SaleSoft Package
Overview
This complete package written in Magic
contains a suite of seven modules, each listed below along with a synopsis.
SaleSoft is designed around the needs of sales teams who use their portable computers
in the office and on the road. They need instant access to all of their information even
when not directly connected to the home office network. Information may be shared among
groups of sales representatives and other associates. All data is synchronized with a home
office server's repository for two way data synchronization. The system is quite flexible
and may be customized for use in many industries.
All pricing modules support multiple currencies including conversion from one to
another at any time. Price lists support 4 levels of pricing to allow for different levels
of fixed discounts, as well as local and foreign currency support.
Several modules have built in linkages to Microsoft® Word. This allows users to
create and organizing documents by Contact, Quote, or Sales Orders. User definable Word
templates allow customized document creation with populated data from SaleSoft. Mail Merge
data source lists may be built using the Contact Filter module.
Bookmarks are supported in the main modules which allows users to keep track of what
they are currently working on.
Using built in search and filter features even very large databases are easily managed.
Various built in reports allow users to print or fax directly from SaleSoft, or with
optional third party software, such as Pervasive Software's Crystal Reports, Adhoc Query
and reporting features may be added.
Contact Manager
The Contact Manager stores names, addresses, phone numbers, and notes about the people
and companies that you do business with. This information can be sorted, printed,
transferred to quotes and letters, and used to generate mailing labels or other mail merge
documents. Contacts may be grouped by the company or office they are associated with or
listed individually.
Quote Manager
The Quote Manager lets you build a quote by picking items from a parts list. It
automatically calculates extended prices and totals and provides a detailed description of
each item in the quote. Quotes can be created directly, copied from other quotes, or
generated from templates.
Sales Order Manager
The Sales Order Manager lets you create, modify, and print sales orders. Sales
orders can be created directly or generated from quotes or quote templates. When a
quote is converted to a sales order, all the information associated with the quote is
transferred to the sales order, and the quote is removed from the active quote list.
Project Tracker
The Project Tracker keeps a list of projects and stores information that helps you
track a project through its design, specifying, and bidding phases. It provides a
place to record the names of key contacts and quotes associated with the project.
The Project Tracker is also used to create project reference lists from projects that have
been linked to sales orders.
Follow-up Calendar
The Follow-up Calendar displays reminders of follow-ups scheduled in the Contact
Manager, Quote Manager, Sales Order Manager, or Project Tracker. By clicking on a
reminder, you can quickly jump to a contact, quote, sales order, or project record to
review it before making the follow-up call.
Price List
The Price List provides a quick access to prices and descriptions for any part. Lists
are organized by user specified groupings. Individual items may have fixed or optional
accessories.
Utility Manager
The Utility Manager provides a way to keep information current and complete using
database synchronization. System security controls user access to maintenance programs for
updating Price Lists and various field picklists. Other maintenance programs are available
here to customize SaleSoft.
