Getting started...a few important first steps and things to know
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Getting started takes just a few steps. The natural process would be:
·Configure the program  
·Build a pool of good contacts  
·Create a winning campaign  
·Get down to business - start prospecting via calls, email, etc.  

Here are the "be sure to do this" steps in a little more detail.

Configure this program's Options
The option button is at the top left of the main form.
·On the Settings tab, set User Information. This information is inserted into every contact to establish you as the owner of the contact.  
·Set the information about your Email Account. This information is required if you are planning on sending outbound email. The process resembles setting up Microsoft Outlook Email Accounts.  

Get a pool of contacts
This program will import contact or business information from comma delimited (CSV) or tab delimited (TXT/TAB) files through the contact list's File --> Import Contacts. Outlook, Excel, and most CRM programs can easily export CSV or TXT files.
If you do not already have a list of contacts, the Resources tab --> Research button has links to websites Like Jigsaw. You can obtain free company information that can be imported into this program. They also will provide access to contact information in some fashion.  

You may choose to supplement or enhance your initial pool of contacts. This program's Call & Research tab can help you:
·Find new contacts  
·Get deeper information about contacts  
·Find additional phone or email address information for your contacts  

Create a winning campaign
There are lots of different business reasons to wage a sales campaign - a new product, a special offer, an announcement. From this program's perspective, a sales campaign consists of:
·Email messages: product information, appointment confirmation, etc. The program's email form allows you to create/save/open email messages that can be personalized.  
·Documents: proposals, contracts, advertisements, letters, etc. The program's Document form allows you to create/save/open documents that can be mail merge personalized.  
·Results: "Call completed, qualified lead" or "Product information sent". These are created and managed in the Campaign manager.  
·Scripts: prepared dialogue for critical calls, voice mail messages, or discussions. These are created and managed in the Campaign manager.  

Get down to business
With your plan and resources in place, it is time to get down to business...
·If you do a lot of calling and your computer has a modem, then you will want to configure the program's AutoDialer to save your time and better track the calls you make.