·The objective of the Sales course will be to familiarise you with the functions within Simplicity to capture and process potential clients
·After completion of this course you will possess the knowledge and skills required to operate the Leads function and do sales.
·Using Simplicity to do the sales will save the user time and allow the user to get more work done efficiently.
·Note that this is just one option of doing sales in Simplicity and the user can insert their own method of doing sales while using Simplicity.
How to make use of the different features in Simplicity to do a sale:
o This process will outline two process involve in doing a sale when capturing and validating the information of a prospective client.
o The first step in capturing a sale, is to capture the lead's information, each step will be explained below:
o Click on the processes below to view the steps involved in capturing and validating the client information.
Capture Lead Information
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·In order to start the capturing process, the user must first access the lead browse, from here a user can capture, edit and view lead records.
·Click on the insert control and select a method with which to capture the lead record.
Capture Lead using Credit Bureau (Add Lead from Credit Bureau)
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·When the user start the capturing of the sales process, the user must click on the Insert control to start capturing and validating the clients information.
·Lead information can be captured Automatically by use of the Credit Bureau feature.
·When extracting the information from the Credit Bureau, the client will be inserted automatically although the user must ensure that the information is correct and insert any missing information.
·Only information that is available on the Credit Bureau will be inserted, it is advisable that the user follows the manual process after doing the Credit Bureau check to ensure any missing information is inserted.
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oOnce the user has completed the capturing of the lead by use of the Credit Bureau the user must verify the lead information:
Verifying a Lead
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Expand each heading to learn more about each tab involved in verifying a lead successfully:
Lead Information
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·The lead information page is the first window displayed when verifying a lead.
·Below are the tabs involved in verifying the basic lead information.
Lead
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·The Lead window consists of an Applicant tab and a Spouse tab.
·Verify the Applicant and if necessary the spouse tab.
Applicant
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Verify all available information into the Applicant form, for example
§Lead status
§Branch
§Marital status
§Communication methods (Numbers, Email, Post)
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Spouse Information (If applicable)
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Verify all available information into the Spouse form, for example
§Name of Spouse
§Date of birth
§Communication methods (Numbers, Email, Post)
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Once completed move to the next tab:
Employment
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Verify all available information into the Employment form, for example:
§Employer
§Employer address
§Occupation
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Once completed move to the next tab:
Financials
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This is where the client's bank details, strike day and method of payment can be verified.
Verify all available information into the Financials form, for example:
§Bank information
§Action Day
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Once completed move to the next tab:
Notes
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·Verify all available information into the Notes form.
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Once completed move to the next tab:
Budget
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Verify the following into the Budget form:
The affordability (monthly payment) of the client is determined through adding and subtracting the values contained in the various budget tabs.
Income
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·Verify all available information into the Income form.
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Once completed move to the next tab:
Deductions
Once completed move to the next tab:
Expenses
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Once completed move to the next tab:
Fees
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Below are the forms involved in verifying the fee information.
The amount inserted here will have an effect on the proposal and are determined by the affordability of the lead.
Restructure Fees
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·Verify all available information into the "Restructure Fees" form.
·This can be captured manually or by use of the "Calculate Restructure Fee" feature.
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Once completed move to the next tab:
Legal Fees
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·Verify all available information into the Legal Fees form.
·This amount will be inserted automatically if the Legal Fees Fee Master has been set up correctly on the "Fee Master Table".
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Once completed move to the next tab:
Obligations
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·The Obligation Browse will allow a user can capture, edit and view obligation records.
·Verifying all the relevant obligation information on the Obligations Browse will allow the program to generate a proposal automatically.
·Below are the tabs involved in verifying the basic lead information.
General Information
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·Verify all available information into the General Information form, for example:
§Credit provider
§Reference
§NCA Account Type
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Once completed move to the next tab:
COB Information
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·Verify all available information into the COB information. form, for example:
§Inception and Expiry date
§Outstanding Capital
§Interest Rate
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Once completed move to the next tab:
Proposal Information
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·The Proposal Information form displays the calculated proposed figures for the obligation record.
·If necessary overrides can be done from here.
·An obligation record can also be excluded from here.
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oOnce all the information is captured the system will present the user with proposed figures on each obligation.
oTake note of the Proposal Notification bar which will display a message that will aid in obtaining a DCRS solve.
o If a solve is not found, make sure all the necessary COB information has been captured correctly, for details see Proposals.
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Once completed move to the next tab:
Dependants
Once completed move to the next tab:
Consultants
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·Verify the Consultant handling the selected lead's portfolio.
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oOnce the user has completed the capturing of the client the user can send various Reports to the client.