Down And Dirty: Critical Dates For Deals and Contacts
Desktop Sales office v11's integrated calendar shows you important dates for your deals and contacts to help you stay on schedule and on message:A Contact's Next Step date - the next step you have...
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Little Known Report Markup Keeps Your Sales Focus On Important Details
You can make on-the-fly annotations and highlighting to any report before printing. This is a great tool for things like highlighting the phone numbers you need to call or marking important closing...
View ArticleActivity Logging
The Activity Log tab provides an automatic series of log entries that track "significant" events or actions. Examples of "significant" events include:Starting or ending the programOpening or closing a...
View ArticleSharing the good news - exporting your Activity Log
All of your activities are logged in a simple text file that is readily accessible. You can view the contents of the file via the Activity Log ribbon tab's Open Export button. The file will be opened...
View ArticleManaging your activity log
Activity logging provides detailed records of what you you did and when you did it. The amount of information in your activity log can quickly become quite large and potentially slow down the program's...
View ArticleSimple-Yet-Effective Activity Tracking: Desktop Sales Office v11.13
Desktop Sales Office v11.13 is now available for free downloading and installation. It offers improved Activity tracking.What Have You Done For Me Lately?Active sales professionals keep a lot of balls...
View ArticleTracking Important Dates For Deals And Contacts
Time Managementbest practicecrm best practicesales best practicecrmmicrosoft crmcrm softwarefree CRMcrm mscontact mangementcontact managercontact management softwarebusiness contact managerbusiness...
View ArticleImporting Contacts from text files in Desktop Sales Office v11
Deals and ContactsProspecting, Calling, Campaignsbest practicecrm best practicesales best practicecrmmicrosoft crmcrm softwarecrm mscontact mangementcontact managercontact management softwarebusiness...
View ArticleSelection Techniques for CRM Software Desktop Sales Office
Deals and ContactsOtherbest practicecrm best practicesales best practicecrmmicrosoft crmcrm softwarefree CRMcrm mscontact mangementcontact managercontact management softwarebusiness contact...
View ArticleOutbound calling basic contact research with Desktop Sales Office
Prospecting, Calling, Campaignsbest practicecrm best practicesales best practicecrmmicrosoft crmcrm softwarefree CRMcrm mscontact mangementcontact managercontact management softwarebusiness contact...
View ArticleInternet Prospecting With Desktop Sales Office 11
Most of the content of this video applies to Desktop Sales Office Version 12 as well.Prospecting, Calling, Campaignsbest practicecrm best practicesales best practicecrmmicrosoft crmcrm softwarefree...
View ArticleIntroduction To Linking
Deals and ContactsOtherbest practicecrm best practicesales best practicecrmmicrosoft crmcrm softwarefree CRMcrm mscontact mangementcontact managercontact management softwarebusiness contact...
View ArticleCRM - Template Editing Restricted
Customizationbest practicecrm best practicesales best practicecrmmicrosoft crmcrm softwarefree CRMcrm mscontact mangementcontact managercontact management softwarebusiness contact managerbusiness...
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Desktop Sales Office - Version 12 License
$29.95SKU:Desktop Sales Office Version 12 LicenseList price:$29.95Price:$29.95Keywords: crmmicrosoft crmcrm softwarefree CRMcrm mscontact mangementcontact managercontact management softwarebusiness...
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Customized Dialogues: Personalized talking points and scripted messages
This section is incomplete and is being updated to reflect enhancements in Desktop Sales Office v12.One of the signs of a true sales professional are conversations that are on-point. Desktop Sales...
View ArticleCustomized Results - Efficient Shortcuts
This information is being updated to reflect improvements made in Desktop Sales Office v12. Please check back soon.crm best practicesales best practicecrmfree CRMcontact mangementcontact managercompare...
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Customized Dialogs: Personalized talking points and scripted messages
One of the signs of a sales professional are informed and on-point conversations with prospects.Desktop Sales Office offers the ability to display three personalized and scripted dialogs - talking...
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Customizing Call Results - Efficient Call Outcomes
Desktop Sales Office results are a collection of possible end-of-phone-call actions and outcomes. They are accessed via CALLS & RESEARCH ==> DIALOG and are displayed as buttons on the right...
View ArticleExporting Deals
You may export Deal information for use outside of Desktop Sales Office - like in an order processing system or Excel.Choosing Which Deals To ExportDeals in the Deals list are exported. Deals that are...
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Appointments And Tasks
You can manage your time and the tasks you perform through the Calendar & Tasks tab. In addition, you can gain insight into your deals and the expected dates for closing them. The major elements...
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