GenRe Software

SALES PROSPECTING AND SCRIPTED CALLS

The system menu consists of 9 programs. 

Four are essential programs: Prospects database, Activities, Scripted Calls and Scripts. 

Five are simple programs that hold reference files, so-called because the files are used primarily as drop down list of other programs.

Assistant Window

When you login to GenRe Software, this window tells you what to do next. It automatically pops up for demo versions and remains until the session is terminated. For production versions, it is activated via the help icon.

Prospects Database

This screen is used to capture prospect data:

The sample screen includes a picture (you can have 2) which may initially hold a copy of the contact's business card. 

Update the other fields every time you get more information. 

You can also modify and expand the screen and add more data fields anytime, and without reorganizing your existing database.

List Boxes

There are several list boxes to reference files: groups, event names, occupation and suburbs. 

You can activate 10 list boxes per screen. You can even create list boxes that point back to prospects database. 

For example, you can have a list of prospects sorted by name, occupation or suburb so you can retrieve records from the list and without entering record keys.

Cross Reference

Cross references represent another method of showing other files while the prospects screen is open. 

Click [Current prospect's activities] to show the activities file or click [Scripted calls to the current prospect]:

You can have 9 cross references per screen. 

For info on how to create them, click the [Help] icon and read subjects Cross Reference, Cross Reference Design and Cross Reference, How to Create.

Appointments

Use the task and appointments module to create and manage appointments. 

This module is discussed in the web link Appointment and Task Monitoring Module as well as help subjects Weekly Planner, Reminders and Posters.

Activities

Activities may be recorded using this screen:

Creating Scripts

Use this screen to create your scripts:

Scripted Calls 

Use this screen when you call a contact. 

First, get a prospect and a suitable script from the drop down lists.

You may enter the other details during or after the conversation.

There is a follow up section (next date, time and action) at the bottom.

You can modify this screen to fit your needs.

Reports

There are two ways of creating reports.

The first is via the Show Records module.

Data entry programs show the navigation buttons, on top right side, whenever one or more records are retrieved. The middle button, [|<>|], calls the Show Selected Records screen.

To create a report, click [Print] and the columns that you wish to print. Then select a Microsoft program...

In this example, Excel is selected. The records are created into an Excel file:

The second method is to use the Report Manager. Its initial screen lists the existing reports. 

For details on how to create, modify or clone reports, read subject Reports.

In addition, the assistant window guides you on what to do as you go from screen to screen. At the start of Report Manager, this is displayed:

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