WHAT CAN IT DO FOR ME?

Have you ever lost a sale because your sales staff failed to follow up on a lead in a timely manner? Our Sales Leads system is designed to help you avoid this very costly problem.

When you have your salesmen using this system, it makes them accountable for their actions. It tracks each salesman's activity and gives you the ability to monitor their progress.

Using the Sales Leads database will save you time. You can quickly generate mailing labels, mailmerge data, or import data for another application or computer. You also save time when the lead becomes a customer; you don't have to re-key the customer information.

FEATURES OF THE SYSTEM

The Starr Computer Systems, Inc. Sales Leads System is a powerful, multi-company leads tracking system. The Sales Leads system is designed to:

• Maintain a comprehensive database of clients and/or potential clients

• Provide full telemarketing ability

• Provide ability to load existing customers into the Sales Leads database, to create customer mailings

• Provide automatic creation of Customer Master records from Sales Leads records, when the lead becomes a customer

• Provide record selection ability from the Sales Leads database

• Generate reports, labels, and mailmerge letters based on selected records

Particular features of the Starr Computer Systems Sales Leads System include:

• Interactive, menu-driven programs

• Self-instructing user documentation

• Can have a unlimited number of notes associated with a master record

• Record selection ability

• Online order query at any time

• Full telemarketing ability with automatic dialing

• Comprehensive mamangement reporting

• Automatic interface with A/R Customer Master

• Mailmerge Output

• Data interchange between other computer systems

• Sample data for training

HOW THE SYSTEM IS DESIGNED

The Sales Leads (S/L) system operates with two ISAM based master files. The Master file includes full name and address information, contact name, salutation, and company name. Also includes class, type, action,and status codes; these codes are used to identify and process groups within the database. Also includes file, update, last action, and next action dates.

The Notes file is used to store notes, which are associated with a Master record. There is no limit to how many note records are associated to a given master record; the total pool of notes is "shared" between all master records. The note key is composed of the S/L customer key and the current date; duplicate keys are allowed to permit multiple notes on the same date.

Master and associates note data can be displayed the CRT screen via the "Master/notes inquiry" program. Options then exist to automatically update the master or add new notes. These features are particularly useful in a telemarketing environment.

Records are selected for processing/printing by a "Select records" program, which marks records either in groups or individually, based upon the codes, date ranges, and zip code ranges.

The Sales Leads system prints a master/notes report, a notes report, and one to four up labels. Reports are optionally printed for records which have been marked for printing by the "Select records" program.

A program exists to update the Master file with existing Customer records, so that the selection and reporting features of the Sales Leads system can be used to generate new sales for existing customers.

A mailmerge output file can be created for selected records, which can then be used with the AlphaWrite word processing software to create mailmerge letters.

A program exists to create an interchange file of the Master data in a format that can be processed by any other type of computer, so you can sell yours leads to other businesses.

BRIEF DESCRIPTIONS OF THE MAIN PROGRAMS

The Sales Leads system contains fourteen programs which collectively perform the creating, maintaining, updating, and report generating functions of the system. Each main program is briefly described below.

• Control file maintenance - This program maintains the S/L Control file parameters.

• Master file maintenance - This programs maintains Master records.

• Notes file maintenance - This programs maintains Note records (notes associated with a Master record).

• Master/notes inquiry display - This program displays master information and associated notes on the terminal screen in a condensed format.

• Select records - This program marks master records for processing; either groups or individually, based on codes, dates, zip codes, and other selection criteria.

• Update from A/R customer file - This program creates new or updates existing S/L master records using the A/R Customer Master file data. Provided so that customer data can be process via Sales Leads.

• Create mailmerge file - This program creates a sequential mailmerge output file from selected records. These sequential records can then be used by word processing software to create mailmerge letters.

• Create interchange file - This program creates a sequential interchange output file from selected records. This file is used for data interchange between Alpha Micro and non-Alpha Micro systems. Provided so you can sell your leads data for any type of system.

• Print master/notes - A complete listing of the Master file and associated notes is produced by this program. Has sort and record selection options.

• Print notes - This program prints notes for a specified note date range.

• Print labels - Prints one to four up labels for selected records. Has sort and record selection options.

• Purge master/notes - Purges master and associated notes for selected masters, and optionally print an audit trail of purged masters/notes.

• Purge notes - Purges notes for a specified date range, and optionally print an audit trail of purged notes.

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