Enterprise - Sales & Account Management Manual

Welcome to Enterprise™ for Sales & Account Manager! 

TempWorks® Enterprise system is the heart of our software. It includes a full front and back office functionality and integrates seamlessly with our other software as well as with 3rd party integrations. This guide is here to provide a road map for front office sales and account managers to help them understand the full functionality of Enterprise. 

When we talk about Sales and Account Management, we mean anyone who works with employees to help find them a job. This can include:


New to Enterprise?

If you are brand new to our software, we recommend you start by checking out our TempWorks University Videos. These videos are designed to give you an overview of our system and walk you through some of the basic functionality. 

For sales, we recommend the following sections: 

  • Enterprise 101 - provides an overview of important information including how to navigate and what is hierarchy
  • Recruiter 101 - provides an overview of basic front office functionality - you can focus on the customer and order sections

There are many videos under these topics that you can watch. We recommend watching just a few videos at a time and following along with the quizzes and workbooks provided. 

*Note* If you are looking for more training, we offer weekly webinars that you (or your admin) can find and sign up for via Bridge. 

The following sections of this guide provide links to articles to learn about different functionality. These sections are separated by topic and are organized to help you navigate from basic functionality to some of our more advanced options all with the sales and account management responsibilities in mind. 



Managing Prospects & Sales Process

What is a Customer Record?

The Customer section of Enterprise contains your prospect, current, and any past customers you have worked with. These records are filled with relevant sales, and contract related information as well as invoice options, etc.

Check out the following links to learn more about tracking your sales process. 

Prospect & Sales Basics

Start with the following articles to gather more fundamental knowledge related to customer setup & sales:


Sales Process Questions to Consider

Download this file as a PDF (click the PDF icon at the top)  and take notes or discuss these questions with your team:

QuestionAnswer
When will you enter customers into the system? (ex. when prospects? or only after the contract is signed?)



What types of actions/processes will you be documenting with message action codes? (ex. phone call, email, presentation, lunch meeting, etc.)




Will you be filling out "how heard of" information to track marketing campaigns?




How will you determine sales teams? (groups or individuals?)  Who is in charge of managing sales teams in the system?




What will your sales pipeline look like and what statuses/stages are you tracking with the sales pipeline?







Managing Customer Information

What Do You Do After You Get the Contract?

Once a customer has signed a contract, you may have additional steps needed to document their contract details and have the customer record ready for orders.

Check out the following links to learn more about customer record keeping options:

Post Contract Info

Consider the following options for tracking information on the customer record:

Invoice Related Setup 

After a contract is signed, you may need to set up invoice related information. Consider the following options for invoice setup:


Post-Contract Process Questions to Consider

Download this file as a PDF (click the PDF icon at the top of this article)  and take notes or discuss these questions with your team:

QuestionAnswer
Who will be entering the invoice setup information?



Will you be utilizing the customer default options? If so, who will enter this information once a customer has signed a contract?



Does your team need to do a credit check before a customer can be marked as active? What other customer statuses might you use?



Do you have larger customers that might need billing or reporting separated by departments? Who will be responsible for creating department records or additional worksites?



Will you be tracking PO numbers for customers?




Are you saving important customer documents electronically?






Creating Customer Requests

What is an Order Record?

The Order record contains information regarding all job openings (requisitions, openings, requests) placed by customers. Order records hold valuable information including shift times, start dates, financial details, worksite details etc.

Check out the following links to learn more about the assignment record options:

Order Basics

Use the following links to learn more about creating orders: 

Advanced Order Topics

Check out the following articles for more advanced order options:


Order Process Questions to Consider

Download this file as a PDF (click the PDF icon at the top of this article)  and take notes or discuss these questions with your team:

QuestionAnswer
Who will be responsible for talking with customer contacts and creating order records in the system?




What information needs to be filled out on a customer record before an order is created or filled?




What information is required on an order before a recruiter can start filling it?




How is it being communicated to recruiters that there is a new order ready to be filled?




Will you be using Multiplier Codes or Rate Sheets to make sure billing rates and pay rates are accurate?




Will you be posting to the TempWorks Job Board or using any other Job Board Integrations?





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