Information

***** Software On Sailboats Desktop Sales Manager v6
***** Contact management software, sales automation software, CRM software

Information

Welcome To Transcendental Understanding & Wisdom Through The
Desktop Sales Manager Office & Outlook Edition
Sales Warrior's Answer Book
(Able Seaman's In-Port Edition)

Desktop Sales Manager is one component of the Sales Manager suite of products provided by Software On Sailboats.

This suite of products has been designed to provide independent sales professionals, corporate sales professionals and sales managers with the ability to track the progress of sales opportunities from 'initial lead' to 'closing the deal'.

While there are supposedly expensive and complex parts of popular CRM products which perform these functions, it has been our experience that, after the initial flurry of corporate activity when one of these systems has been installed, sales professionals cannot or will not continue to use these for a multitude of reasons, including but not limited to the following:

·	Too complicated to just do the simple things.

·	No perception of 'value out' for 'time in'.

·	Too 'IT Intensive'.

·	Impractical to take into customer meetings to record conversations and outcomes.

·	Difficult to move sales information backwards and forwards between PDAs, smart phones and PCs.

Duplication of information with Microsoft Outlook, the most widely used software for contact management, often forcing sales professionals to maintain two different sets of information about contacts; one for the corporate CRM system, and one for their email and telephone references.

The Sales Manager suite overcomes each of these objections! Here's a simple list of 'what it does' and 'what it does not do'

DOES

Allows the sale professional to track and manage sales opportunities – usually sales opportunities that are of a size or importance that justifies the time it takes to track. An example would be an organization that forecasts sales to help manage inventory.

Allow simple and efficient entry of those pieces of information that are relevant to closing a deal.

Provide the ability to change, manage and track that information at the various stages of the deal.

Permit sales information to be entered on a PDA or Smartphone and easily transferred to the PC component.

Allow the non-technical user to reap the benefits immediately.

Allow the professional salesperson to update information about customer requirements and sales opportunities while still in the customer meeting, or immediately afterwards. Nothing gets 'forgotten' on the journey back to the office.

Provide sales managers with the ability to 'roll-up' information from sales professionals into area, regional and corporate consolidations...

...and to electronically distribute leads to sales professionals for inclusion in their own sales pipelines.

Have a complete interface to Microsoft Outlook Contacts and allows generation of Tasks and Appointments from within the application.

Have a complete and powerful set of analysis reports to deliver information to sales professionals and sales managers, not just screeds of raw data. People make informed decisions based upon information, not on raw data.

DOES NOT

Require a computer science degree to set up and maintain. The whole suite has been conceived for people who want to run a business,not run an IT department.

Easily capture 'transaction' sales. For example, this is not the best tool for taking inbound phone orders.

Force the sales professional to learn any new contact or calendar management system apart from the standard Microsoft products.

Require the entry of lots of information that is superfluous to the sales process. It is not intended to mange every aspect of every interaction with every customer from cradle to grave. It is a tool that is best used by the sales professionals involved in the sales process.

Provide full CRM capabilities. It does not track a lot of the information that other departments might value – service calls, order history thus freeing the sales professional up to do what they are paid to do, and do best...SELL.

There are a number of individual components to the Sales Manager suite, and while these are designed to be used together, the two main management applications, Desktop Sales Manager and Pocket Sales Manager were also conceived to be completely autonomous products which may be used on their own, or in conjunction with one another.

A typical sales professional (or sales organization) would make use the products in a real-life business environment as follows:

Template Manager

Design a template for your specific industry and corporate needs. The standard template provides a fairly well tested set of information that will generically suffice for most businesses, but the Template Manager will allow individual users or corporate groups to fully utilize the power and flexibility of the two Sales Manager Products.

Desktop Sales Manager

Provides complete access to all of the data in an opportunity, and provides a detailed reporting capability. When you want to sit down and really analyze your opportunities, and look at where you are for each of them, this is the product to use. Additionally, as a sales manager, you can use the DSM to merge together opportunities and whole pipelines from small to large sales organizations. New opportunities may be extracted and emailed to field sales reps, and updated information may be received an merged back into master pipelines.

Pocket Sales Manager

Provides instant, on-the-spot access to pipeline and opportunity information. At the beginning of a new day, the sales professional will synchronize their Pocket PC with the latest information from the DSM and head out on their sales calls. As they gather account and opportunity information at customer sites, they may use the PSM to record information about changing and new situations. At the end of the day, on their return home or back to the office, the Desktop Sales Manager can then be updated with all the changes/additions and appropriate opportunity information may be emailed to the sales manager. All data files use in the Sales Manager products are full compatible across the whole range of applications.

For more information, visit us online at http://www.softwareonsailboats.com