Overview on Sales Programs

Overview on Sales Programs

Learning Objectives
At the end of this article you will know…
  1. What Sales Programs are
  2. How to use Sales Programs & Sales Program Invitations

What are ‘Sales Programs’

Sales Programs have recently been renamed from ‘Sales Tactics’.

These are strategic initiatives designed to increase revenue and typically involve a combination of targeted marketing efforts, relationship-building with clients and agencies, pricing strategies, and special promotions.


How to use Sales Programs & Invitations

Thynk Users can create and manage Sales Programs. Below is an example of creating and managing such a program.

Meet Sally, the Sales Manager at Hotel Paris, who has been discussing with her team about hosting a networking event for some of the hotel's VIP clients on National Croissant Day. This presents an ideal occasion for fostering business discussions over delectable croissants.

Sally initiates the Sales Program, forecasting a budget of 500 euros, specifying the event's date, time, and other pertinent details.

With a list of clients to invite, Sally goes to the 'Sales Program Invitations' section and extends invitations to each contact. She can track the count of invited contacts and the corresponding number of accounts.

As responses come back over the following days, Sally logs the attendees who have accepted the invitation into the Sales Program by going to the ‘Sales Program Invitations’. The total of accepted contacts and associated accounts updates automatically.

On the day of the event, Sally and her team engage with the clients, having productive discussions and cultivating potential leads. Post-event, Sally goes into Thynk to mark the attended contacts; the number of attended attendees and corresponding accounts update automatically. Additionally, she flags the event as completed, and writes post-event notes. Sally also indicates whether the Sales Program should be repeated in the future and records the actual amount spent.


How to create and Sales Program and Invite contacts

  1. On the App Launcher type in and clicks ‘Sales Program’

  2. Click ‘New’ and the following window will appear
  3. On the saved Sales Program you will be able to see more fields, which most will normally be used for post-event information. An interesting feature you will see are summaries of invited, accepted and attended contacts and accounts.



  4. On the saved Sales Program click the ‘Related’ tab and click ‘New’ on ‘Sales Program Invitations’


  5. A window opens for you to add the Contact you’ll be inviting. Also search for the account and select it here. lick on ‘Save’


  6. You can always go back to the Sales Program Invitation and mark the contact as accepted and attended.


Best Practices for Sales Programs

  1. Always follow your internal SOPs how to use Sales Programs and Sales Program Invitations
  2. If you would like to repeat a Sales Program, ensure you have set up a task reminder in the future.

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