of contacts It will slow your systems operation down considerably 1f you do not run with this option turned on and you have a lot of contacts in your system SYNC Engine Options The SYNC engine options that are provided are detailed in chapter 13 below Please read the complete documentation in this section Page 56 10 13 2004 Smart Biz Kit User Manual 0 9 BETA Sales Settings Tab The Sales Settings tab displays items that are specific to the sales management engine The following administrative tools are available Sales Type Management The Sales Type management tool allows you to add edit and delete sales types Sales Types are normally used to separate sales of products between product lines or company divisions AX Admin Sales Type Admin Sales Type Add a new Sales Type Admin Sales Ba esate ta bi ies al e administra abiltie To e any ol ine ende atthe arte ie Sales Type and th ethe aby om risa andes pios will appear inthe Tight w and will allow So al rav idual pri vidoes sing Ihet system The nage This E ation or pi e dol ble ES ko nde Description uali Pur led Wala SE To add a new sales type click the Add a new Sales Type link and the system will create a
118. u to stored documents into your MyBizDocs folder that is located on the Desktop of your computer Documents The Documents that are saved into this directory are automatically transmitted to all other users in the group into their MyBizDocs folder This creates a combined central document repository for all of your users The following is a description of each of the areas in the Document Management system Group Document Manager The Group Document Manager Group Document Manager E toolset 1s designed to allow you to Ge ts na manage and access your BizDocs from within the smart Biz Kit system From this control you can click on the title of a document and drag 1t onto different windows and tools within the smart Biz Kit system In certain areas of the system this will create a link to the contact appointment task ticket project or email E Group Document Manager If you wish to open or edit a documents you simply double click on the title of the document from the list This will activate the options window and allow you to either Open the Document or Edit the Settings for this Document If you choose to open the smart Biz Kit will use the assigned default program from windows to open the application or 1t will prompt you for the application to use to open the document If you choose Edit you will be able to set specific options and information about the document Document Folders Manager The Documents Folders Man
119. uality information management systems that help companies fine tune their operations and execute on highly efficient business plans We view the business community of tomorrow as being virtual with most companies working from multiple Download a FREE 30 Day Trial Today smartBizKit is now available as a 30 locations Our information systems are designed to day demonstration that includes 5 remote client licenses This full featured support this vision by providing an easy to use full demonstration will give you a comprehensive tour ofthis Next Generation service system that takes the guess work out of business software Download today to find out how Remote Business using technology in a business environment Management Software can help you Group Contact Management e Group Sales Management e Group Schedule Management Group Document Management Group Project Management Group Email Management AIR and A P Optimization Sales Stimulation System View more Information About Us Done D internet Page 75 10 13 2004
120. xon Company Name Ente quick view of the new accounts and ro their purchase activity This helps to DIVAWALLENWORKSPACEM c8r2n00 fosoanooe sooo sooo 9147800 seisoo 3 KNAUFF INSURANCE 07 30 2004 07 30 2004 1 957 00 3 646 00 1 339 00 0 00 4 VHA S CONSULTING SERVICES 07 28 2004 07 28 2004 122 00 116 00 235 00 0 00 maintain good purchase averages for M THF NETWORK COMP ANIFS nya 4yonna AFM PNN 54 MA ann 24n NA 78 NN repeat customers Schedule Management The Schedule Management reports are all reporting on data from the Schedule Management System These reports are all available from the Main Sidebar Toolset You can also view extensive printable reports for the schedule management engine by clicking on the Print Calendar Display from the main calendar screen Schedule Listing Report The Schedule Listing report provides 5 5 Schedule Appointments Report DER users with a simple report that lists Out Report Fier ana sorting options Choose agent to display Status filtering all of the ap p ointments that are still coe a above to display their results below m ee AE TE ae an active in the system This listing will oacmaem J o o display items for the user that is EEE ae AE eee Hon E i Calendar A i R selected at the top of the report You tii a Date Agent Status can also show items of different status a een A meeting with Tom about issues 9 by changing the
121. y Contact State C By Conta report Each of the customers in the E list will display their monthly sales for jm ERES ERES EERE EEE RET EEE ow a each of the last 12 months This Average Monthly Sales Agent Alice Dixon report also provides several sorting Soe oe ee E E T E TT E E E T 1 T JAAAABENEFITS 260 00 258 00 598 00 000 83 00 0 00 413 00 105 00 23 00 000 options at the top of the list 2 ADVANCED IMP ACT 0 00 000 000 000 000 100 00 0 00 sooo 000 000 3 ALBEMARLE EYE 250 00 676 00 101 00 000 49 00 0 00 257 00 75 00 380 00 117 00 4 ALEXANDER 1 031 00 2 206 00 2597 00 2 344 00 1 708 00 3 847 00 1 376 00 1 658 00 1 601 00 1 485 00 5 BAYADA 492 00 732 00 277 00 246 00 340 00 277 00 233 00 369 00 262 00 243 00 6 BAYADA 0 00 000 000 000 000 000 000 360 00 0 00 000 Personal Customer Retention Report The Personal Customer Retention gt FSET SRE Report Filter and Sorting Options rep ort 1 S de signed to keep track of Choose agent to display Entered date filtering x Agent Name 1 Alice Dixon o i E to cu stomers th at are active 1n your Select agent from above to display their results below Select a date range and check Use Date Constraints to filter the results by date entered SY stem a A cu stomer 1 S defined a S ae cota First Name C By Contact Last Name By Company Name C By Contact City C By Contact State C By Contact Zip active on this report if

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