Benefits: increase your sales

- more customers
- stronger pipeline
- more visible sales progress
- more relevant information for management
- better prices
- more invoices
- smiles all round

Benefits: Improve Operations and Delivery

- checking contract profitability
- sending sales invoices out earlier
- reducing delays during the contract
- satisfying ISO9000 requirements
- improving customer satisfaction
- smiles all round

Yoolaa - My favourite elements in Yoolaa.

 

Well I’ve been using Yoolaa for five years, in its latest style, so I thought it would be useful to look at what impact it’s had on me and the way I work. I particularly like:

 

Look and Listen:

- Faster phoning, 45 seconds Check actions, documents, sales opportunities, support queries and then dialling direct from the phone no. using the contact dashboard

- dealing with your emails 4 minutes Quickly converting an email into an action, diary entry or document etc

- version control 2 minutes, to save you "Oh. No. How do I get back to what I started with" for documents and any other file format

 

Plus

- Attaching documents ready for a meeting
- After meeting people to attach their details to the diary entry so you know where you first met, so I can say ‘Well we first met at …. On ….

- Doing an emailshot to the individuals I’ve met recently

- Creating quotes and sales invoices

 

The most useful changes in the way I work:

 

* Filing emails as actions or documents and doing away with paperwork (see video)

* Having my PDA up-to-date with meetings and contacts

* Using the speed of passing actions to colleagues and getting the updated task back

* Answering the office phone wherever I am

* Always confident that I’m following up every opportunity, on time

* Inviting colleagues to meetings

* Getting key performance information sent to me when I need it

 

And the results are:

 

§         confidence that I’m doing things in the right order

§         confidence that I’m not losing enquiries

§         confidence that I’m appropriately following up every business person I meet

§         confidence that I can find the file I want, very quickly, wherever I am

§         confidence that all my data is secure and ready for us to use all the time

§         confidence that I have the right tools to help me do my job more efficiently

§         confidence that I’m doing my job effectively, which means

§         more turnover, more profit and better cashflow

§         and better personal rewards

 

confidence that my business information and my business planning is secure

confidence that my colleagues can easily find necessary information when I’m out

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