Using Next Touch Functionality
- Stephanie Pepper (e-manage|ONE)
- Maresa Rojas
The "Next Touch" functionality in e-manage|ONE software is a powerful tool designed to simplify and optimize the pre-sales process. By assigning a series of tasks along with deadlines, this feature guides salespeople through project progression efficiently, ensuring that no critical steps are overlooked. In this guide, we'll walk you through how to set up and manage "Next Touch" to boost your sales team's productivity.
Setting Up the Next Touch:
When configuring the "Next Touch Type" and "Date" for a project, it becomes immediately visible on the salesperson's events calendar. This visibility empowers salespeople to manage their pre-sales tasks conveniently while offering flexibility to adjust their schedules as needed.
Adjusting Next Touch Settings:
Open the Project Information Window.
Modifying Next Touch in the Project Information Window:
This method offers a straightforward approach to updating the next steps in a project's lifecycle, ensuring that all tasks are managed timely and accurately.
From Current Opportunities:
If viewing projects in a grid, you can right-click on one or multiple projects to set or change "Next Touch" attributes. Be sure to confirm your changes by clicking the "Set" button.
Use this centralized location to adjust settings as the project progresses.
To improve efficiency, the software allows you to configure "Next Touch" details for multiple projects at once. Select the desired projects, right-click, adjust settings, and confirm with the "Set" button.
Updating from Current Opportunities:
Directly update the "Next Touch Type" and "Date" from the Current Opportunities section. Utilize the dropdown menu in the corresponding column to make these updates, ensuring that project management remains flexible and responsive to changing needs and priorities.
The comprehensive approach provided by the "Next Touch" functionality in e-manage|ONE software empowers sales teams to efficiently progress projects. By maintaining momentum and ensuring that pre-sales tasks are systematically managed, this tool significantly improves the chances of successful outcomes. Make the most of "Next Touch" to streamline your pre-sales processes and achieve greater efficiency in your sales efforts.