I/O Technologies' Contact Manager
We realize there are a number of contact manager programs available on the market. So why did we design our own? Here are some of the features we were looking for--but didn't find--in the most popular contact managers available on the market today:
- Easy to use - this contact manager doesn't bog first-time users down with complicated rules on how to use it.
- Simple to install on multiple workstations - it's not necessary for your IS personnel to go around installing and configuring the application on each workstation. Install the application on your network once. Thereafter it will be available for use on any workstation connected to your network.
To download a fully-functional version of Contact!, please complete the fields to the right and click the green button. You'll receive an e-mail with download instructions. From there, just install it and you'll be up and running in no time.
For detailed instructions on how to install Contact!, click here. (Requires Adobe Reader).
To review the current manual in PDF format, click here.
This application is designed to serve as a simple, straightforward means of tracking customers and prospects. The data entry screen is comprised of five tabs-Contact information, Project information, Notes, Attachments, and Search
The contact tab is used to record basic contact information about customers and prospects. Note the Zip code field comes before the city and state because a zipcode search table autofills the city and state. In instances where zipcodes encompass more than one city (53213 includes both Milwaukee and Wauwatosa, for example) the city dropdown is filled with all relevant values, allowing the user to select the appropiate city.
To navigate to the contact's web site, simply press the Go button to the right of the web site address.
To send the contact a quick email, simply press the Send button to the right of their email address. Your email client will launch, prefilling the email address into the To: field.
Numerous dropdowns allow users to select predefined values to specify industry, project type, lead stage, lead source, and person responsible for indentifying the lead. These values can then be used as criteria for reports, mailing labels, etc.
Notes can be sorted by clicking the column headers (Timestamp, User or Note contents) on the main notes tab. Double-clicking a line item will cause the entire note to be displayed in a seperate window. This window is also used to add new notes. As soon as a new note is saved, it is automatically timestamped and the currently-logged-in username associated with the note. After ntoes have been saved, they can't be edited (at least in the current version. This is by design, although we could add capability if desired).
Use this tab to drag and drop files you wish to associate with this contact. For example, drag and drop emails, PDF copies of proposals, or TIF images of the prospects logo.
To view the attachment, simply double-click the line item.
Currently Contact! offers three reports: a Contact Summary Report, a contact list, and a Sales Cycle Days to Close Report.
Contact Summary Report
To print a contact summary for a single contact press the print button on the main contact manager form. The following report will preview onscreen. You can then choose to send the report to a printer, or simply close the preview window.
The second report is a list of multiple contacts. This can be generated by choosing File -> Print -> Reports -> Contact Summary from the main menu. When you select this option, the following dialog appears which allows you to specify criteria:
Once you've selected the appropiate criteria and press OK, records meeting the criteria will appear on the following report layout:
Sales Cycle to Close Report
One benchmark that businesses use to determine the effectiveness of their sales efforts is the measurment of how much time elapses between first contact with a prospect, and the date when that prospect becomes a paying customer. This report prompts for a date range, and allows you to compare your company's sales performance efforts over different periods of time.