WebSMP 

WebSMP is an internet-based interface that allows you to manage individual accounts in your SMP database from any PC connected to the Internet without loading any additional programs. WebSMP give you the ability to add, update and edit customers and contacts including adding and deleting them from Marketing lists. On customers already in the SMP database you can view account sales history right down to Product Level 3 as well as set goals / potentials and flag your competition. 

WebSMP is perfect for when you are on the road or at a customer and need to view or update information.

To access WebSMP

 Login to www.salesmgmtplus.com and click “WebSMP Interface”. You will be presented with the following screen 

  • Server address: 206.111.88.181
  • Database name: Enter your database name
  • User Id – Use your regular SMP user ID
  • Password – Use your regular SMP password

 The opening screen of WebSMP contains all the elements that you are use to in SMP Pro and SMP Lite, however there are a few differences in selecting and editing customers. One of the biggest differences is that there are now “save” buttons that must be used to save your changes and updates. Follow the steps below.

Selecting customers:

The “select” drop down box is limited to 400 selections therefore we must refine our search before selecting a customer.

  • The first line allows you to choose if you are querying by company (CO), ID#, First name or last name. The default is Company.
  • On the same line is a drop down box where you can select “like” or “Exact”. If you are searching for a customer whose name begins with “Al”, select “like”, type in “Al” and hit Search. The “select” dropdown box is then populated with the first 400 customers whose names begin with “Al”. See below

To Edit Customer Information

  • Click the “Edit” button in the upper right hand corner of the screen. Make your changes and click “save”

To add contacts

  • Fill out the First, Last ,Addr by and title for the new contact and click “Save”. The addrby field is important for marketing campaigns. Please do not omit.

To add Contact Detail

  • You must save the contact information before entering contact detail as explained above.
  • Select the Contact by clicking his/her first name
  • Fill in the contact details as appropriate. Note that you will have to scroll down to fill in all the information. Be sure to select the OK to receive… information since this directly reflects on marketing campaigns.
  • After adding Contact Information be sure to “Save”

Contact Information

The information you enter into the Contact Information screen is specific to the contact selected. Use the scroll bar to the right of the contact information to see more options.. It is within this area that you can enter the contacts email address, alternate address, and phone numbers.

Notice that, by selecting the appropriate tab, you can also place and remove the contact from marketing lists and marketing checklists

 
Tip: The name of the contact you are working on appears above the Contact Information area. Be sure you are working on the correct contact

To Edit Contact information

  • Click on the Contacts First name. Edit as necessary and click Save.

To add a customer:

  • Click “Add” in the upper right hand corner. Complete all fields as appropriate.
  • The Ref Name is the name associated in the look up table therefore if you want to reference the customer in some manner besides their company name enter it here. You must enter a RefName, however it can be exactly the same as the customer name if you prefer.

For example: If you have a customer that has 4 offices they all go by the same name    ABC Company but you know them as “ABC Company South” , “ABC Company North”, “ABC Company East” and ABC Company West” . The customer name for all 4 locations would be ABC Company but the Ref Name would be ABC Company North etc.  When searching for this customer in the “Look Up” list the company will be listed as ABC Company North making it easier to locate.

  • Save the customer information before adding contacts

Viewing Sales History:

At a customer level you have the ability to view the sales history for YTD and the previous 2 years based on product groupings as well as set goals and potentials.

The Sales Figures to the right of Prod Lvl 1 Tot show the total sales for the customer for the last 3 years as well as GP%. Individual product Level 1 sales appear to the right of their Group label. Potential and Goals must be entered at the Product Level. The total automatically fills in at the top of the column

To drill further into the sales at a customer you can see what the customer purchased in the Product Level 1 group by either:

1). Clicking the Sales Detail tab and selecting the desired Product Level from the Dropdown 

2). Clicking the hyperlink of the Product Level 1 desired.

You can also add sales Goals and Potential at the Product Level 2 / 3 level. Updating Goals and Potentials here will automatically override and update the Goals and Potentials set in the Sales screen