JOBZ!
What can JOBZ! do for printing sales organizations?
Just about everything that both sales reps and sales mangers need to be effective and efficient.
The primary areas of capability are:
- SALES WORKFLOW
- CUSTOMER RELATIONSHIP MANAGEMENT (CRM)
- SALES REPORTING, FORECASTING & BUDGETING
- SALES MANAGEMENT
- MARKETING
- CORRESPONDENCE
- EXPENSE REPORTING
JOBZ! is installed on your server, available to your staff on your local area network, and securely over the Internet. Sales reps and their coworkers collaborate through shared, confidential access. Managers have insight to all data in their organization.
Email communication of all documents and reports is integrated, with PDF files created or appended, saved locally and attached to email messages. Customer-facing documents include full-color logo letterhead, personal signatures and individualized return-address information. Multiple corporate identities may be selected, enabling representation of affiliated companies.
No generic contact manager comes even remotely close to JOBZ! in addressing the specific needs of PRINTING sales reps and sales managers. JOBZ! has been in active use and continuous development since the early 1990’s. Here are some quick summaries of the primary capabilities:
- SALES WORKFLOW:
A series of input screens with data entry shortcuts guides the user through the process of selling custom print projects, preparing numerous essential documents with no redundancy and with the greatest possible detail. Contact information is linked dynamically with job correspondence. The entire workflow of the sales process is covered, from Request for Estimate through Invoice Draft.
Jobs may be combined in projects and quoted in matrix/spreadsheet summary form. Data entry is coached. Terminology for specifications and terms & conditions may be personalized by management.
Commercial Print, Digital, Envelopes, Flexible Packaging and Corrugated Cartons may be specified easily, with shortcuts for sizes and styles, substrates etc. that are unique to these specialties. Generic (non-print) jobs may be handled as well. Mailing and Distribution functionality is fully enabled. Digital work may be handled very efficiently with templates and a sales rep pricing estimator for run-of-the-mill jobs.
An emailed JOBZ! estimate request is formatted to paste directly into Hagen or similar systems, so that sales-entered data flows through the estimate and job ticket process.
Strategic pricing capabilities include commission visualization during the customer proposal process.
Users can handle a large number of simultaneous jobs through sorting routines that separate working jobs from those awaiting client approval, jobs that are in estimating, etc. Prep, press and shipping schedules allow production to control work schedules, and even to produce magnetic board schedule cards.
- CUSTOMER RELATIONSHIP MANAGEMENT (CRM):
A complete profile of a customer or prospect can be kept in JOBZ! In addition to the basics, this information can include at least 5 categories of management-defined classification, such as company type and market segment. Simple button-click contact histories keep a record of when they were last called, what transpired, and what should be the focus of the next call. Sorting routines and calendars help ensure follow-up. With the click of a button, contact data, appointments and tasks can be sent to Outlook. A Google Map of any contact's location may be displayed with a click.
The contact information is useful to the sales rep not only for prospecting, but saves time in the course of generating proposals and work orders, since it is all linked to the jobs module.
- SALES REPORTING:
Pipeline (booked and likely sales) / Current Month’s Sales / Jobs In Production (date sorted) / Sales Forecast / Quote Activity / On Press (press, press hours, priority and date sorted) / Recent Sales Activity (trailing 30 days) / Booked Sales (10+ options for sub-summaries) / Sales History (10+ options for breakouts and sub-summaries) / Production Planner Workload / Lost Jobs Competition Analysis
- SALES BUDGETING:
For each of their contacts, a sales rep makes a sales prediction. This prediction can be as detailed as month-by-month, press-by-press (4 types), and can include a plan for achieving this goal. The amounts roll-up to a company-wide budget. More than a dozen different reports of this data are available, with varying levels of detail and sub-summary, including multiple sales organizations. Multiple buyers at a single company can each be targeted individually and rolled up. Different categories of buyers can be targeted, such as Key accounts. Market segments can be isolated, such as Agency work, or Annual Reports. JOBZ! displays Budget vs. Actual Year-to-Date sales at the individual contact level.
- SALES MANAGEMENT:
Sales management is accomplished through several capabilities of JOBZ!, including those listed above and by using the contact management module. Sales reps enter contact information in the course of quoting jobs and prospecting. This information is then used by managers to understand who is being called upon, how often, and how successfully. A sales rep can easily determine if a potential prospect is already being called on by another sales rep. Accounts and prospects may be challenged by other sales reps, and easily reassigned by the manager. When a sales rep leaves the company, the contacts may be distributed among the other reps or given to a new rep.
- MARKETING:
Numerous documents and lists can be generated from this database of people, including mail-merge letters, labels, envelopes and postcards- even personalized mass email campaigns can be conducted, and each recipient’s contact history can be updated accordingly. Because each contact may be classified in a number of ways, highly targeted marketing promotions are possible.
- CORRESPONDENCE:
In addition to all the correspondence listed above in the job and contact management modules, there is an entire database devoted to memos and letters of various formats (including this!) These have the same Graphically Formatted Document features described above, and are linked to the other modules. For example, while viewing a contact record, you have a window into all the correspondence you have ever sent to this person, listed by subject and date. Just click on it to go to it. A Template feature allows the users to select pre-composed correspondence created by managers or skilled writers.
- EXPENSE REPORTING
Nobody likes doing expense reports, but this part of JOBZ! makes it as easy as it can get. It's conveniently linked to a sales rep's contacts, and completely configurable to your needs. You specify an expense at a time, using a minimum of fields (who-what-when-where-why), most with dropdowns to speed data input. Then you choose a report by clicking a button, indicating the month and year, and a completely formatted, sorted, subtotaled report prints out, dated and ready for signatures.
JOBZ! is equally at home in multi-company and brokerage settings, with extensive Purchase Order capabilities.
The best feature of JOBZ! is its long pedigree of development and use, which have honed the program to such a sharp edge that it can truly be said that JOBZ! is the best tool ever designed for selling printing.
Our mascot, the sales force automaton.