An InnovativeSales Lead Tracking System to Make Sales Follow-up An Innovative Sales Lead Tracking System to Make Sales Follow-up Fool Proof & TM

What Sales Lead Tracker Does?  Monitors Sales Lead  Manages Prospects & Suspects  Letter Automation  Letter Management  Query Based Reports  Excellent Analysis  Real time Activity Tracking  Central Repertory of Precise Sales Knowledge  Tracking Documents to Leads TM

Present Problems  Lost business due to poor follow up  Typical to organize details of Prospects & Suspects  Time consuming Letter Preparation Job  Absence of Historical Letter Management System TM

Recording every Sales Lead User will record all above relevant information. Features TM

Complete details of products to be sold for every sales lead Details of every interaction with prospect is being noted for future follow-up TM

Powerful Queries…  Marketing Executive/Dealer wise  Product / Product Category wise  Source of Approach wise  Failure Reason wise  Customer wise  Sales Stage wise  City/State/Category wise Features Provides queries for won / lost / not closed Lead TM

Prompt for daily follow-ups User can view online or print details of follow –up for a particular period too. Feature TM

Automates Letter Preparation in MS Word It is just Four clicks job to prepare a letter 1. Select a template 2. Select the desired contact Features

3. Select insert options 4. Click to open editable letter in MS Word No need of Naming & Saving files Track every document To respective Sales Lead TM

Feature Multiple Options to Retrieve Historical Letters It gives you multiple options to view historical letters  Contact Wise  Subject Wise  City Wise  State wise  Country Wise  Contact Category Wise  Or All letters TM

Features It will show you all the letters written for the respective contact  Subject Wise  City Wise  State Wise  Country Wise  Or All Letters Letters sent for a particular Sales Lead can also be viewed very easily In the same manner you can view letters TM

 A huge library of 400+ letter templates on various subjects  Facility to customize any template  Facility to insert your present templates in Templates Library  To add a new template is very easy Library of Letter Templates Features TM

 Stores information like Name, Address and Contact Numbers etc.  Easier modification of above information as and when needed  Fast retrieval of any desired information Contact Management Features TM

Mail merging have never been so easy  Select the multiple contacts  Select a standard letter  Click on mail merge button  Multiple letters will be prepared instantly Multiple Label Printing   For selected contacts  Desired quantity for every contact Features TM

Personalized mass ing  Select the multiple contacts  Select a standard letter  Click on merge button  Multiple personalized s will be prepared instantly  All s with address will be transferred to Outlook Express. Features TM

Useful Reports…  Graphical representation (Won/Not closed Sales Lead)  Today’s Won/Lost sales  Today’s Despatches  Current Events  Mailing Labels  Telephone Diary TM

Report for Won Sales TM

Report for Lost Sales TM

Report for Activities Done TM

Security in Sales Lead Tracker  Sales Lead/Contacts/Correspondence or  Contacts/Correspondence or  Contacts Authorized users can access and monitor TM

Benefits Helps you to win more sales Effective follow up of sales lead Helps in analysis/planning and forecasting of sales Knowledge sharing Schedules daily activities Reduces the chances of human errors Eliminates dependence on remembrance/paper work Enables you to know your strengths as well as weaknesses Increases efficiency of sales personnel Performance evaluation TM

System Requirement Hardware Pentium with 64 MB RAM or HigherSoftware Windows 98 or Higher Version & MS Office 97 or Higher Versions Networking Support Windows NT, Win 2000,Win Peer to Peer Internet Browser Microsoft Internet Explorer / Netscape Navigator Client Outlook Express,Netscape Communicator TM

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