***** Software On Sailboats Desktop Sales Manager v6
***** Contact management software, sales automation software, CRM software
The Answer Book provides setup information, practical examples, and walkthroughs for you.
Take just a moment to understand a few of the very basic concepts....
It is important that you Configure this program - just enter your name, company, etc. It takes less than a minute.
You may also want to take just a minute to learn how to customize how this program looks...columns, Dashboards and more can be set or your business and preferences...
The template that you use has a great impact on the information that is entered, information that is in reports, and the appearance of the Opportunity Edit form. Several templates are installed with the software, and you may want to check the Software On Sailboats website for others.
You will be much more productive with this program if you follow through the tutorials provided in the Getting Started section. The examples are each very short examples - we are all pretty busy. There is a section of examples for front line sales professionals and another section for sales management and company executives. Whenever possible they will relate to real world sales tasks and situations. The examples are based upon a hypothetical company - Rhythm and Blues Services - that provides products and services to the touring professional musician. Example data was loaded when you installed the software.
Software On Sailboats
***** Software On Sailboats Desktop Sales Manager v6
***** Contact management software, sales automation software, CRM software
***** Copyright 2006, all rights reserved.
