2. Local Leader Board 2013/2014
$619,016
1 Morgan $221,620 4 Different Clients
2 Steve $139,370 3 Different Clients
3 Ashlee $126,250 2 Different Clients
4 Kate $61,760 3 Different Clients
5 Kristy $27,123 2 Different Clients
6 Mike $19,650 2 Different Clients
7 Bianca $12,818 2 Different Clients
8 Anthony $10,425 2 Different Clients
Average Booking $30,951
3. Success Stories
• Ashlee – Royal Diamonds - $122k
• Kate – Syntec Intl /Sennheiser - $18k
• Morgan – Skiddoo - $30k
• Steve – 1800 Blinds - $55k
4. Salesforce Synch with Outlook
• Saves a copy of your emails directly into your
Salesforce Account record
• Benefits:
• Search
• Data Quality - address
• Email Quality
• No Reply
• Gemma Pier, IT
5. Salesforce Mobile App
• Salesforce TOUCH – Free at the App Store
• Only for iphone/ipads not Blackberries
• Allows you to leave your Uncovery Notes straight after
the meeting.
• Find the account, click the v arrow, Create Task, click
Type “Uncovery Notes”, leave notes, change status to
Completed, filed in Activity History.
• Or add to your Open Activities notes and change task
date
• Please download and provide feedback
