Introduction for Sales Reps

Introduction for Sales Reps

1Stop streamlines the sales process, making it easy for sales reps to manage appointments, create custom Quotes and Change Orders, and navigate their sales pipeline without complex resulting options. We do this through:
  1. An easy-to-use mobile app with all the information sales reps need to run appointments at their fingertips.
  2. Custom-made, professional Quote and Change Order Templates that auto-populate key information without manual entry.
  3. Easy sending of Quotes and Change Orders for digital signature.

Key Modules for Sales Reps

Sales reps primarily access the Quotes and Contact Module to conduct their daily sales activities. These modules consist of Blueprints, Records, and Custom Views. Explore these features in more detail below.

Quote Module

The Quotes module is a central hub for managing all of your Quotes and updating their status via the Blueprint. You can also edit quotes and quickly send them to Contacts by email or for digital signature. For more details, view the full Quotes Module article.
  1. Quote Blueprint - The Quote Blueprint establishes a standardized process that all team members must follow when managing a Quote through the sales pipeline. It ensures that all sales reps follow the same steps from its initial creation to its final outcome, either as 'Sold' or 'Lost'. F
  2. Quotes Module Fields Definitions - The Quote record consists of multiple sections, which include the standard base fields in 1Stop. This article covers field definitions and related field automations to help save you time.
  3. Quote Module Custom Views - Pre-configured Custom Views make it easy to view Quotes according to their current status.   

Contact Module

The Contact Module consolidates all of your organization's Contacts in one place. As a sales rep, you can view details about every Contact that has been assigned to you prior to your Meeting. You can also add new information about the Contact while attending the meeting. 
  1. Contact Blueprint- The Contact Blueprint establishes a standardized process all team members must follow when managing a Contact's journey, from its initial status as a new Lead to its final outcome as either a Sale or a Lost opportunity.
  2. Contacts Module Fields Definitions - The Contact record consists of multiple sections, which include the standard base fields in 1Stop. This article covers field definitions and related field automations to help save you time.
  3. Contact Module Custom Views - 1Stop's preconfigured Custom Views make it easy to view Contacts according to their current State within the the Blueprint.  

Team Calendar

1Stop makes it easy to see your full appointment schedule via a built-in Calendar. As soon as a Meeting is assigned to you, it will immediately show on your Calendar both online and via the 1Stop Mobile App. View the Calendar by day, week, or month -- on your mobile device or desktop.

All Training for Sales Reps

The following sections contain all the training articles available to help scheduling teams quickly get up and running with 1Stop.
  1. Sales Team Basics - Learn the fundamentals to mange your sales pipeline.
  2. Assigned Meetings Overview - View your upcoming Sales Demos on desktop and mobil
  3. Create and Send Quotes - Learn how to create Quote and send them for digital signature.
  4. View and Manage Quote - View that latest status of all of your Quotes.
  5. Create and Send Change orders - Learn how to create, manage and send Change Orders for digital signature.
  6. Commissions Overview for Sales reps - A high-level summary of the Commissions process for sales reps.

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