Share: Sign up for the Newsletter Past Newsletters SalesPad Solutions - Reminder: Turn on images for the best experience, and add erin@salespad.net to your address August 2011 www.salespad.net | sales@salespad.net | 616-245-1221 In This Issue: Sales Document Tasks | Latest from SalesPad | August Schedule A1 SalesPad® Featured Functionality - Sales Document Tasks For our latest major release, SalesPad added a feature called Scheduled Tasks, or Sales Document Tasks, which allows users to create CRM tasks on a customer card from a sales document, based on document characteristics and items on the document. The tasks can also be sent to sales reps' SalesPad Today calendars, or their Outlook calendars with the SalesPad GP Outlook Add-in. Scheduled tasks can even be set up as part of workflow so eligible documents create tasks automatically. SalesPad Scheduled Tasks SalesPad Scheduled Tasks Here are a couple of examples of where this feature would be particularly useful: At the document level: An HVAC company that performs annual inspections on furnaces and air conditioners schedules reminders to contact customers for their annual inspections as they invoice the current inspection. At the item level: A company selling water purification systems schedules a line item task based on the purchase of specific filters that have known estimated life spans. The reminder would be useful in contacting customers to replace their worn filter. Watch the video to the right (or go to http://www.youtube.com/watch?v=qwb-INpz_9E ) to see how Scheduling Tasks works. Security sub-settings and user fields control whether tasks show the document number or the item number(s), how far out tasks are scheduled, etc. The task created in the video is a document-level task, and to create an item level task, eligible items would first be selected on a user defined field in Inventory Lookup, or assigned based on serial number. Have you upgraded to SalesPad 4? If scheduling CRM tasks would be useful in your business, get a detailed how-to PDF at http://goo.gl/rS8Gm . Read More - Blog Post Please contact sales@salespad.net with any questions. A3 The Latest from SalesPad Distribution Software Blog Read our latest blog: CRM is Easy with Automatically Scheduled Tasks 07-26-2011 15:44:45 PM More on SalesPad's Sales Document Tasks and how it makes customer relationship management easier....» new salespad iconLatest features added to SalesPad: If you're about to upgrade to the latest version, you can benefit from these recently added features: · Item Kit Components · Multiple discounts on a sales document · Icon Tooltips · Customizable headers and more ability to modify document properties in Counter Sales Search our support section for documentation on these and other newly updated features: http://www.salespad.net/Support.aspx For instant access to the latest from SalesPad, be sure to follow us: Twitter: http://www.twitter.com/salespad Facebook: http://www.facebook.com/salespad LinkedIn: SalesPad partners- http://goo.gl/6WpYg Email: Even if you don't have Twitter, you can sign up to receive our tweets by email, daily or in real time, at http://www.feedmyinbox.com . Just submit "www.twitter.com/salespad " and your email address. a4 August Schedule August 2011 Customers are welcome to attend our End to End Distribution webinars this month, which overview SalesPad, as well as DataCollection, our bar code receiving/fulfillment solution, and ShipTo, which integrates with UPS WorldShip and FedEx ShipManager. End to End Distribution SalesPad, DataCollection and ShipTo Friday, August 12th, 11:00 am EDT Tuesday, August 23rd, 4:00 pm EDT Register at http://www.salespad.net metrofax.comNeed an inexpensive web based fax service that integrates with SalesPad? Many of our customers use MetroFax. Distribution Software BlogSalesPad YouTube ChannelSalesPad Partners on LinkedInSign up for our newsletterSalesPad Solutions ©2011 SalesPad Solutions, LLC