Contact Plus Professional Overview:
Data Entry and Events, EMMA
Contact Plus
Professional is the latest in a
long line of award winning
productivity software to organize
your business. It can organize
your contacts to manage your
sales and contact management
needs.
With Contact Plus
Professional, you can store
customers in one database and
prospects in another. You can
define custom data fields that
can contain a variety of useful
information. You can track events
on your contacts and keep
up-to-date historical notes about
conversations and meetings you
had with your clients.
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Contact Plus Pro main
screen
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Record quotes and other events
easily
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Detailed
information about calls
made, letters sent, notes
taken are instantly
available. Browse and edit
them easily in a variety of
screens, like this one
displayed at the left. When
used in a multi-user
format, the User ID of who
completed it gives you a
reference for which of your
coworkers met with this
client or wrote him a
letter.
The image to the left
depicts Quotes, one of the two
new event types in Contact Plus
Pro. With a Quote, you can
estimate anticipated close data
on an upcoming sale on one of
your contacts. You can even
estimate a percentage on how
likely you think this customer
will close this sale. Quotes are
uncompleted sales. The second new
event type, Sales, are
transactions or completed
quotes.
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Need a quick look at
your daily calendar? Contact Plus
Professional displays color-coded
events in easy-to-use formats,
viewable by day, week, month or
multiple months. Calendar views
are easily printed for a handy
paper reference.
With the convenient
drag & drop feature, you can
easily reschedule events by
dragging them to a different date
or time.
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View events in easy-to-use
calendars
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The main view events
screen
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The view events screen
is the most powerful way to view
all your events, past or future,
done or not done. It quickly lets
you select events based on event
type, date, status or user ID,
with an easy-to-use
interface.
Using the tabs across
the top of the screen you can
select which event type you wish
to view, and a popup menu from
the right mouse button offers
more options. At the bottom of
the screen, you can select from
done or not done events, choose a
user ID, date range, or activate
a filter.
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The Electronic
Marketing and Mailing Assistant,
or EMMA, is used to easily
schedule a series of events on
one or more contacts, anchored to
a certain date. Suppose your
normal schedule is to place two
calls, a letter a few days later
and then an email. To assign the
plan, pick a date to assign the
plan, and EMMA assigns that plan
to filtered contacts. As the date
approaches, you could easily
execute the series of planned
events in one fell
swoop.
In the example at
right, the plna is to print a
merged letter and label one day
from the "anchor date", followed
by an email one week later. Ten
days from the anchor date, a
phone call is scheduled, and
still later a fax is sent. In
each case, weekends push the
events forward to a Monday,
except in the case of the
fax.
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Planning a series of events
with EMMA
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The EMMA Perform Plans
screen
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After scheduling your
plans, use the Perform screen to
actually execute the steps. It
lets you select a date range and
lists the steps upcoming within
those dates. You can easily
perform the types of events
scheduled, like send a group of
emails all at once or print 15
mailing labels.
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