Pocket Sales Manager turbo charges the inherent sales firepower of the Pocket PC. It is CRM/Sales Force Automation software that provides 20 fields, a journal, and a 25 point sales analysis to capture the details of every sale. Pocket Sales Manager generates detailed Microsoft Pocket Outlook tasks and appointments that keep you on task, on time, on message and on your sales plan.
Pocket Sales Manager adds precious hours of valuable selling time to your week. It is mobile technology for capturing sales information while the details are still fresh and clear. Did a prospect’s phone call catch you out in the field? Enter notes right after you hang up, no matter where you are. You skip the on-line CRM cycle: stop-selling-drive-park-walk-in-plug-in-power-up-connect-logon-on-enter-password-wait-find-notes-enter-notes-logout-disconnect-shutdown-power off.
You can share your sales data with desktop computers running Desktop Sales Manager. No data bases to convert or copy. Desktop Sales Manager can open youre sales pipeline right from your Pocket PC.
Features:
Sales Opportunity Information: 20 data fields, Journal
Sales Opportunity Properties: Status, watched, date/time created, date/time last modified, revenue, weighted revenue, date created, age in days, past due.
Deal Rating: location, financial condition, funding, timeframe, compelling reason.
Solution & Competitive Solution Impact: Features, pricing, architecture, Buzz, references.
Sales Impact & Competitive Sales Impact: Relationship, momentum, lineman, dominance, politics.
Pocket Outlook Connection: Features include: One-click insertion of Outlook contact information from 28 Outlook contact fields into any sales opportunity; generation of Outlook appointments & tasks containing the sales opportunity information.
Win/Loss Tracking: Track wins and loses and measure sales cycles.
Sort and Group: Organize your sales pipeline in any of 25 different ways.
Information sharing with Windows: Desktop Sales Manager can read Pocket Sales Manager pipelines directly from the Pocket PC.
Customization: All fields can be modified using Template Manager: drop-down lists, calendar, checkbox, text with validation for phone/email/number/currency.
Internationalization: International dates and currency are supported.
On-line Documentation: Online documentation is installed on the 'host' Windows computer and includes illustrations and extensive how-to screen capture images.
Hardcopy Documentation: 100+ page printable user's manual is available as a free PDF download.
Technical Requirements:
Operating System: Windows Pocket OS or Pocket OS Phone Edition, 2002 or 2003
Microsoft Compact .NET Framework: Redistributable v 1.0 or later. If you have Pocket PC 2003, the .NET Framework is already installed.
Required for Installation: Windows Installer 2.0 or later (Windows ME, NT 4.0, 2000) . Like all Microsoft Certified products, Pocket Sales Manager is initially installed on a desktop/laptop PC and then downloaded to the Pocket PC using Microsoft's ActiveSync
Outlook: Microsoft Pocket Outlook is delivered as a standard component of Pocket OS. Pocket Sales Manager can use Outlook contacts and create Outlook tasks, and appointments.
Downloading: Total file size is about 4MB.
Graphics Display: Pocket Sales Manager can work in either Portrait or Landscape mode on the Pocket OS, and is fully compatible with display mode switching in the middle of execution.
Processor: The highest performing processor is recommended. This is a robust BUSINESS program, and CPU performance and available memory make a difference.
Internet Access: Pocket Sales Manager requires relatively unrestricted Internet access to complete licensing. It is not uncommon, especially in corporate networks, for access to the Internet to be severely restricted for security reasons. Firewalls and virus protection software can be especially significant barriers to Internet access. Note that this access is ONLY required once - while completing the software license. |
