April2015 - Sales Simplicity Software
FOR ALL SESSIONS, GO TO IMEET.COM/SALESSIMPLICITY/ACCOUNTS at the appropriate time
All courses are at 11am Pacific time (2pm Eastern). They last from 30-60 minutes depending on the
course (see descriptions below). Trainer will be available for Q&A at the end of each course. If no
participants have joined a session by 10 minutes in, the session will be cancelled. Please do not join the
meeting more than 10 minutes in advance.
CRM-60min. overview of entering customer information and using the CRM suite. This is geared towards Sales Agents.
SSX- 30 min. For users moving from the older Legacy Sales Simplicity to the newer Sales Simplicity X. Highlights changes
between the two interfaces.
Contract Setup-60 min. Geared for admins. Explains the whole contract/customer report setup process starting from entering
merge fields with our Microsoft Word macros, adding the contract to your FTP, then setting up in Sales Simplicity at the
New!-30min. Will go over any new features released during that month. If no releases have come out that month the
meeting will be cancelled.
Follow Up-60min. For admins, details how to create automated followup tasks and the letters associated with them using our
eBlasts-30min. Tutorial on the new eBlast/Mass eMailing/Customer Marketing tool in SSX that has replaced the older tool in
the Legacy program.
Excel Imports-30min. For admins-how to mass import information to Sales Simplicity using Excel template imports.
User Setup-60min. For admins-a walkthrough of all the user settings and permissions you can customize for your users in the
Full Sales-60min. Goes over the sales process for agents using the full Sales Simplicity-how to enter a customer’s information,
select a lot and plan, options, deposits, stipulations, mortgage selection, and going to contract.