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CONSULTANT FRONT OFFICE

CONSULTANT FRONT OFFICE. DIRECT SELLING MAGIC … FROM A MOUSE!. OVERVIEW. Contact management Team management Financial management Business tax preparation Palm Pilot synchronization Data Exchange Interface

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CONSULTANT FRONT OFFICE

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  1. CONSULTANT FRONT OFFICE DIRECT SELLING MAGIC … FROM A MOUSE!

  2. OVERVIEW • Contact management • Team management • Financial management • Business tax preparation • Palm Pilot synchronization • Data Exchange Interface • Windows-based (Win 98 or higher – Vista compatible - runs on newer Macs that have Windows)

  3. DAILY ACTIVITY SUMMARY Appointments Tasks Birthdays Anniversaries Year-to-date profit / loss summary (optional) • Quick, printable summary of today’s activities • Optional snapshot of year-to-date financial results • Great way to get organized each day

  4. CONTACT MANAGEMENT:CONTACTS Encrypted cc info Last order & history Last event & history Next event Booked event Team information Customer wish list • Place contacts in multiple user-defined groups and subgroups • Filter by group, purchase history and event history • Combine Searches and Filters to target any segment • One-click access to purchase and event histories

  5. CONTACT MANAGEMENT: NOTES Next appointment Next task • Write notes or let the program write them for you • Easily insert product descriptions and user-defined templates into each person’s notes • Quickly access each person’s next activities

  6. CONTACT MANAGEMENT: EVENTS Store and print directions to the party Track referring hosts for incentives and rewards Put the date on your calendar! • Manage pre-party and post-party activities • Send invitations and track RSVPs • Remind hosts of key pre-party dates • Follow up with hosts and customers after the party

  7. CONTACT MANAGEMENT: COMMUNICATE Each recipient receives an individual, personal email Labels start where you last left off • Personalize communications via mail-merge email, letters and labels • Instantly communicate with any filterable or searchable group of contacts

  8. CONTACT MANAGEMENT: FOLLOW-UP Activities can be scheduled to occur before and after the party Emails go out automatically • Activity schedules help ensure consistent and appropriately automated follow-up • Automatically recurring emails and reminder popups take care of birthdays, anniversaries, team renewals and more.

  9. CONTACT MANAGEMENT:APPOINTMENTS View and print appointments by category Display contact info or your Tasks list while viewing your calendar Pop-up reminders • Daily, weekly and monthly calendar displays and printouts • Create any type of one-time or recurring appointment • Link appointments to contacts for phone and email reference • Optional popup appointment notifications

  10. CONTACT MANAGEMENT:TASKS • Prioritize and categorize your list of things to be done • Check tasks off once they’re complete • Link tasks to contacts for quick phone and email reference • Filter and sort your Tasks display and printouts

  11. CONTACT MANAGEMENT:TEAM The Activity tab stores volume details Filter results are visual and can also be used with email, letters and labels Hover for member details • Differentiate team members by title using colors and shapes • Filter by leg, level, title, renewal date and activity level • Search for members alphabetically or by position • Printable at any magnification

  12. FINANCIAL MANAGEMENT:GOALS Set financial and business goals based on what you want to achieve Progress towards goals is entered automatically • Track progress towards monthly, quarterly and annual goals • Set financial, booking and recruiting goals • Track reorders and different types of sales events separately(e.g. parties, fundraisers)

  13. FINANCIAL MANAGEMENT: INCOME AND EXPENSES Filter the display by category or any other field Automatic rollup to cash, checking and credit account registers • Checkbook-simple tracking of income and expenses • Import bank and credit card statements to minimize manual entry • Link entries to Events for reporting purposes

  14. FINANCIAL MANAGEMENT: PURCHASES Filter the display by any field • No need to manage inventory • Simply enter the dollar amounts from your purchase invoices • Link purchases to Events for reporting purposes

  15. FINANCIAL MANAGEMENT: SALES Highlight unprocessed credit card payments Filter the display by any field Add customers to “groups” while entering their purchases • Track “who bought what” for follow-up and reporting purposes • Automatically generate beautiful HTML invoices (email or print) • One-click uploading of credit card payments to ProPayTM • Link sales to Events for follow-up and reporting purposes

  16. FINANCIAL MANAGEMENT: EVENTS Event and Host Summary reports help motivate consultants and hosts Retail totals sum up party activity Profitability analysis helps motivate and builds spousal support Automatic host credit calculation Payment breakdown helps with bank deposits Booking and business interest summary

  17. FINANCIAL MANAGEMENT: VEHICLES Enter mileage or expenses separately or as monthly totals • Track business use of vehicles using Actual Expenses or Standard Mileage Rate • Mileage Minder wizard recalls trip mileage for you • Vehicle deductions are fully integrated into all Tax Wizard options

  18. FINANCIAL MANAGEMENT: HOME OFFICE Preset categories of deductible annual expenses Preset categories of deductible monthly expenses • Track deductions for business use of your home • Preset categories help prevent overlooked deductions • Home Office deductions are fully integrated into all Tax Wizard options

  19. FINANCIAL MANAGEMENT: TAX PREPARATION Tax preparation instructions Tax preparation options • Perfect Schedule C tax reports • Export records to TurboTax or TaxCut • Option to obtain a free tax preparation price quote

  20. CONSULTANT FRONT OFFICE:REPORTS Customer filters Category filters Method of payment filters Event filters Product filters Reorder filter • Choose from hundreds of filtered report options • Event, reorder and sales summaries – product, client and event profitability summaries • Save reports in Excel or HTML format

  21. CONSULTANT FRONT OFFICE:DATA EXCHANGE INTERFACE • Import data from your company’s back office system (if implemented by your company) • Update product, order, commission and team information with a click of your mouse

  22. CONSULTANT FRONT OFFICE:PRICING • BASIC EDITION (500 contacts – simplified functionality): $60 • STANDARD EDITION (1000 contacts – fairly robust): $100 • PROFESSIONAL EDITION (30000 contacts – all features): $150 • Upgrades (Basic to Standard, Standard to Professional): $50 • Technical Support: Free for 1 year, then $25 / year • Training calls and webinars: No charge • Flash video tutorials: No charge • User Forums: No charge

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