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SalesReady Manuals for Account Executives - Using AE mode

Account Executives use SalesReady to track the status of their work. In just a few minutes per day, reps can enter the amount of the sale, date of expected close, and liklihood that the sale will close for each business he/she is in contact with. The central database storage allows management to track the most important sales and help the sales team to close them. Accounts can easily be re-assigned when new salespersons join the team. The new Customer Profile section of SalesReady allows Account Executives to store details about their clients - everything from hobbies to business needs and goals.

  • Account Executives Management Manual
      AE_Management_Features_Handbook-LATEST.doc
      AE_Management_Features_Handbook-LATEST.pdf
  •    

  • Account Executives User Guide
      AE_User_Features_Handbook-LATEST.doc
      AE_User_Features_Handbook-LATEST.pdf



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