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New Biz Buzz
October 2013
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
Success Stories
• Ashlee – Royal Diamonds - $122k• Kate – Syntec Intl /Sennheiser - $18k• Morgan – Skiddoo - $30k• Steve – 1800 Blinds - $55k
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
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