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Post by RED on Jan 8, 2006 0:56:38 GMT 1
This is important and includes you, yes you the silent majority.Will everyone of the members please email me direct with the 3 most important positive things they would like to see on Sam. Click on my e mail address here. p.hughes27@ntlworld.comOr send me a private message. I will collate this in to a spreadsheet and pass it on in a week or so to the relevant person In time for the Meeting with Hillarys. I will repost this each night to get everybody's attention so please only reply once. Use SAM as the subject line Please keep it brief and no negativity, only what you would like to see in the future. Thanks Red
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Post by glen on Jan 8, 2006 10:52:19 GMT 1
Hi All, I think RED has the right idea here by e-mailing concerns / ideas direct to person who is dealing with each subject matter. No point advertising to management what is going to be asked so they can then have some nice regimented reply ready for you all, I would rather hear there honest answers on the spot not the carefully worded ones. Well done to all involved though, hope it is a productive meeting for both camps, and the results benefit all of us Hillary's and there team of Advisers . ;)I thought the north / south divide was a myth  Glen |
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Post by RED on Jan 8, 2006 18:03:38 GMT 1
This is important and includes you, yes you the silent majority. Will everyone of the members please email me direct with the 3 most important positive things they would like to see on Sam. Click on my e mail address here. p.hughes27@ntlworld.comOr send me a private message. I will collate this in to a spreadsheet and pass it on in a week or so to the relevant person In time for the Meeting with Hillarys. I will repost this each night to get everybody's attention so please only reply once. Use SAM as the subject line Please keep it brief and no negativity, only what you would like to see in the future. Thanks Red |
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Post by RED on Jan 8, 2006 18:58:13 GMT 1
Just a quick update on the SAM survey
I have received quite a few replies and a pattern is emerging on certain things advisor's would like included on Sam.
I will give the results as soon as I have enough responses hopefully all 370 advisor's.
I will not give any indication yet as to what those items are so as not to sway other peoples responses.
However as of yet the response needs to be far greater to give a better indication.
Please get emailing me.
Red
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jerry
New Member
Posts: 9
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Post by jerry on Jan 9, 2006 0:01:54 GMT 1
sam
1) need to know at sales call products of interest..Hillarys idea is not to give this info so you take all aides in...that wont happen agentys are likely to take verticals, rollers and venetians and then go back to car ...so to be professional we need to know.....
2) be able to access diary a week in advance
3) when i put in past customers details , post code, customer number it always comes up unknown..therefore this is not working and i have latest sam update
regards
jerry
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Post by Augustus on Jan 9, 2006 0:27:42 GMT 1
Hi Jerry,
Glad this is raising some good points.
I would have a quick word with IT regarding this.
Also make you are inputing the customer postcode in properly as it's really fussy. It won't like le16 xxx ,Le16 xxx but does like LE16 xxx .
P.
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amberley
New Member
Advisor 5 years
Posts: 49
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Post by amberley on Jan 9, 2006 0:32:08 GMT 1
Hi Red
Thanks for taking this on on behalf of us all. Have sent you my comments on SAM via EMail.
Will also give suggestions on other items in due course.
P.S. was also encouraged to hear of Hereticus' conversations with Ross having seen no postings from Ross since before Christmas
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Post by Blind Scout on Jan 9, 2006 0:39:39 GMT 1
Also make you are inputing the customer postcode in properly as it's really fussy. It won't like le16 xxx ,Le16 xxx but does like LE16 xxx . Spoke to Kevin re this a little while ago and he said the system is not case dependant, but does require the correct format of AAN(N)<SPACE>NAA. If you are having problems speak to IT, they are very helpful. Just tried it, it accepts either case, and the space is required. |
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Post by Blind Scout on Jan 9, 2006 2:11:17 GMT 1
Fast entry, allowing for inputing muti blinds where only sizes change with the ability to globally change blind style, design or colour.
An easy way change customer details, or add any notes fields if the customer wants quote or to see them when order/quote "finalised"
Access to your Calendar/Diary to add or remove availability.
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Bear
Full Member
Posts: 230
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Post by Bear on Jan 9, 2006 11:04:53 GMT 1
sam 1) need to know at sales call products of interest..Hillarys idea is not to give this info so you take all aides in...that wont happen agentys are likely to take verticals, rollers and venetians and then go back to car ...so to be professional we need to know..... 2) be able to access diary a week in advance 3) when i put in past customers details , post code, customer number it always comes up unknown..therefore this is not working and i have latest sam update regards jerry JERRY Listen up.... To find which product interests customer when you go on a SAM appointment DO THE FOLLOWING From the front page click on customer -this brings up the address..ok? Click forward arrow--this brings customer detail Click green forward arrow, then click on the down arrow in the box showing PDA Order..so far so good??? Click now on "Roof/Conservatory Referal" ( Dont ask why just do it....ok!!!!) NOW click Green forward arrow... YIKES it should show which products customer discussed when they rang up. WHY HILLARYS cant put this info in at the front end instead of us having to prat around like this..don't ask either.. Its probably just you!!!!! IMPORTANT when you've read the product info on that page go back out to the front again and proceed in as normal. The machine will default back to PDA Order. Do not do an update or change the date on the machine when in this reference page or you will B****R up the display BIG-TIME.... To being able to access the Diary one week even 3 days ahead would be great and should be on the list of "cost-free" requests made at Meetings North&South. But if they did that it would make life easier for Agents, and Hillarys don't do that, so don't hold your breath. Why do you think, they DON'T want you to know full customer details more than 36 hours in advance??? No, I dont know either, so I infer that it is simply there to make life a little more difficult. Thats they way they are!!! Pleased to help Bear |
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Post by grumperbear on Jan 9, 2006 13:40:36 GMT 1
To view customer details that are not normally seen, just change the date to the day of rhe appointment you are wishing to view.
do the following:
start
settings
system
clock and alarm
and alter the home date.
Just remember to change the date back afterwards.
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Post by RED on Jan 9, 2006 18:32:48 GMT 1
THIS IS IMPORTANT
WILL ALL MEMBERS PLEASE GIVE SOME FEEDBACK TO THE POLLS, MYSELF AND OTHERS ARE CONDUCTING.
I HAVE RECEIVED AROUND 25, THERE ARE STILL OVER 300 OF YOU NOT TAKING PART.
SHAKE OFF THAT APATHY AND GET E MAILING.Will everyone of the members please email me direct with the 3 most important positive things they would like to see on Sam. Click on my e mail address here. p.hughes27@ntlworld.comOr send me a private message. <-------------HERE I will collate this in to a spreadsheet and pass it on in a week or so to the relevant person In time for the Meeting with Hillary's. I will repost this each night to get everybody's attention so please only reply once. Use SAM as the subject line Please keep it brief and no negativity, only what you would like to see in the future. For every negative problem there is a positive solution. Thanks Red
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Post by tarpil on Jan 9, 2006 22:37:19 GMT 1
I would like to see:
1. The facility to book fits, repairs, time out, without ringing diary maintenance.
2. Customer database to be updated more or less straight away. Currently only done once every 3-6 months I am told.
Both the above would give the advisor more control of his diary and reduce the number of contacts diary maintenance have to deal with.
3. Appointment notes, especially time constraints to show on the first (diary overview) page to save having to keep going to page 3.
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Post by biblegenesis on Jan 9, 2006 23:44:05 GMT 1
good old BEAR thanks for that cracking tip on finding out which blind customer is thinking about!!!
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Post by biblegenesis on Jan 9, 2006 23:50:47 GMT 1
Has any Advisor had the same problem as me ...Last 5 orders put through on SAM ..not reached Head Office but in a QUEUE..not SENT... found out ..rang Hillarys only for them to REMOVE my whole Database...is that the only way round the problem...probably cost fortune in lost calls/customers...PLEASE MENTION AT MEETING |
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