Resources ○ Documentation 

Get professional selling firepower from sixth generation, Office and Outlook friendly contact management/sales automation software. Track, manage, and master all the details of each sale, contact, meeting, call, email, and letter. Desktop Sales Manager delivers the selling insight you need to be on time, on track, and on message for every deal you close.

Track, Manage & Master: To keep you on track Desktop Sales Manager keeps 70+ fields and properties, 3 journals, and a 25 data point analysis on every contact or sale. Dashboards keep you focused on the critical items or actions. Categories drive on-screen insight into your pipeline. Filter, sort, categorize and select items with ease and to do cut/copy/paste, delete, archive, and mass updates of fields or journals. 40+ reports can be printed or shared as PDF, Word, Excel, or Rich Text Format.

New In Desktop Sales Manager Office & Outlook Edition: Desktop Sales Manager is now available with over 40 new updates, features and fixes. Sell smart and master your sales hours when your Microsoft Outlook appointments and sales milestones are integrated into the new and very smart sales calendar. Plan your next sales step with a a time line that shows you every sales milestone. Get your message out better than ever with email and letters that that are automatically journaled for each client. Upgrades to Desktop Sales Manager 2006 are free for existing Version 5 or Version 6 customers.

Outlook Connection: Manage your time and activities though your Microsoft Outlook calendar with appointments and tasks generated by Desktop Sales Manager. Use your existing Outlook contacts as well as adding/modifying/deleting contacts from within Desktop Sales Manager.

Simple, Powerful & Intuitive: A clean, logical Office 2007 style design utilizes the latest in user interface research, delivers vital information, and means less time learning and more time selling.

Communication: Create letters in Microsoft Office through Word Mail Merge lists from Desktop Sales Manager. Email messages draw attention with fonts, formatting, colors, images, etc. Automatic journal entries insure you know who-what-when for every letter, email, postcard, or newsletter.

Sales Teams: Connectivity for in-house, remote, or mobile sales professionals through Internet based Sales Data Center. Organize team mailboxes in the Sales Data Center for privacy. Manager visibility to team-wide or individual information. Lead distribution via Sales Data Center or email. Summary dashboard analyzes all open pipelines.

Activity Management: Generation of Outlook appointments & tasks. Automatic journal entries for email, tasks, appointments, status change.

Mobility: Two way exchange of information with Pocket PC PDAs using Pocket Sales Manager

Customization: Non-programmers create templates that adapt Desktop Sales Manager to any industry or selling style through custom lists, calendars, checkboxes, and checklists. Included templates for B2B, B2B with Profit, B2C, Residential Real Estate, and IT Professional Services. Create formulas - e.g. [Price] - [Cost] = [Profit]. Field validation includes numeric, currency, email, phone, international phone, Yes/No, True/false, percentage, and website. Journals can have blueprint questions or outlines inserted. Sales analysis (Rating, Solution Impact, Competitive Solution Impact, Sales Impact, and Competitive Sales Impact) can be customized. All 25 analysis judgments can be weighted. Customize display layout of fields, columns, categories, summary dashboard, and alerts.

Import/Export: Import from comma or tab delimited text files (.CSV, .TAB, .TXT). Export to comma delimited text files. Drag-and-drop to all fields and journals.

Internationalization: International dates, times, and currency are supported. Automatic recognition for US and Great Britain addresses.

Deal Reports: How many days until my Opportunities close? How old are my deals? What are the 'Big Deals' I am working on? What do my Deal Sheets look like? What is a summary of my Opportunities? What is the Journal activity on my deals? When are my deals going to close? Which of my Opportunities are Past Due? Who are the Contacts on my deals?

Analysis Reports: How are we winning... by solution or by sales?, How good is our offering vs. our competition?, How good is our offering?, How well are we selling vs. our competition?, How well are we selling?, What are my Sales Cycles?, What is a summary of my Sales Analysis?, Where do I have a sales advantage?

Revenue Reports: The reports are: What does my revenue look like in a bar chart?, What does my revenue look like in a pie chart?, What does my revenue look like in a radar chart?, What is my Revenue Projection by month by sales person?, What is my Revenue Projection by month?, What is my Revenue Projection?

Executive Reports: How many days until Opportunities close for my sales people?, How old are the deals for each sales person?, What are the 'Big Deals' that my sales people are working on?, What are the Revenue Projections for my sales people?, What are the Sales Cycles for my sales people?, What is my Revenue Projection by month by sales person?, When are the deals going to close for my sales people?, Where do my salespeople have a sales advantage?, Which of my Opportunities are past due by salesperson

Documentation, support and updates: Included documentation includes 16 "day-in-the-life" tutorials for frontline sales professionals. 100+ page on-line user's manual printable user's manual is available as a free PDF download. On-line Forum and email support. Training, customization & implementation assistance available. 'Dot' releases are free - e.g. v6.0 to v6.1. Version releases - v5 to v6 as an example - are at reasonable costs or free.

User License: A single user license allows the software to be used on ALL the computers that support the single licensed user's selling activity - e.g. one license covers an individual user's laptop, home computer and office computer, etc.

Product gallery contains screenshots and information about Software on Sailboats products.

Desktop Sales Manage User's Guide

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