Contact Management Embraces the Multi-Window Paradigm

Kent, Washington--WinSales, Inc. is challenging the traditional function
and look of contact managers. Using a multi-window paradigm, this software
allows the user freedom to concurrently conduct multiple activities with a
contact. Embracing this new approach gives sales professionals a more
productive way to work. Moving quickly between windows allows them to be
more responsive to clients and prospects.

"Historically, contact managers force you to work their way. WinSales'
approach lets users train the software to work like they do," said Lisa
Wiley, Vice President of Sales. "The multiwindow paradigm gives users
unparalleled flexibility, making navigation from one activity to another
very easy."

While providing the standard features of contact management, lead tracking,
scheduling and word processing, WinSales capabilities go beyond by putting
power in the hands of the user. A utility called the WinSales
Administrator allows extensive customization without programming
knowledge. Users define fields for existing screens like contact, inbound
call, product order, and correspondence. They can also create entirely new
activities. For example, a Realtor might define an activity such as home
inspection, recording roof condition, yard appearance, and room sizes.
Because of WinSales' revolutionary dynamic architecture, such changes
occur instantly, even as others are actively using the database; and new
fields are seen by all network users.

"The future is relationship management, marketing from the strength of what
you know about your prospects," suggested Wiley. "WinSales lets you decide
what information to capture, then ensures you capture it consistently."

Having consistent information is a key in analyzing performance. Campaigns,
ranging from one-time direct mailings or ads to long-term projects or
promotions, may be defined in terms of costs and goals. WinSales monitors
campaign effectiveness; comparing actual revenue and response rates to
user-established targets.

"Large corporations have long recognized the advantages of measuring
performance," explained Wiley. "Now small businesses and independent reps
can easily find out which advertising medium is producing the best results
for them."

Working With WinSales

When viewing a contact record, clicking an icon brings up a complete
history of activities conducted with that contact, plus scheduled
call-backs, meetings, and other pending events. Clicking an entry in this
activity log zooms in to more details, including any associated notes.

The activity log can be searched by any combination of contact, sales rep,
campaign, status, activity type and date, by choosing the appropriate
filters. The results can be displayed for an individual contact or all
contacts in the database.

An organizational chart shows the relationship between multiple contacts
within a company. A visual hierarchy is created by moving contacts in the
window. Detailed information for any contact in the organization is a
click away, providing a quick transition from one contact to another.

Telemarketers generate scripts that include embedded fields to capture
responses from prospects. This facilitates efficient segmenting and
targeting for future marketing campaigns. For example, a direct mail piece
promoting a new health plan could be sent to prospects who responded "No"
to a "Do you smoke?" question on a survey. Statistics are generated using
a spreadsheet interface or the built-in report writer.

Complimenting an assortment of pre-defined reports, users design custom
formats by dragging fields in a window resembling the printed page. Fields
from the contact screen or any activity can be combined into a single
report. To choose which records to include, simply enter search values
into the appropriate screen fields. For example, to show all prospects in
California that were called last week, the user selects CA as the state,
Prospect as the contact type, chooses the outbound call icon and enters a
date range.

WinSales, Inc. began development of its product line in 1991 with a
management team from prominent accounting, software, and manufacturing
firms. "WinSales is a high-end product designed to handle large amounts of
data," stated Wiley. "Its low-end price gives small business a chance to
realize benefits previously available only to large corporations."
Available for Microsoft Windows, the suggested retail price is $495 for a
single user, and $1,495 for a five-user network license. WinSales, Inc. of
Kent, WA can be reached at (206) 854-9580. Publications requiring product
screen shots should contact WinSales, Inc.

WinSales Inc
25018 - 104th Ave S.E., Suite C, Kent, WA 98031
206-854-9580,  fax 206-852-5434

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