Flashbay:Office Staff Manual
Office Staff Manual
Sales Staff Manual
Technical Manual
Sales Trainee Check List
Flashbay Trainee Check List
Day 1
Welcome
Meet Colleagues, Tour of Office
Meet Directors (UK only)
Introduction to Office policies: lunch, breaks, keys
Administrative formalities
Employment Contract, Confidentiality Agreement
Address, Contact Details, Bank Account details collected
Introduction to Phone
Practise making, receiving, transferring demo calls.
Show how to use buttons for company extensions directory
Introduction to Zimbra
Login, Email compose, Spell check, Creating folders, Email signature, Sharing folders, Filters, Tags, Out of office message
Setup A-Z Email Folder Organisation and follow-up organisation
Introduction to Website
Product familiarisation (alongside real sample pack and accessories)
Learn FAQs
Tour of Online Customer Centre (tester@flashbay.com, password: tester)
Introduction to Employee Centre on website
Introduction to Sales Manual
Allow 2 hour for initial read (continual refresh required over 1st week)
Stage by stage analysis of the Sales Cycle
Introduction to CRM Software - NetSuite
Understand Relationship between record types: Customer/Lead, Contact, Sales Order, Invoice, Virtual Proof
How to see own customer/lead list
List views, list editing, sorting by column header, sort using filters
Creating customer, contact, sales order
Procedure to send samples, sample allowance
Understand how adding contact records enables user to login to Customer Centre
Virtual Proofs, Branding Methods and Image Formats
What is virtual Proof and how to request
Guide to Image formats. What is Resolution? How to check resolution? What is Vector file?
Deep understanding of branding methods: screen printing, engraving, photo printing, embossing
Day 2
Case Study: Replying to an example web lead with quote and virtual proof
Price list generator
Understanding of Lead times
Use of Auto text (pros and cons)
Duplicate Checking
Pricing strategies - price levels, reseller vs. final customer
Introduction to Back End processes
What happens at the Factory, Shipment schedules, the Shipment and Order Status e-mail.
Payment Terms , Credit Application, Payment Chasing
Introduction to Flashbay Sales Concepts
MDAR - enforced from week 2
MPR - enforced from 2nd Month
15 minute web lead policy
Every call followed by Email policy
Understand Follow-up stages and frequency
(Preparation: Trainer must arrange assignment of 9 month old web leads with James. Qty: 50 to 500 )
Day 3 to 5
Real Work: Order generation from 9 month old web leads
Review lead history in NetSuite (e.g. price, virtual proof, sample, status)
Devise Organisational procedure for campaign
Gain experience of calling customers (web leads to be called individually)
Gain experience of email wiring (all calls to be accompanied by email)
Real Work: Prospecting and Cold Calling
Trainee to indentify 50 potential new prospects (via web search) to generate leads and orders
Trainee should review sales manual article: How to be a better sales person.
Day 5
Meeting with trainee and trainer, feedback and suggestions exchanged
Week 2
Start as a real sales person
Depending on the progress made during week one and on the outcome of the 'End of Week One meeting', the trainees' lead list may be supplemented by 'New Web Leads' from the Flashaby website
The special two-week trial period ends and there will be another End of Week Two meeting with the trainee. During this meeting general feedback will be given and suitability for the position will be evaluated.
Wiki Guidline
Consult the User's Guide for information on using the wiki software.
