Coordinate your campaigns by sales territory To create a search based on territory or assignment: Select ‘add fields’ to view list of available search criteria. Choose fields. Fields are listed alphabetically. Assignments are listed under ‘Record Managers’. Territories are typically
Dissect past payment and financial spending to qualify your buyers To create a search based on financial spend: Select ‘add fields’ to view list of available search criteria. Choose fields. Fields are listed alphabetically. The financial fields will be appended with ‘(AREC)’.
Select one or more Market Segments to focus your communication by industry To create a search based on markets segments and account profile info: Select ‘add fields’ to view list of available search criteria. Choose fields. Fields are listed alphabetically.
Create special promotions based on past equipment purchases To create a search based on customer’s past purchases: Select ‘add fields’ to view list of available search criteria. Choose fields. Fields are listed alphabetically. The account equipment fields will display “(Equipment)”
Manual Import If you have prospect list that you would like to utilize in Target, contact support, and we will work with you to import your additional prospect data. Account clean up efforts are a common but time consuming problem
What is required of an organization to sell is ever changing. In today’s marketplace, it is becoming critical your resources are with the right customers and prospects at the right time. You simply cannot afford to reach out to everyone
Target is the starting point for any campaign. If you need to take actions outside of Handle, you can easily export your participants list. Select one or multiple Accounts to be exported Click the Excel icon File will be saved
If you have account lists from other reports or your business system, they can be imported into Handle Targets to create bulk actions or Target campaigns. It is also possible to import prospect lists from other sources. Click the Participants
Participant status The Participants Grid allows you to see and sort by Status Pending: No Activities exist for this Account in this Target Active: Activities have been created for this Account in this Target but are not complete Complete: All
Participants List The Participants list in Target allows you to create activities en masse and review activity status. When an account is first added to Participants list it will display as Pending, because it does not yet have any associated
The ability to search for and extract date is a cornerstone of Handle. Target has these advanced search functions built directly into it to help you quickly create a list of Participants in your Campaigns and Projects. To create a
Create a new Target for any strategic team initiative. Select Targets in the Navigation Menu Add New Enter a Name, Description, and any additional details ‘Active’ status will show in Target list ‘Complete’ status will be hidden from Target list
Any information you are collecting can now be used to generate new Target lists or or add to existing ones. For example, you may want to generate a list of customers and prospects that have expressed interest in a certain