Richard Rose (richrose)'s Public Profile in the Diigo Community

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Recent Bookmarks and Annotations

Recurrent activities - Merlin2Users | Google Groups about 11 hours ago
- How can I set some activities to be recurrent
- Unfortunately this feature is not supported in Merlin. But there are
  
  plans, to build this feature in Merlin 3, which will be available
  
  approximately at the end of 2009.
Digital Modeling Recreates Reality for Barnes & Noble Product Launch Event on 2009-12-08
- Digital Modeling Recreates Reality for Barnes & Noble Product Launch Event
  
  November 30, 2009
  
  By Michael B. Baker
  
  Bookseller Barnes & Noble needed rock-star technology for an event launching its electronic reader product Nook in New York last month.
- The company called on event planning and development company InVNT to produce the Piers.
- 3 more annotations...
- - The key moment during the event was the unveiling of the Nook, for which Barnes & Noble wanted an approach similar to what Pyne called peeling back the leaves of an artichoke to reveal the heart. Following speeches by company leaders, Barnes & Noble wanted a quick lighting change and an opening of the staging to reveal a mock-up of the in-store environment where Nooks will be sold.
    
    To pull this off, Pyne and his team used digital modeling technology to simulate the lighting and dimensions of the event space, allowing Barnes & Noble to see and approve the event without having to use the actual space
  - Product launches always present a special challenge for meeting planners, Pyne said, and often are beset by last-minute changes. At this event, for example, attendance doubled at the last minute, requiring a quick rearrangement to accommodate seating.
  - In the end, the 45-minute event was a success, Pyne said, and Barnes & Noble executives were pleased with the results. "This was a big deal for us," according to Barnes & Noble senior vice president of corporate communications Mary Ellen Keating. "We trusted InVNT to stage the launch flawlessly, and they delivered."
57 Internet Possibilities to Investigate on 2009-12-08
- Think about FriendFeed as your own personal newsroom or communications center.
Think Pipeline - PipelineDeals CRM: New Feature: PDF Reports to Print and Share on 2009-12-07
- The Deals PDF
  In this PDF, we expose all relevant deal information you see on the deals page, as well as all of your notes and conversation history. Just click on the PDF link in the navigation menu, then click on the link in the pop up notification. Your PDF report will also be sent via email with a special link for downloading.
Sales Pipeline Reports on 2009-12-03
- What reports are available in Pipeline?
  
  PipelineDeals offers simple and powerful reports to manage and see your deals.
  
  My Pipeline – is a simple and quick view of your active sales pipeline
  Deal Status Graph – provides a pie chart showing your deals and their current status, as well as the Top 5 Deals for each major status – red, yellow, or green
  Deal Stage Graph – provides a pie chart showing your deals and their current deal stage, as well as the Top 5 Deals for each major deal stage. Note that the Signed and Lost stages are not shown on the Top 5 chart.
  Leads Report & Graphs - displays all of your leads, revenue associated with lead sources
  Commissions Report & Graphs - displays commissions for any signed deals
  Deal Milestones Report - provides easy to read traffic light status on all of your deal’s milestones
- Can I filter my sales pipeline reports?
  
  Absolutely. You can slice and dice your sales pipeline data using the my pipeline report. Filtering capabilities are available for the following fields:
  
  Deal Owner
  Deal Size
  Deal Stage
  Deal Status
  Expected Close Date
  Modified Date
  Create Date
  
  You can also easily search for any deal in your sales pipeline by typing a few letters into the deals column.
- 10 more annotations...
- - How do I sort data in reports?
    
    You can easily sort data by clicking on the column headers. The up and down arrows indicate whether your data is in ascending or descending order.
  - Can I create my own report?
    
    This feature is currently not available.
  - Are sales pipeline charts and graphs available?
    
    Yes. The following sales pipeline charts are available:
    
    Number of Deals By Stage
    Number of Deals By Status
    Monthly and Yearly Sales Commissions
    Monthly and Yearly Revenue
    Deals By Stage Pie Chart
    Deals By Status Pie Chart
    Lead Source Revenue Breakdown
    Avg Number of Days to Close
  - Which users should use the pipeline reports?
    
    The pipeline reports are designed for sales professionals at all levels: sales agents, sales managers and sales executives. Sales agents can use the new filtering tools to better manage and track their sales deals. Of course, sales agents can update their entire sales pipeline from this one simple screen as PipelineDeals.com reports are live and interactive.
  - Who owns which deals? And how many $ are in their sales pipeline?
    
    Simply select the deal owner from the filter and you will get a list of sales deals associated with the specific owner. We also total their sales pipeline $ so you can see those $ against your full sales pipeline.
  - Which deals are closing soon? Which are past due and need attention?
    
    We provided easy filtering for deals closing in the next 7 days, next 30 days, next 60 days, next 90 days and beyond. Most importantly, you can easily pull up past due deals. Past due deals, are those deals that have crossed their expected close dates that someone should be asking questions about.
  - Which deals in my pipeline are green, red or yellow status?
    
    Easily produce a list of deals that are in trouble or progressing forward. Of course, you can combine this filter with any other for powerful query ability. For example, Which deals are green and closing soon? Which deals are red or green by owner?
    Which deals are in each of my specific sales stages?
  - Just select your sales stage - for example, lead, proposal, contract or your custom sales stages to easily produce a list of deals in each stage. Again, you can combine any of the filters for powerful queries such as Which deals are in my largest in the lead or proposal stage? Those deals may warrant special attention.
  - What is the deal milestones report?
    
    The deal milestones report allows you to quickly find out how a deal is progressing against pre-defined milestones and expected dates.
    
    The deal milestones report works best in conjunction with to-do templates as defined by your administrator. The to-dos template allows you to setup and manage a specific sales process that is consistent across your team.
  - How are the red, green and yellow status indicators determined?
    
    For Red Lights:
    If the actual date you completed your event is greater than the expected date, then your status will be red.
    
    For Green Lights:
    If the actual date you completed your event is less than or equal the expected date, then your status will be green.
    
    For Yellow Lights:
    If your event has not been completed, then your event will be yellow status.
Calendar on 2009-12-03
- How do I add an event to the calendar?
  
  Go to the calendar page.
  Go to the day for which you would like to add an event.
  Click on the green + icon.
  Enter event details.
- How do I move an event on the calendar?
  
  Go to the calendar page.
  Find the event.
  Drag and drop the event to the new date.
- 3 more annotations...
- - How do I move a calendar item to a date that is not shown in the upcoming four (4) weeks?
    
    Go to the calendar page.
    Go to the day for which you would like to move the event.
    Drag the event over the “Next 4 Weeks” link.
    Drop the event on the specific day.
  - Can I share my calendar?
    
    Manager’s have visibility to their team’s individual calendars. If your team is setup in an open model with all users as Executives, everyone will have visibility to each other’s calendars.
  - Does the calendar sync with Microsoft Outlook?
    
    Currently, the calendar does NOT sync with Microsoft Outlook.
    
    Does the calendar ical?
    
    Yes, click on the ical icon to create an ical calendar feed. You may use the ical feed in any ical supported calendar such as Apple’s ical program, 30boxes, Google Calendar, and Outlook 2007.
Contacts Page on 2009-12-03
- Can I email contacts individually or in bulk from the system?
  
  We will launch your default email client (e.g. outlook, gmail, etc.) if you click on a contact’s email address. You cannot email contacts in bulk out of the system.
- How do associate a deal to a contact?
  
  Search for your contact.
  Click on the Full Profile link from the contact’s business card that is displayed in the search results.
  Add a deal from the Deals menu on the left.
  Click Save.
- 8 more annotations...
- - Can a contact be associated with multiple deals?
    
    Yes, you can associate a contact with many deals.
  - What is the difference between a lead and a contact?
    
    A lead has a lead source associated to it, contacts do not.
  - What is a lead source?
    
    Lead sources allow you to track which marketing programs are most effective in driving your business. A lead source could be your website, a trade-show, a referral, an existing business relationship, direct mail campaign, cold calling or any means by which you generate and prospect for business. All contacts in PipelineDeals can be entered with an associated lead source which can be customized for your business.
    
    Lead sources are setup and managed by your administrator.
  - What is a company directory?
    
    The company directory lists all of the companies associated with your contacts. You can find a company by typing a few letters in the search box from the company directory page.
  - How do I find all the contacts I know at a specific company?
    
    Search for a company in your company directory.
    
    Then click on the company name to display all the contacts at a specific company.
    You will also see any recent conversations that have been documented for all contacts across the company.
  - What are tags?
    
    Tags are a powerful and simple way to classify your contacts. For example, let’s say you wanted to classify Bob Smith as a “Golfer” or as a “Marketing Expert”, simply add the tags to the person on the contact profile page or when you add a contact into the system. Think of tags as a way to group your contacts together.
    
    You can add those same tags to some of your other contacts. So, if you want to produce a list of all “Golfers”, simply click on the tag, “Golfer” on the contacts page.
  - How can I find my contacts by tags?
    
    Go to the contacts page.
    From the More Ways to Search menu on the left, select By Tags.
    A list of all tags for your contacts are available.
  - Can I add a tag to more than one contact at a time?
    
    Currently you cannot add a tag to multiple contacts at once or search on multiple tags at once.
Deals Page on 2009-12-03
- What is a deal?
  
  PipelineDeals is built around deals. A deal quite simply is a business opportunity that you would like to track in your sales pipeline. The deals page allows you to track and find everything you need to get the deal closed in one place.
  
  Deals usually but not always, are a company name or a company name with a description of the business opportunity. (Example – “Cisco Systems”, or “Cisco Systems – Advertising Deal”).
  
  Deals can also be a person’s name and not a company name if you sell to individuals.
- What do the deal statuses - red, green and yellow mean?
  
  Deal statuses are simple visual indicators to let you know the current state of your deal. The statuses are not connected to the deal stage or probabilities of the deal. They are meant to be used as visual indicators for agents, executives and managers to quickly identify deals in a good state, bad state or somewhere in between. Green is good, red is bad, and yellow is somewhere in between.
  
  In the PipelineDeals status chart, we show you the deals with the highest $ amount in each status color - red, green, and yellow. You may want to pay special attention to the deals in the red column and green columns to see if you can help move the deals into a better status, or get the deals signed.
- 14 more annotations...
- - What is an expected close date?
    
    The expected close date is simply the date you expect your deal to be signed, won or closed. It is a key milestone for every deal in your sales pipeline.
  - How do I track multiple business opportunities for one account or deal?
    
    Simply use the Add Deal to this page link below the deal summary. You will now be able to track all of the business opportunities for one account or company. This link was formerly known as the Mini-Deals feature.
  - Should I create deals for all of my leads or prospects?
    
    In general, the answer is no, but it really depends on your volume of sales leads and number of accounts associated with your sales pipeline.
    
    If you have a very small number of leads or prospects, you can directly create a deal for every and all leads. If you have a larger amount of leads and prospects, you will only want to create deals for qualified leads.
  - Can I import deals from an Excel CSV file or another CRM system?
    
    Not yet, but we are working on it.
  - How do I delete a deal?
    
    Press the delete trash can on the upper right of the deals page opposite the deal name. Please note that only deal owners can delete deals.
  - What are to-dos & events?
    
    To-dos and events allow you to tack and manage all of the tasks you need to get the deal closed. You can classify each to-do or event with category such as phone, email, fax, appointment, or to-do.
  - Can I define custom to-do categories for my business?
    
    Not right now. We expect to allow for this in the future if there are customer requests for this feature.
  - How do I use notes?
    
    Notes are powerful ways to document your sales process for the deal. You can quickly enter a note title and text for something you want to remember.
    
    Optionally, you could also add a contact and associate the note to both the deal and the contact. The note will automatically be stored in the contact’s profile and for the deal. For longer notes, use the documents feature.
  - Can I forward an email to PipelineDeals to track communications for a deal or a contact?
    
    Yes. Simply, forward, or bcc your PipelineDeals email account. Your PipelineDeals email account is username@pipelinedeals.com. Please note that you must send in the email content from that email address that is associated with your PipelineDeals account for security and spam prevention reasons.
    
    The email will display in your Inbox on the PipelineDeals home page for you to associate to a deal or a contact. If the email TO: address is associated with one (1) deal, we will automatically attach the note to the deal and contact profile.
  - How do I find my deals?
    
    Just use the deals directory on the left part of the screen. All of the deals that you have access to will show up in the deal directory. The deals directory allows you to quickly search for any deal by typing the deal name in the search box.
    
    In addition, you can quickly find recent deals, archived deals, my deals and deals not updated in 30 days by clicking on the appropriate links. Deals not updated in 30 days is your way to find those business opportunities that are getting neglected and need some attention.
  - How do I quickly find my own deals versus those of my team?
    
    The My deals feature allows you to quickly pull a list of deals that belong to you. PipelineDeals will show you all the deals that you have visibility to by default. For example, the deals page will display all of your team’s deals in the deal directory.
  - How do I find who owns a deal?
    
    If you bring up a deal that doesn’t belong to you but someone on your team, you will see the deal owner clearly marked in the upper right of the deal page for that specific deal. You can also filter your My Pipeline report in the reports by the owner field.
  - What are deal conversations?
    
    Deal conversations allows team members to post quick messages right onto the deals page - front and center. The purpose of deal conversations is to facilitate communications about deals among team members or between sales managers, sales executives and their teams.
    
    To use conversations, perform the following steps:
    
    Type a short message into the conversations area
    Your message will be posted right onto the deals page
    Your message will also be sent in an email to all of your team members that are sharing the deal
  - Can I share a deal with someone who does not have a PipelineDeals account?
    
    No, deals can only be shared with PipelineDeals users right now.
Home Page on 2009-12-03
- Can I customize the home page?
  
  You can customize the look of your PipelineDeals home page by dragging a module to a new location. You can move each module up or down or between columns. You can also expand and collapse each module.
- Can I forward/bcc/cc email copies to my contacts’ or deals’ pages in PipelineDeals?
  
  Yes. You can use your PipelineDeals inbox on the Home Page. Your inbox is your place where emails can be forwarded or blind copied (BCC’d) from your default email client such as Gmail, Yahoo Mail, or Microsoft Outlook into PipelineDeals to be associated with a deal or a contact. To send an email to your inbox:
  
  BCC or forward to your special email address: yourusername@pipelinedeals.com and the email will be forwarded and a note created.
  If we cannot find the contact, you can simply associate it to a deal or contact directly.
  
  NOTE: You can also send emails with attachments right to your email inbox. The attachments can be associated to a deal and will display both on the deals page and the documents page.
- 6 more annotations...
- - Can I change the default chart in my sales dashboard?
    
    Yes. You can set the default chart in the My Settings screen.
  - Why do I see data for only 5 deals in the rollover for the pipeline charts?
    
    We limit the data in the rollover to the 5 largest deals in your sales pipeline.
  - Can I filter the charts to just show my own data and not my teams’ data?
    
    Not just yet. By default, we are showing you data associated with all of the deals that you have visibility to. (e.g. your deals plus those of your team)
  - What are latest activities?
    
    Latest Activities show key events that have taken place for you and your team over the last 7 days. For example, if you sign a deal, change a deal status, add a note, or complete some to-dos, those events will display in the latest activities box.
    
    The latest activities can also be received as a daily email. Just enable on the My Settings page. You can also get the latest activities in an RSS feed.
  - Can I filter the latest activities to just show my own data and not my teams’ data?
    
    Not just yet. By default, we are showing you the latest activities associated with all of the deals that you have visibility to. (e.g. your deals plus those of your team)
  - How do I use RSS feeds?
    
    This feature is not yet live. RSS feeds (really simple syndication) allow you to keep up to date with all PipelineDeals sales activities. You can see the latest activities or you weekly agenda using any RSS feeder such as Google, Safari or NetVibes.
Valiant I.M.C. Exhibiting at National Education Computing Conference (NECC) on 2009-12-02