SalesWarrior for Palm OS

About SalesWarrior

Proactively plan and conqueryour future sales.You’ve already invested in a very powerful tool, a Treo smartphone, to reach out and dial someone with ease, navigate through your daily tasks (calendar, ToDos), and tap into your email while on the go.

How about taking the next step, and layering in an application that’ll make it easy to track the details of every step of the sales cycle and more?

» What SalesWarrior Can Do for You:

Tailored for one-handed operation (via your Treo’s D-pad), Sales Warrior makes it easy for you to capture leads and take action. It also provides an ?at-a-glance? view of your sales activities as well as helpful statistics. In brief, Sales Warrior lets you:

• List all of your sales opportunities and activities in one place
• Sort sales data by account, open date, stage of sale, source, etc.
• Gain quick access to helpful statistics such as sales for the month, the number of sales opportunities opened or closed, how close you are to your sales quota, and your projected commission.
• Drill down further -- filtering the data by specific category

 
» Designed for the busy sales professional

Featuring intuitive controls and a straightforward interface, Sales Warrior lets you dramatically leverage the convenience of your Treo (or other Palm OS-based mobile device), to track sales opportunities, leads and referrals, as well as store important information like actual sales, prices, costs, profits and commissions. Plus, adding notes and reminders on the fly, is a snap!

It even contains handy tools to help you calculate price, tax and commission and figure out the probability of closing the sale. It also has a way to factor in competitive bids.» Complete Sales Overview

Get numbers such as

Your sales for the month

Sales opportunities that are open

Sales opportunities that are closed

How much will you exceed sales quota

Your projected commission total and income for the period

Your estimated profitView the number of sales with no probability of occurring or those with a much higher probability, based on the stage of development.

» Advanced Sorting Capabilities

Sort sales opportunities for a quick view of your accounts, stage of sale, open date, competition, etc. This is a great way to further organize, view, and report your data.



» Opportunity Screen

As sales opportunities occur,you can capture detailed information such as:

• Name of the sales account
• Item or service for the sale
• Quantity of items sold
• Sales Price of item or service
• Cost of item or service with a Part Number
• Profit to be made
• Stage of sale
• Open and close date of sale
• Probability of sale occurring
• Source of sale
• Competition for sale
• Sales Tax
• Alarm associated with a sale
• And most importantly, your sales commission!

» Opportunity Header

By adjusting the column headers, you can view sales opportunities in a variety of different ways. See or hide views such as Account, Stage, Open Date, Source, Competition, and Product. 

You can also view the Total, Commission, or Profit for each sales opportunity. Sortby account, stage, open date, ascending or descending order.



» Account field

The Account field is for entering the name of the person or company for a sale opportunity. With SalesWarrior, you can take advantage of your existing address book to make this a simple process.


» Custom field
Rename custom checkboxes to better define your sales process.
» Stage field
Every sales process is a series of steps or stages. The Stage field lets you definesales prospects in terms of its steps; for example, Suspect, Qualified Prospect, Demo, etc.
» Items list
The Item drop-down list provides a handy reference of all the products and services that youare currently selling.
» Sales notes
Make copious notes concerning the current sale entry.

» Bar codes and part numbers
By tapping the Miscellaneous box in the Item screen, you can add a Part Number and Bar code to individual sales items.

» Alarm settings
Each opportunity entry has an option to set an alarm reminderthat will alert you when you next need to act on that prospect.

» Weighted calculations
SalesWarrior quickly and easily determines weighted sums from your sales data. Compute weighted totals, commissions, and profits to see if you are on track to meet your sales quota!

» Integration with desktop/PDA PIMs
All entries in your Address Book can be accessed bySalesWarrior, so you can integrate that information with the sales opportunities you hope to obtain.