The Desktop Sales Manager provides simple, powerful, effective, and affordable sales tracking and management. Stay right on top of your sales with fast, interactive on-screen visual analysis. 20 data fields and 40 properties capture essentials about each sales opportunity and with the "features" list you can track many, many more important sales details. You'll be Microsoft Office and Outlook friendly - use your Outlook contact information, and create Outlook tasks and calendar appointments that contain all the related sales opportunity information you'll ever need. You can even create a Microsoft Excel spreadsheet that contains your entire sales pipeline.
Sales managers and executives can organize and manage sales territories and sales teams. Each sales pipeline is analyzed in it's own window, and can be combined/rolled up for forecasting. Sharing pipelines from the field is as easy as an email attachment. Distribute and track sales leads to your frontline with a drag-and-a-drop. Store wins and losses (okay, sometimes it happens...) for analysis with a click.
Communicate sales results with 40 powerful, interactive reports grouped organized by revenue, deals, analysis and executive. Get on screen analysis of sales pipelines through over 60 Navigation buttons. Share sales status through reports saved as PDF, Word, Excel, or RTF (rich text format) documents.
Free templates can instantly "specialize" the Desktop Sales Manager for residential real estate, high technology product sales, and professional consulting services.
The optional Template Manager lets you further refine the Desktop Sales Manager for your own industry and your own sales processes through lists, checkboxes, calendars, and text fields.
The Desktop Sales Manager is built upon Microsoft's .NET framework - assuring stability, flexibility, and scalability. Your sales pipeline information is stored as XML data that can be shared among personal computers, PDA's, mobile phones and the Internet.