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.
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.
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.
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
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
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.
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.