For sales professionals and teams: contacts, deals, campaigns, calendar, tasks
Track, manage, and master every deal and your entire sales pipeline: dates, revenue, status, journals, probability and more. Deals are linked to contacts, related deals, documents, appointments, tasks, and web pages.
Plan and prepare by crafting your messages, scripted talking points, and anticipated results, then target prospects and create demand with integrated email, print and calling campaigns. A unique integrated browser is pre-wired to help you research your prospects along the way.
Keep critical information about each deal as you move it through the sales cycle: primary contact, product, price, discount, revenue, probability, weighted revenue, expected order date, age, date last modified, progress, rating, next step, next step date, stage, status, features, sales owner, and three time stamped journals.
Link deals to contacts, documents, appointments, tasks, and web pages to keep every detail at hand. Included templates customize the fields for B2B, B2C, Residential Real Estate, and IT Consulting, or customize to your own industry and selling style through an optional utility.
Sales teams won’t need an IT budget to succeed - even with remote sales reps. Campaigns and leads can be distributed via email, a network, or website and even off-site calling campaign activity is automatically logged. Sales activity can be monitored through last-modified dates and both automatic and time stamped journal entries.
Pull together sales forecasts for analysis and distribution with a click. Information is stored in open-source XML files and is ready for integration into your other business applications.
Software On Sailboats website provides free software updates, free support, robust documentation, how-to videos, and user forums. The downloaded software is fully functional during the free one week trial period. It can be licensed on line at the Software On Sailboats website via a one-time fee.
Operating system:Windows XP / Vista / 7 / 8
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