Prospect Tracker - This is the perfect storage area for all of my leads. It helps me to keep track of my leads in a centralized place, and also allows me to track them by industry as well as by probability of close. It also allows me to build organized files where I can track activities and correspondence. I can create and maintain my lead profiles, projections and pipeline data. I can also utilize marketing documentation as needed during the sales cycle. When I get a lead, I need to accept or decline quickly so that we provide solid service to our prospect. As I work with my prospects, I need to manage my tickler list and follow up on any necessary activities I also need to create and file any correspondence in my prospects' portfolios and assign tasks as necessary to sales support staff.

Customer Tracker - Because I have a lot of customers, it is sometimes difficult to ensure that they are getting all of the attention they need. Through Customer Tracker, I can track sales contracts, purchase agreements and customer service issues, all in one place. I use Customer Tracker to generate sales contracts and hand them off to Accounting in a timely manner. I also manage customer contacts and maintain detailed, on-line records containing all of our customer information.

Expense Tracker - I'm on the road so much that keeping track of my 'expense file' often results in an envelope full of receipts that I have to organize when I get home. With Expense Tracker, I can enter my expenses on a regular basis using simple expense reports and submit them whenever I wish.

Support Tracker - This comes in great when I'm having trouble with my laptop or if I have questions about our new telephone system. But it really helps my sales when I can look in the database and see the typical questions and problems users have with the system I'm selling, so that I can address them when I make my pitches..