Tips & Hints for Sales Reps

Increasing Sales Effectiveness using Libra OnDemand

Tracking your customers, contacts, and deals in Libra OnDemand is as easy as following these steps. All of your information is related, so it’s easy to access and manage. Remember that the account is the starting point and the key to accessing all of your related data.

First Create the Account

The first step is to create the Account. You’ll want to create an Account for every company you do business with - including customers, partners, and competitors.

1. Go to the Accounts tab and click New in the Recent Accounts section.
   
   
   
2. Fill in the information for the account. Don’t forget to fill in the Account Name - it’s a required field!
3. Click Save to save the account and view the detail page.

Note: When editing any data, required fields are marked in red. You won’t be able to save your data if you forget to fill them in.

Then Link Contacts to the Account

Now create Contacts for each individual associated with the Account you just created. The fastest way to do this is to start on the Account detail page.

1. View the detail page for the Account. Try using the sidebar search to quickly locate the Account.
   
2. Scroll down to the Contacts related list and click New Contact.
   
3. Fill in the information for the contact. Don’t forget to fill in the Last Name - it’s a required field!
4. Click Save to save the Contact and view the Contact detail page.

And Finally, Enter All Open Activities for Your Contacts

Finally, create Tasks and Events that you have open with each Contact.

1. View the detail page for the Contact. To quickly find the Contact that you recently created or viewed, try using the Recent Items section on the sidebar.
   
2. Scroll down to the Open Activities related list and click New Task or New Event.
   
3. Create a New Task for any action that you plan to perform such as sending a proposal or making a phone call.
4. Create a New Event for any calendar-specific activity such as a scheduled meeting or a conference call.

Don’t forget to log all completed activities into the system. You can do it by pressing the Cls button next to each open activity. If the customer calls you or sends you an email and you want to record that in the system, scroll down to the Activity History related list on the Contact and press the Log A Call button. You can enter call notes or copy and paste the email contents into the Comments field on the Log A Call page.

Original Salesforce.com materials were used to prepare this document.