Home > Digital Workflow > Workflow How To's > Stage 2 - Sales PresentationStage 2 - Sales Presentation
Workflow Hub - Present
You'll want to set up your sales presentation before you present it
to your clients.
Open the Workflow
hub and select the Present Images
stage on the digital workflow drop-down list. Select the session from
the session list and the session images will appear on the left portion
of the screen.
Use the following tips and tools to prepare the images for presentation: (See the Digital
Workflow Reference Guide for a complete list of functions
and features you can use to edit and prepare your images for the sales
Select Multiple Images - Click on an image and then press the Ctrl key and click
on another image. To select a series of images, click on an image
and press the Shift key and
click on the last image in the series. You can make changes to all
the images you've selected.
View Larger - Click Image
the Show group of the ribbon
to open the image view. The selected image will appear larger in the center portion of the screen. You can scroll through the images one-by-one
using the arrows below the main image (or use Q for previous and W for next). Jump to another image by
clicking on a thumbnail on the left.
Organize - Click Image
Groups in the Show
group of the ribbon to display the image groups for this session. They will appear
to the right of the image(s). Right-click in the groups portion of
the screen and click Add New Group
to create additional image groups. You can then drag and drop images
into the folders. The All
Images group will always contain all the session images. The Ungrouped
image group will always show images that are not in any group.
There are many ways you
can use image groups. Create a group for your slideshow and then
rearrange the images as you want them to appear in the slideshow.
Create groups for outdoor and indoor images. Create groups for
your weddings to organize pre-ceremony, ceremony, and reception
images. Within each group you can arrange the images in any order
and then use the Sales Presentation to present these groups to your clients. These
groups are saved with the session so you can access them at any
time. You can even have Spectra/myStratus automatically create default Image Groups for all of your sessions (NEW 2017!). See Company Preferences - Digital for more info.
The software includes a feature
you can use to organize session images in Spectra/myStratus based on
metadata that has been applied in Lightroom. For example, if you
use Lightroom to rate and group images, you can carry those ratings
and groups over to Spectra/myStratus by clicking Organize on the ribbon and then selecting a Lightroom Metadata
Preset you've created for this
type of session. For more information on setting up your Lightroom
presets, refer to the Lightroom
Metadata Presets and Lightroom
Metadata Preset Details topics.
Change Thumbnail Size - Use the Size drop-down list in the Options group of the ribbon to adjust the size of the thumbnail preview images on your screen.
Show Rated Images - Use the Show drop-down list in the Options group of the ribbon to show only images with a specific rating.
Show Image Group - Use the Group drop-down list in the Options group of the ribbon to show only images in a specific group.
Rearrange Order - Click on an image (or a selection of images) and drag to a new location to rearrange the order of the images. The built-in slideshow will automatically show the images in the order you've chosen.
Adjust and Correct - Open the Adjustments panel to make a wide variety of adjustments and corrections to the images. Note: These adjustments are applied only to your preview images and are non-destructive. There is an option to apply your adjustments to the hi-res images during the retouch and/or rendering process. See also: Adjusting Images in Spectra and Perfectly Clear Plug-In
Adjust Slideshow Settings - Your default studio slideshow settings will automatically be used for each slideshow. To change these settings for an individual session, click Change Slideshow Settings. Use MP3 files, WAV files, or music directly from a music CD for your slideshow. MP3 and WAV files are preferred. You can choose up to five songs for each slideshow. After the last song is played, the sequence of songs is repeated. Click OK to save and close the Slideshow Settings for the session. See Setting up Digital Workflow for information about setting up the studio default slideshow options.
Click Start Slideshow
to begin the slideshow.
Press the Space
Bar to start the slideshow, the "I" key to show the image number, and Esc
to end the slideshow.
Click Stop Music
to fade out the music.
third-party slideshows or Animoto™
videos into your sales presentation - Some photographers like to prepare slideshows
or videos ahead of time in other software applications. If your
slideshow software has the ability to export or save a slideshow
as an .EXE executable application file, you can integrate
the slideshow with the Sales Presentation. Simply export your customer's slideshow as
"Slideshow.EXE" and save it to the session's Previews folder. To play an Animoto video instead of
a slideshow, name the video file "Slideshow.MP4" and
save it in the session's Previews folder. When you click Start
in the software, your alternate slideshow
or video will begin. Note: The filename you use must be exactly as indicated here or the software will not recognize it.
Follow these steps to give an effective sales presentation to your clients:
You can set up your presentation
so you control which images your client sees on the projector,
while at the same time selecting from all the images on your monitor.
In order to do this you must have Windows
7, 8, or 10 and the projector must be set up as a secondary monitor. Consult
your Windows documentation for instructions on how to set this up. In the Sales Presentation screen, the Image Viewer portion of the window will be shown on the projector/second monitor and your monitor will display the thumbnail images.
Image edits and settings you made on the Workflow hub will be displayed in the Sales Presentation. If necessary, use right-click or the toolbar to rotate, rate, colorize, and group the images. The screenshot below shows the other options available on the right-click tools menu. See the Digital Workflow Reference Guide for a complete list of features available in the Sales Presentation. Note: Any Perfectly Clear corrections or presets that were applied on the Workflow hub will NOT appear in the Sales Presentation when using the Trial Mode of the Perfectly Clear Plug-In. Find out more about Perfectly Clear on our website.
Go through the images with your client and rate the images. Use the Image Viewer portion of the screen to rank images as not selected (red), undecided (yellow), or selected (green). You can use the arrow keys to move through the images and then use the number keys or the ranking buttons below the image to rank each image (1 for "selected/green," 2 for "yellow/undecided," and 3 for "not selected/red). The following tools may be useful when helping your client decide which images they want to order:
Organize - Click Image Groups in the Show group of the ribbon to display your image groups on the right portion of the screen and choose the group you want to view.
Compare - Use the Ctrl or Shift keys to select multiple images to view side-by-side in the Image Viewer. You can view up to 6 images at a time.
Zoom - In the Image Viewer, press the Ctrl key and left-click on the image to zoom in, or right-click to zoom out.
View Thumbnails - Click Image Viewer on the ribbon to remove the large image section and fill the screen with the thumbnails.
Magnify - Use the Magnifier tool on the ribbon to view the image at the actual size.
Crop - Click Crop on the ribbon to turn on the cropping tool. Use the drop-down list to choose a ratio, if desired. Click Save Crop (or use the S hotkey) to maintain the crop and hide the area outside of the crop box. Click Remove Crop (or R) to return to the original full image. Click Crop again to turn off the cropping tool.
View Actual Size - You can display an image in actual wall sizes by using a projector. Highlight the image you want to project in actual size and press the hot key you set up in Maintenance > Digital > Image Sizes. Remember, if you want to turn a horizontal image into a vertical one, or vice-versa, simply hold down the Shift key while making the hot-key selection and Spectra will invert the width and height for you automatically. For more information refer to the Image Sizes and the Workstation Preferences - Digital topics.
When you're finished rating and editing the images,
you are ready to record the client's order.
From within the Sales
Presentation, click Order Info in the Show
group on the toolbar.
The order information will appear on the right
portion of the screen. You'll see your price list with your Quick Picks
listed at the top. See also: Setting up a Price List
Choose Products and Images - Select the products and packages the client wants
to order for each image. If you select a package that has multiple
prints, find the image for each print and double-click on the image
number field to assign the image to that print. You can also drag and drop a thumbnail image onto each line item on the order.
Set Order Crop - When a client decides to order an image in a specific size, new crop settings should be applied to the image. These crop settings are called the "order crop" and may be different from your "display crop" and unique for each product/line item. To set the order crop for each product, first make sure you’ve set the print height and width in your price list. See Price List Reference for details about those item fields. Then on the order, select the line
item you want to crop. Note: You must choose the line item from the order (not the image thumbnail) to set the order crop. Clicking a thumbnail will simply redraw the display crop. See Cropping Images for more information.
Order Options - Click the Order Options arrow in the top-right corner to view additional order options:
Order Detail - Open the invoice.
Different Order - Open a different invoice
from this session.
New Order - Create a new blank order.
New Payment - Create a new payment for this invoice. See also: Creating a Payment
New Payment Plan - Create a new payment plan for this invoice. See also: Payment Plans
Preview & Export - View, print, or export
the invoice and image detail.
Prices - Reveal the item prices on the screen. Note: Item prices are hidden by default. This is how you turn them on.
Use the Order
tabs at the bottom of the screen to view additional order information:
- View item options, enhancements, notes, and pricing information
(if you are displaying prices).
Record invoice level notes.
View the order subtotal, tax, discounts, and total.
Save the Order - Click Save
on the toolbar to save the invoice.
Record a Payment - If the client has previously made
a customer deposit, you will be prompted to apply it to the current
invoice. Otherwise, you can click New
Payment to record the client’s payment.
Print Invoice and Image Detail Sheet - After recording the payment, click Print
to print an invoice and image detail sheet for the client.
You can create your own custom colorization settings, such
as black & white, sepia, or other tones and styles. Go to Maintenance
> Digital > Image Colorizations. See also: Image Colorizations