An overview of the Sales User Role

One of the defined roles in ActiveDEMAND is the Sales User Role. This role gives a Sales person everything they need to leverage many of the ActiveDEMAND sales enablement capabilities. This article assumes the ActiveDEMAND account does not have the CRM enabled. Many of the features available for the Sales Role are used from within the 3rd party CRM via the ActiveDEMAND Chrome Extension

Learn About The Chrome Extension

Menu Structure

The Sales User Role has a very simple user menu when logging in

As you can see, there is no Dashboard Access. The intent of the Sales User role is to provide a login for the Sales User to manage their personal ActiveDEMAND sales tools. When a sales user logs into their account, they will be presented with the 'My Sales Tools' panel.

1. Personal Templates
2. Personal Content Card Library
3. Personal Videos
4. Phone Preferences
5. Email Preferences
6. Personal Public Appointment Scheduling Preferences
7. Third Party Applications

1. Personal Templates (Community Connect)

This gives the user the ability to configure and manage their Email, Voicemail, and SMS. The Voicemail Templates (also known as call completion templates) are covered in detail here:

Learn About Personal Templates

2. Personal Content Card Library

All content cards that have been authored by the sales user will show up here.

Learn About Content Cards

3. Personal Video Library (Community Connect)

A Sales User may want to record their own sales videos. These can be recorded from this panel. Each video creates a content card as described here:

Learn About Working with Videos

4. Personal File Library (Community Connect)

The Sales User may want to upload personal files that are used in the sales process. These files will generate content cards. This area only shows files uploaded by the sales User.

5. Phone Preferences

If the Sales User is using the Chrome Extension for outbound calls, this is where the user selects their primary outbound number. 

Learn About Calling With ActiveDEMAND Prospect Direct

6. Email Preferences

When sending tracked emails (or using call completion templates), the user can have their signature embedded in the emails. If the user connects their personal email account to ActiveDEMAND, any emails sent via the Chrome Extension will be sent using their own email server. Thus they can choose which contacts should be pulled into ActiveDEMAND (and hence the CRM)

7. Personal Public Appointment Scheduling Preferences

Every Sales User gets a configurable appointment scheduler and page for booking appointments with Prospects. The user can configure their availability etc on this page

Learn How To Configure Appointment Schedulers

8. Personal Application Integrations

A sales user may want to integrate their own personal virtual meeting platform that will be used for all meetings booked. As well the user may choose to integrate their personal email account (required community connect).