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BOOST YOUR SALES
Easy Palm device add-ons that will help boost sales
By Steve Niles
Elsewhere in this issue, you'll find articles on Palm's initiatives in the sales force automation arena and on understanding the sales process. Here, however, I want to get a little more concrete by briefly surveying some of the cool products available today that are specifically intended to boost sales success. The Palm device is much more than a PIM (Personal Information Manager), and while the "big four" built-in Palm applications are great tools for sales people, I want to showcase applications that go way beyond the PIM.
Sales Warrior
Iambic alone has a ton of great products, but the key one for this discussion is Sales Warrior. You can find it at http://www.iambic.com/pilot/saleswarrior/default.htm. SalesWarrior, pictured in Figure A, lets you track sales opportunities, leads, referrals, actual sales, profits, costs, sales tax, and commissions.
FIGURE A
Sales Warrior has easy-to-use views where you can record your sales data.
Some of the information you can record with SalesWarrior includes the name of the sales account, the item or service for the sale, quantity, the sales price, profit to be made, the stage of the sale, the probability of the sale occurring, and, most importantly, your commission.
Action Names Datebook
If you're more of a lone-wolf sales person or you're more into tracking contacts and activities, Iambic's Action Names Datebook might be for you. You can find it at http://www.iambic.com/pilot/actionnames/. Action Names Datebook enhances the built-in Date Book, To Do List, and Address List applications with more advanced views designed to make managing your schedule easier. You can see the enhanced To Do List in Figure B.
FIGURE B
Action Names Datebook enhances the built-in applications.
Strategy Mapping Palm/CRM
McMahon Worldwide offers a CRM (Customer Relationship Management) application for the Palm device at http://www.mcmahonworldwide.com/PalmCRM.html. This application, called Strategy Mapping Palm/CRM, offers opportunity management and tracking, account management, and contact management. It also offers territory and account planning, event management, and opportunity assessment tools. Figure C will give you a look at its user interface.
FIGURE C
Icons make the Strategy Mapping Palm/CRM application intuitive.
The $alesLink Suite
The $alesLink Suite from Encompass Software can be found at http://www.encompassoft.com/index.html. It's a desktop-based sales force automation program for Lotus Notes and Domino. The various products that come in the $alesLink Suite offer, among other things, electronic order entry and processing, automated customer correspondence and proposals, and sales summaries and histories. The advantage for a mobile workforce is that the programs allow your PC-based data to be synchronized with your Palm device.
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