Navigating the Sales and Success Center (SSC) Start here.

Welcome to the Sales and Success Center – a powerful management tool designed to help you scale your business and boost your revenue. This innovative solution will revolutionise the way you approach your clients and prospects, making your sales efforts smarter and more efficient. This groundbreaking solution is designed to position you as the trusted local expert. 

At the heart of the Sales and Success Center, you'll discover a centralised hub where you can effortlessly manage all your clients. You will be able to run Snapshot Reports to warm up cold leads, and inbuilt email marketing to nurture prospects. However, it is not just a sales tool; it also functions as a robust Customer Relationship Management (CRM) system, serving as the primary tool that you will use to handle your customer interactions.

This is the place where you need to log in daily as it becomes the epicentre of your business growth journey. Within this manual, we'll explore critical areas that serve as the foundation for your success. Additional resources can be found on our helpdesk and online academy for further information and support.

To get started log in to your Sales and Success Center:

Once you are logged in you will see the main navigation menu in the left column. Before we delve into each area, here is a short summary of each of the main navigation items:

Dashboard: The dashboard offers a concise overview of activities, tasks, opportunities and upcoming meetings in the Sales and Success Center.

Accounts: View all your prospects in one place and accelerate your sales pipeline growth with the efficiency of Google-powered search.

Pipeline: Take control of your sales pipeline by easily viewing, organising, qualifying, and filtering your opportunities.

Calendar: Stay organised and meet important deadlines with our intuitive task calendar for efficient follow-up and project management.

My Meetings: Enable prospects and customers to schedule meetings with you quickly and efficiently with your dedicated online meeting scheduler. 

Orders: Initiate orders and activate products from the Local Business Online Toolkit to serve your local customers effectively.

Tasks: Organise your prospects' tasks in a structured list and adjust task statuses to reflect the progress in your sales journey.

Resources > Products: Access a wealth of product learning content, housed in one place, allowing you to sharpen your skills.

Resources > Store: Access the store available to your prospects through their exclusive Business Center.

Let's delve deeper into each of these sections for a detailed overview. We strongly recommend logging in and exploring each area in tandem with this manual, as it is crucial to familiarise yourself with these aspects for effective day-to-day business management.

For a complete guide to the SSC, and the rest of your training programme, please see our comprehensive Training Programme Outline document.

We've also broken down the key parts of the Sales and Success Center training into some key sections. You can find the links to these below:

Part 1 - Overview of ‘Accounts’ - Build Your Prospect List Fast

Part 2 - Overview of ‘Pipeline’ - Manage All Your Opportunities in One Place

Part 3 - Overview of ‘Calendar’ - Track Your Tasks Efficiently

Part 4 - Overview of ‘My Meetings’ - Your Personal Meeting Scheduler

Part 5 - Overview of ‘Snapshot Reports’ - The Ultimate Conversation Starter

Part 6 - Overview of the ‘Business Center’ - A One-Stop Dashboard

Part 7 - Introduction to the Local Business Online Toolkit

Part 8 - Activate a 30-Day Free Trial of the Local Business Online Toolkit

Part 9 - Overview of ‘Orders’ - Activate Marketing Solutions

Part 10 - Overview of 'Email Campaigns' - Nurture Your Prospects

Part 11 - Invoicing and Collecting Payments