Navigator Sales 360: The Hub for Sales Executives

Navigator Sales 360 is a comprehensive tool designed specifically for Sales Executives. It provides essential features to streamline sales processes, manage customer interactions, and track performance.

Key Features of Navigator Sales 360

1. Contact Diary: An organised schedule for appointments and sales-related activities.
2. Enquiry Management: A system to handle and track customer enquiries efficiently.
3. Follow-Up System: Ensures timely follow-ups and keeps sales opportunities moving forward.
4. Vehicle Stock Lookup: Quick access to information about available vehicle stock.
5. Sales Order Processing: Simplifies the creation and management of sales orders.
6. Order Reporting: Detailed reports to analyse sales orders and performance metrics.

Seamless Integration with External Sources

Navigator Sales 360 connects to various external platforms, processing internet leads from sources such as Autotrader, eBay, GForces, AutoExposure, and finance companies. Sales enquiries that come via email are automatically captured, matched with existing customer records, and linked to prevent duplication.

Initial Configuration

Before using Sales 360, some setup is required:

• Adding sales staff to teams.
• Defining enquiry sources and types.
• Configuring the email collector.

Sales 360 Screen Overview

The Sales 360 interface is divided into four main sections:

1. Calendar: Displays time-specific appointments, such as prospect visits, test drives, and handover bookings. Each diary entry is linked to a sales enquiry and can be viewed by double-clicking.

2. New Enquiries: Shows unassigned enquiries, typically auto-downloaded from sources like Autotrader or a dealership's website. Sales Executives within the appropriate teams can see these enquiries. Enquiries must be self-assigned before contacting the customer to ensure efficient handling and avoid overlap.

3. Today's Contacts: Lists active sales enquiries scheduled for follow-up that are not tied to specific appointment times, such as phone follow-ups.

4. Overdue Contacts: Displays a list of contacts from previous days that still require follow-up.

To view or take action on an enquiry, simply click on it within the screen.

Menu Button Bar Functions

1. Create Enquiry: Initiate a new enquiry. Click here for more details on the process.
2. Refresh: Manually refresh the screen. The display automatically updates every few minutes.
3. Customer: Access a customer record without linking to an enquiry.
4. Mail: Send an email not associated with a sales enquiry.
5. Task: Create a task for the Sales Executive. This task is not tied to an enquiry but may relate to a customer record.
6. Quotation/Order: Generate a quotation or sales order independent of an enquiry.
7. Week View: Switch to a weekly calendar view. Note that the lists of Unassigned Enquiries, Today's Contacts, and Overdue Contacts are not visible in this mode.
8. All Enquiries: View a comprehensive list of all open enquiries assigned to the Sales Executive, whether due for contact or not.
9. Main View: Return to the default view of the interface.

Reports Tab

The Reports Tab offers access to various reports, providing insights into sales activities and performance.