USER MANUAL
Contents
1. o Select their team members from your list or invite a new member to this team Edit M A D Cat s Team e Edit M A D Cat s Team AA D Cat u spector Gadget ary Smith o Select anew sales manager from a drop down list by clicking the New Sales Manager link Then save your selection by clicking Make Manager Sales Managers M A D Cat Team of Edit Team Remove Select a User Inspector Gadget New Sales Manager Make Manager Cance Your Account s e Account Settings View or change your account information including name logo and currency or billing information including usage data plan and upgrades e Switch Accounts If you have multiple accounts switch between the different accounts by using the main drop down menu Account Settings o Select Account Settings from the main drop down menu ES MPLYFY Sales Plans Calendar Contacts Accounts Reports G Mary Smith ofile Ser gs Switch ACCOUNTS Mary Smith Company pple Company 10 o Click on the Account Settings Tab YOUR LOGO HERE Mary Smith Company count Settings Plans and Billing o Changes made here will affect all user IDs associated with this account Account wide Details Company Name Mary Smith Company Primary Contact Name Preferred currency Mary Smith CAD Contact Phone Number Contact Emall marysmith companyincibgr Facebook Profile URL Twitter Profile URL Linkedin Profile URL Save Changes Plans and2. Table of Contents Profile Settings Update your profile settings Email address and password Link Your Accounts Your Team Team members Sales managers Your Permissions Administrators Your Account s Account Settings Plans and Billing Switch Accounts Dashboard Widgets Calendar Widget Daily calendar View event Find Widget Find Contacts Find Accounts Sales Plans Create a Sales Plan New sales plan Forecast view Currency settings Edit or Delete a Sales Plan Edit sales plan details Delete a sales plan Sales Plan Tabs Sales plan details Generate leads Create opportunities Upload assets Schedule an event Take notes Sales Plan Overview Sales plan dashboard Sales plan timeline DW0O ASJ gt sS O09U0 E E EN N 2 O at os E AS a oa kr BR BR K W WOW amp WM MY NMNDND Ply OND POND A vr gt WMH OAND KR KR OH WH NH OC OE 0 Calendar Calendar Create an event Edit or delete an event Switch calendar views Contacts Update your profile settings e Email address and password change the email address and password linked to your user ID here These changes will affect all your accounts and re direct all notification emails to your new email address e Update personal information change your profile photo name and address Also you can view your user permission level which can be different for each account Email address and password o Click your name then update your info in My Profile S
3. close Closed sales plans will be moved from your sales plan dashboard default is active to the filtered list for closed sales plans o Choose from the drop down list of team member names to delegate your sales plan Delete a sales plan o Delete a sales plan from the Sales Plan Details tab Click the edit button o Click the Delete button Sales Plan Status Active Close Delegate Sales Plan to Different Person Do nor delegate kd Note deleted sales plans cannot be recovered so only the sales plan owner their sales manager or the Account Administrator can delete a sales plan Sales Plan Tabs 23 Sales Plan Details read the general information on sales plan you re working on or a team member has started Leads generate potential sales contacts or companies from your social or professional network Opportunities bring your leads into the sales fold by keeping up to date and on track with each new opportunity Assets keep all important files and documents in one place where it will be easy to find and download for your sales manager or CEO when they need it Events keep on top of your campaign s schedule and deadlines by reviewing your dedicated sales plan calendar or your entire company s calendar Notes make a set of quick or detailed notes as you gather more information from your clients or managers Sales plan details O View the important details of a sales plan
4. 7 10 17 11 17 12 17 1 78K 1 78K 1 78K 1 78K Currency settings o Account administrators can select the type of currency in Account Settings ES MPLYFY Sales Plans Calendar Contacts Accounts Reports Kg Mary Smith Profile Settings Account Settin YOUR LOGO HERE Mary Smith Company Switch Accounts Mary Smith Company Account Settings Plans and Billing Account wide Details Company Name Your Profile Photo Mary Smitn Company Change Image Size 65px x 65px Primary Contact Name Mary Smith y Tick to Delete 21 Edit or Delete a Sales Plan e Edit Update or add new details to the sales plan you just created Here you can mark your successful sales campaign as closed or delegate the campaign to another team member when you go away on vacation e Delete Remove a sales plan from existence by deleting all its records in one shot Edit sales plan details o Edita sales plan from the Sales Plan Details tab Click the edit button Bold Sales Sales Plan Details Leads Opportunities Assets Calendar Notes Bold Sales gt Details 4 Bold Sales Bold Sales Food Production 11739 16 Currency Duration 09 17 2014 12 31 2014 Forecast Weekly Monthly Close the sale mA a Re assign to a Sales Plan Status Active Close team member Delegate Sales Plan to Different Person Do not delegate 22 o Mark a sales plan as complete by selecting the status option
5. Cancel Oe Wrote a new note Meeting Notes ES P gt Added Alain Blackburn to the Ea Members present al U D D or tu nu t ies Barry AllenDenis LapierreMary SmithBusiness Current company state communication through email and Excel spreadsheet m Meeting Notes b 10 Oct 2014 Sales Plan 6 33 Calendar Calendar e Account Calendar an account wide calendar that includes general events for the entire company and each event linked to a sales plan e Sales Plan Calendar events can be linked and created directly within a sales plan Create an event o Click on the Calendar tab Deo Mary Smith Company Account Team Members aS MPLYFY Sales Plans Calendar Contacts Accounts Reports E Mary Smith o Click on any day in the calendar to open up the event form Calendar of Appointments October 2014 month MON AN Sun Mon Tue Wed Thu Fri Sat New Appointment Event Title 11 158 Sa Order 23315 Product Demo 4p 2014 10 01 E zes Event Type Quote amp Contract Order o Choose the relevant contact associated with this event and the type of event from a drop down list Edit or delete an event 35 o Open the event details by clicking on the event in the calendar Calendar of Appointments October 2014 month MN DOS Sun Mon Tue Wed Thu Fri Product Demo Q A Proposal with McGregor A Douglas Yamamoto Akiyoshi Edwards Alan Tan Amy On 10 10 2014 from 9 30
6. Keep track of all files events people and revenue within the relevant campaign New sales plan o Create a sales plan from your sales plan dashboard or the sales plan list Click the New Sales Plans button aS MPLYFY at the dashboard Sales Plans Start your sales Sales Plans Create Sales Plans Organize your sales leads into plans targetted at your potential accounts Recent Activity Keep track of scheduled meetings Monitor your leads D y 4 Save notes about your contacts View All sales Plans OR from your lt sales plan list Your Sales Plans Active Sales Plans Closed Sales Plans ABCDEF GHIJKLMNOPQORSTUV WX Y Z OwedBy All 19 Calendar Contacts SU jew Sales Plans Prack your sales Moist whats been forecast Best Opportunities fan N7 Target your most promising leads to help close the sale Se A Keyword here Find Sort By Recent Added o Fill in all the required fields select the industry type from the drop down menu and set the start and end dates Create a New Sales Plan Espresso Sales Title 38 Espre bea Details Industry Food Production gt r Sales Goal 7110 18 Currency CAD Duration 09 17 2014 12 31 2014 Forecast Weekly Monthly Forecast view o Choose shorter or longer intervals in your forecast view by selecting weekly or monthly Weekly Sales Forecasts 20 OR Monthly Sales Forecasts pn
7. am to 10 45 am 3p 9a java Hut Calgary Product Demo ze Sot ie repons P Product Demo o Click the Edit button to change the event information or to delete the event Update Event Title Product Demo Start Date 2014 10 10 Hy End Date 2014 10 10 Hd Allen Barry x Dennis Caroline x Contacts Parker Darren Product Demo of new bold roast line Notes Delete the event in the edit view 36 Switch calendar views o Toggle the month default week day buttons to change your calendar view o The Today button will bring you back to today s date if you are not already on it October 2014 Month View Takes you back to today s date Week View ES Ea Oct 5 11 2014 liam CU eS Friday Oct 10 2014 Day View Friday 10 10 37 Contacts CONTACTS Create a new contact Upload contacts Delete a contact Archive a contact Contact details Link your contact s social media accounts Add the companies they work for View the sales plans they re in s Contacts activity view ACCOUNTS sl Create a new company Upload company Delete a company Archive a company Company details Read the company s news feeds Link the company s social media accounts Add contacts that work for them View the sales plans related to them REPORTS What s on your
8. dashboard Overview of your sales plans Lead generation to sales opportunities Activity timeline of your sales team A closer look at your companies Sales People widget Team Schedule amp Activity widget Print and export reports 41
9. Billing o Click on the Plans and Billings Tab YOUR wee Mary Smith Company e o Track your company s usage Account Settings Plans and Billing Your current usage data Leads 0 Contacts 0 Storage 11 Your Profile Photo YOUR Change Image Size 65px x 65px LOGO Browse No file selected HERE n y Tick to Delete o Choose a different plan Gold 299 Month Unlimited Unlimited 45 e Emal FAC lt gt Silver 199 Month 4000 25000 30 FAQ My Plan Yi Bronze 99 Month 800 5000 15 Jil FAQ Jh o Or choose an add on for extra storage or get some help from Symplyfy s stellar support team when you need it a Additional 1GB Storage 0 50 GB Apply Premium Support 2 Hours Email Month 300 month Apply O Premium Support 4 Hours Email amp Phone Month 600 month Apply C O Training 2 Hours Online Session 250 One time fee Training 4 Hours Online Session 500 One time fee O Switch Accounts o Select your other account in your accounts list in the main drop down menu AE MPLYFY Sales Plans Calendar Contacts Accounts Reports Ey Mary Smith Profile Sertings Account Settings witch Accounts Mary Smith er Johnny Apple Company Note After switching accounts you will need to re enter your login credentials for security purposes 12 DES JT Widgets Calendar Widget e Daily calendar a quick snapshot of today s activities with the option t
10. Detalls Leads Opportunities Assets af Notes or you noma pres o Type in a company name in the search bar or click New Account to fill in a new company form Or you ow a pere IR Start typing acom pa ny Find Your ACCOUNT Create New ACCOUNT name o Orif you already have a contact in mind add them to your leads by searching your contacts list or create a contact on the spot Click the Add Contact button Bold Sales Sales Plan Detalls Leads Opportunities Assets Calendar Notes Orit you know ape te aa conac o Type in a contact name in the search bar or click New Contact to fill in a new contact form Or you know perfec ft nad contac Start typing anamel Find Your Contact Create New Contact Create opportunities 26 o When you have identified a sales ready lead click the link Create New beside their name to start the lead transition process ortyoutnow pete te As mc Mm Beantown Roasters Your Contacts Position Employment Networks Opportunity Michael Bender ventory Specialist SOUS gt O P Sy o A pop up will appear where you can fill in the important dates and target sales Then pick from a drop down list their status in the sales pipeline Create New Opportunity Create New Opportunity x Status E mua Estimate 0 00 SCAD ichange in Sales Plan settings Estimate Ey Status Preliminary Qualified Analysis ge in Sales Plan settings Py V
11. alue Proposition s Proposal Pe Duration 10 10 2014 FH 12 31 2014 w Duration 08 2014 w E Closed Won El Closed Lost a Contacts Michael Bender x Contacts Alain Blackburn X o Find your new opportunities and their progress under the opportunities tab A click on any of the links will take you directly to any activities connected to that opportunity Sales Plan Details Leads Opportunities Assets Calendar Notes To create a new Sales Opportunity go to the Leads section and convert a Contact into an Opportunity Alain Blackburn Recent Activites Opportunities Calendar Assets Status Preliminary Estimate 3 000 00 Progress I 10 Upload assets 27 O Click on the assets tab then click the upload button Bold Sales Sales Plan Detalls Leads Opportunities Assets Calendar Notes sty Deore gt O Upload multiple or single documents and files from your desktop using the drag and drop feature or selecting them from your file window Sort by Date of Upload Drag files here to upload multiple assets Or click to select files Note you can upload files in any format pdf doc xls ppt peg etc which will have icons beside the filename to indicate their format type You can also sort your file list by type date of upload is the default sort Schedule an event O Create an event for a specific sales plan by clicking on the Calendar tab Bold Sales Sales Plan Details Leads Opportunities As
12. ettings o Changes made here will affect all accounts associated with this ID see Mary Smith Company Account Team Members aS MPLY FY Sales Plans Calendar Contacts Accounts Reports CN Mary Smith Profile Settings Switch Accounts MarylBmith Company Personal Details I First Name Last Name Profile Photo Mary Smith Browse No file selected Country Street Address Canada Permission Level Administrator City Town Postal Code Phone Position Email Address marysmith gmail com Leave passwords field blank if you don t want to update your password Password Confirm Password o Control if you want to be notified by email of activity on your account Notification Settings Notify me when one of my team members closes a deal Save Changes Link Your Accounts Social Professional accounts link your accounts to upload existing contacts CSV files contact lists exported to a csv file can be uploaded into Symplyfy Privacy users have the option to keep contacts uploaded through connected accounts private or to share them with all their team members Identifying the source Symplyfy identifies how contacts are added to the system by associating the relevant icon beside each contact s name o Click the Connected Accounts tab Mary Smith Y My Profile Settings Connected Accounts My Team My Managers To get the most out of Symplyfy you should link your social media and professiona
13. il hileuertin email com Kohl Franz franz kohlindustries com N lt x ECSC HN DOVOZ Zr TA mono N lt x Be CHUN DO vT OZ Zr a TCA mOona gt luis pearce com Litt Luis Page 12 3 Next gt o Clicking on the contact s name will open their contact s detail page or clicking their email will directly open your mail client 15 Darren Parker Contact Details Social Media Companies Sales Plans Email ess d parker contoso com Phone Contacts Parker Darren d parker contoso com 600 Follow up with business proposal Has o Dawi Options Message une Calibri Iw 14 Send BI U je A vand v ee L From Gmail Mary Smith To d parker contoso com LE Subject Follow up with business proposal Hi Darren O Click the Accounts tab to switch and search within your list of companies O Find a company by typing their name in the search bar scrolling through the numbered pages at the bottom or selecting a letter from the alphabet bar on the right Find Accounts o Clicking on the Companys name will open the Company details page 16 Find eS ABC Client 2355 Mapleview Drive ABC Client Company Details Feed Web amp Social People Sales Plans Overview Email General info abcclient com Phone 17 Create a Sales Plan e Sales Plans create edit and track your sales campaigns and their performance
14. l accounts to our system o Select the checkbox beside the account you want to link This will enable the Connect to button Linked 13 Gmail lt a M Connect Linkedin to Symplyfy Connect Facebook to Symplyfy Connect Gmail to Symplyfy Connect to Linkedin Last Update Last Update Last Update force SUGAR ES Connect SalesForce to Symplyfy Connect SugarCRM to Symplyfy Guide for exporting your contacts from popular Upload CSV file Last Update Last Update Note only one user login can be associated with each account i e once an account is linked the user cannot add a second account o Click the button in the pop up This will re direct you to your account login page where you can grant Symplyfy access to your contacts Connect Linkedin to Symplyfy Click here to connect your Linkedin account o Or upload a csv file from your computer by clicking on the CSV file upload button and then browsing your computer s file directory Get Contacts from CSV Browse No file selected Google CSV format fro Upload Double check that your csv file includes all required fields For a guide on how to upload csv files to Symplyfy click on the quide link above the upload button Your Team e Team members see who s part of your team grab their contact info and remind yourself what their role is in the company e Managers see who s running your team grab their contact i
15. nfo and decide if you want to leave their team e jump ship Team members o Click the My Team tab Mary Smith My Profile Settings Connected Accounts My Team My Managers As a Sales Manager you can overlook the following team members Sales managers o Click the My Managers tab Mary Smith My Profile Settings Connected Accounts My Team My Managers The following Sales Managers have access to your Sales Plan details o To leave a manager s team click the link beside their info Mary Smith Administrator marysmith companyinc gmail com 416 227 2222 e M A D Cat Sales Manager m a d cat gmail con 555 555 5555 5 Hanna Street Toronto M6K 3E7 Leave Their Team c U ve le J Ls heta ee 2222 Your Permissions e Administrator access to all account activities sales plans contacts companies team members e Sales Manager views all account activities with only access to their own and their team s sales plans e Sales Person views all account activities with only access to their own sales plans contacts and companies e Coordinator views all account activities cannot modify any account activities Administrators o Administrators can click on the top right main navigation link Team Members PE YOUR 1060 Mary Smith Company Account Team Members aS MPLY FY Sales Plans Calendar Contacts Accounts Reports ty Mary Smith o Click the Invite New Member button to invite users to the account Sale
16. o scroll back or forward to remind yourself of last week s appointments or to plan your week ahead e View event a pop up of your day s events and their important details Daily calendar o Click arrows to scroll through the week Calendar TODAY Sep 5 2014 8 30am Meeting with Mayer John 11 00am Phone Call with Parker Darren 3 00 pm Reminder with Gordon joseph View event o Click on event time link to open event details pop up View Event Meeting with John a A Meeting from 09 05 2014 08 30 AM to 09 05 2014 09 30 AM Meeting to discuss new business proposal Find Widget e Contacts quick search of your contacts list from your dashboard e Accounts quick search of your companies list from your dashboard including the option to type and search click through pages and select by alphabet Find Contacts o Find a contact by typing the name in the search bar scrolling through the numbered pages at the bottom or selecting a letter from the alphabet bar on the right Start typing a name Find Find Contacts e m barryallen tailspintoys com Parker Darren d parker contoso corn Allen Barry Anderson Neil neilancerson miatrix com Bellew Allie allieb fabrikam com ntoys com cartel tails Cartel Fatima atime Dennis Caroline caroline dennis wayne com Gordon Joseph joseph gordon record corn Grayson Dick dick gr wayne cor Guertin Ph
17. ompanies leads opportunities and recent activity Bold Sales A Mary Smith Aew Recent Activity 0 Best Opportunities 0 See if your team is actively working on this sales plan OR progress compared to your target See your monthly Active Sales Plans Closed Sales Plans Keyword here Find J ABC DEFPGHIIJTKLMN OP OQORSTUVWKY Z Owned By All Sort By Recent Added a Bold Sales Accounts 3 Contacts 25 Forecast Performance Opportun ves Total Forecast This Month 32 Sales plan timeline o Every activity uploaded note added contact scheduled event etc is recorded with intuitive icons beside every sales plan o Click directly on an activity to open the specific pop up or download the file View Appointment Sales Plan Timeline Product Demo 0 A Proposal with McGregor A Douglas Yamamoto Akiyoshi Edwards Alan Tan Amy Ol A 10 10 2014 from 9 30 am to 10 45 am 4 Product Demo aie a Y 7 Created a Proposal with Amy Tan y 4 ES H Akiyoshi Yamamoto A Douglas 4 L 8600 Opening 1 Order23315 docx McGregor Alan Edwards y y You have chosen to open 1 Order23315 docx Product Demo da ee from http hardbootdev symplyfysales com y What should Firefox do with this file Today at 09 30 AM e _ Open with Microsoft Word default I Uploaded a new asset r Grani mn yd EA e _ Do this automatically for files like this from now on Order 23315 docx
18. s Managers Team Members New Sales Manager Mary Smith Administrator marysmith companyinc gmail com 416 227 2222 5 Hanna Street Toronto M6K 3E7 o Type in your team member s email and select their role to control their level of access to activities on the account Click Invite and an invitation to register will be sent to their email invite a New Account Member Invitee s Email Addres m a d cat gmail com Make the user Administrator Can manage account people and view everyones process Sales Manager Can view all accounts contacts sales plan but can only edit their own and their tearns Salesperson Can view all contacts accounts sales plans and can only edit their own accounts contacts and sales plan Coordinator Can view but no edits o Organize your members into teams by clicking the Edit Team link under your Team Members designated Sales Manager s name Team of 1 EditTeam Remove E MA D Cat Sales Manager Edit Delete 5 m a d cat gmail com 5 Hanna Street Toronto M6K 3E7 a nn New Sales Manager Inspector Gadget Salesperson Eat igadget gmail com 416 235 2121 1 Detective Street Toronto M2K 3N1 Mary Smith Administrator marysmith companyinc gmail com 416 227 2222 5 Hanna Street Toronto M6K 3E7 Edit the permissions of your team members using the edit options next to their names Alternatively remove a team member s access to your account by using the delete option
19. sets Calendar Notes October 2014 month Week day Views change your calendar view from month to week to day depending on your busy schedule Navigate back to today s date by click the button Today 28 Ew gem October 2014 y Sun Mon Tue Wed Thu Fri Sat Event Title soe m Jaja Jo mwn jas jo Choose your contacts Choose from a list of your existing contacts Pe EEE Event Type Reminder Meeting Quote amp Contract Order O Choose from a drop down list of your contacts to link to the event specify the type of event taking place and add a few notes to remember O Edit or view an event by clicking on it directly in the calendar or timeline 29 Sun Mon Tue Wed Thu Fri Sat E 7 9 10 17 Sales Plan Timeline 9 30a Product Demo TODAY Created a Proposal with Amy Tan ta Akiyoshi Yamamoto A Douglas McGregor Alan Edwards A 14 yn A E Product gt Today at 09 30 AM Uploaded a new asset Order 23315 doc Wrote a new note Meeting Notes Added Alain Blackburn to the Opportunities View Appointment Product Demo 0 A Proposal with McGregor A Douglas Yamamoto Akiyoshi Edwards Alan Tan Amy on 10 10 2014 from 9 30 am to 10 45 am Product Demo Take notes O Click on the Notes tab then Add a New Note button SALES PLAN Bold Sales Sales Plan Details Leads Opportunities Assets Calendar Notes Search Con
20. tents of Notes Find Add a New Note O A pop up will appear to start typing in your notes 30 O Specify what kind of note you are creating from the drop down Create New Note nue 2 Category Personal Meeting e 7 sis jlo Members present Barry Allen Your Note Denis Lapierre Mary Smith Business Current company state communication through email and Excel spreadsheet fas cona E Create New Note Email Log mail Log Personal Meeting Phone Call Log Your Note Tag Contact Choose your contacts Tip Keep this tab open to document each call or contact with a company or client quickly before you forget 31 Sales Plan Overview e Sales Plan Dashboard a snippet of all the essential information related to a sales plan from your dashboard Know who created the sales plan the number of companies leads and opportunities attached to the campaign if there has been any recent activity or what is the general outlook for your campaign s success all from a glance e Sales Plan Timeline a convenient look at all your activity over time for a particular sales plan The timeline bar is always in your peripheral view as you navigate through the sales plan modules Sales plan dashboard o Geta snapshot of the activities and progress of your team s or company s sales plans from the dashboard or the Sales Plan tab o Includes some quick data on each sales plan number of c
21. what it s about what is the sales goal how much in sales have you won so far and how much you ll need to meet every month or every week Click the Edit button to change these details Bold Sales Sales Plan Detalls Leads Opportunities Assets Calendar Bold Sales Details 1091 Ib of bold beans Goal 11 739 16 Closed 0 00 Monthly Sales Forecasts Owned By Mary Smith Currency Generate leads 24 o Use the Symplyfy lead generation tool to find promising prospects o Click the Generate Leads button to let Symplyfy do the work for you Bold Sales Sales Plan Details Leads Opportunities Assets Calendar Notes o Use the filter options to narrow your search by location or company type Aaysnpul IHIDAS Filter by location J Filter by company type e ul pea JnoA pul 10 Camy Countries Ea Keyword Marketing Architecture ete Province Size No inputs Find your lead from an international or local area Su a Industry NO Inputs Ei J nce removed accounts Note you can find a lead from companies that are no longer in your active list but you may want to touch base with again Just check the bottom right box before you search o Orif you already have a company in mind add them to your leads by searching your accounts list or create a company on the spot Click the Add Account button 25 Bold Sales Sales Plan
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