Getting Started
A: Organizations can be up and running in one/two days – especially if they are organized at the start. Depending on how much data needs to be loaded into the system initially, it may take 2 days to set-up the system and train the users to properly use the system.
A: Procedures are available for all
subscribers to download from the SalesCloser How To Library. The
procedure documents address how to best set up the system, how to
define mail merge letters and sales contracts, and basic use of the
system.
A: Yes, two free 1-hour web sessions for up to 10 attendees, one covering Set-up and the other covering basic use of the system.
A: No, SalesCloser for the Internet is not a custom application. However, there are many fields that are user-definable, that is you can define the values of the fields to best meet your business needs.
A: Yes, SalesCloser has several import capabilities built into the system – you can import contact data from other data bases and you can import community/lot/option data from Microsoft Excel spreadsheets.
A: SalesCloser can help you load your data at $100 per hour. Some Solution Providers also provide this service. Ask your Solution Provider.
A: With SalesCloser for the Internet, user security is simple…..a logon ID and a password gets you access to your system wherever you have access to the Internet. Four types of users can be defined to the application:
- Manager – access to all data and all system functions and all reports
- Admin User – access to all data and all system functions
- User – limited to assigned Prospects, not able to access system admin functions, limited to certain reports
- Reports Only - Access to all SalesCloser realtime reports. This access type is great for owners since it costs less than the standard subscription.
A: SalesCloser for the Internet provides a set of sample Sales letters with merge fields pre-configured. You can modify the body of the Sales letter with your own text. You can also create your own Sales letters from scratch using Microsoft Word and configure the letters for mail merge by following the documentation we provide.
A: Yes, SalesCloser uses Microsoft Word for correspondence and contracts and has mail merge capabilities built into the application. This allows you to set-up your contracts and addendums in MS Word, map data from SalesCloser to each Word template, and then use the Mail Merge function to automatically create a Contract and associated Addendums with customer data filled in.
A: Yes, a normal user (Sales Agent) can only view and modify data of a Prospect assigned to them. All users can view and modify data for Buyers and Owners.
A: The Data Extract function within SalesCloser allows all subscribers to create a series of Microsoft Access tables from their SalesCloser data. Subscribers may then use Microsoft Access and other compatible software to build custom reports, spreadsheets and queries.
