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Smart Contact Manager

Overview

Smart Contact Manager They told you contact management software would drive your business to success. But something funny happened along the way. Using your "new tool" slowed you down while business passed you by. So you made a choice. Instead of focusing on learning the program, you focused on your business--and your contact management software got shelved. Sound familiar?

SmartContactManager� 2001 is here to help! If you want a powerful, yet easy-to-use system to help you FIND Contacts, Track Sales, KEEP Customers and CREATE Relationships, SmartContactManager is the tool for you! Load it and run. It's that simple! Whether new to contact management or a Field-tested veteran, you will be amazed at SmartContactManager's superior power and versatility. It gives you all the functionality and flexibility a contact manager should--in a "back to basics" kind of way. Because we know that the quickest route between two points is still a straight line.

And because different people have different needs, SmartContactManager 2001 provides several options. Whether you are a single user needing a stand alone software package, a multi-user needing an enterprise version or a Fortune 100 company needing contact management totally online-Surado has the tool for you!

Smart Contact Manager

Features

Smart Contact Manager 2001 (SCM2001) gives you the ability to cost effectively manage up to 16 billion contact records! Using Advanced Search Features, you a look up and manage contact records with ease and efficiency. You may record a variety of detailed reference information ranging from name, title, telephone numbers (up to twelve), and AKAs to company information such as stock symbol and number of employees. You can even "rate" your client to gauge where he/she is in your sales process in terms of probability of making the sale. All of this information stays right in front of you on the Main Contact Screen for quick and efficient retrieval.

Our Folder System provides a mechanism to record and track detailed information about your contact such as client SIC code and industry, referrals, quotes, other resources and a Notes Section to record more detailed information you feel will be helpful in your future interactions without having to flip back and forth through multiple screens.

Scheduling, Appointments, Activities, To Do�s

While it may be easy to manage 50 contact appointments, what happens when you hit 500 or 5000? Smart Contact Manager 2001 (SCM2001) will help you never miss an appointment again! SCM2001�s powerful integrated Scheduling System helps you create and review Activities, Appointments and To Do�s by day, week and/or month.

The Time Slot Availability feature checks for conflicting commitments when entering an appointment onto your personal schedule. SCM2001 will even schedule your use of available resources (projectors, meeting rooms, etc.) In addition, our Smart Reminders reminds you of Activities, Appointments and "To Do�s" as you start your computer. You don�t have to run SCM2001 to receive these helpful notices. And, if you prefer, the Smart Reminders can be easily turned off.

Do you have a meeting that happens every 4th Wednesday of each month? Not to worry--SCM2001�s Recurring Scheduler will allow you to fully automate reminders for these events. Simply select your reminders from a variety of notification options and SCM2001 remembers the rest!

SCM2001�s Calendar System provides an overview of your daily, weekly and/or monthly activities and appointments at a glance to help you better manage your valuable time.

Smart Contact Manager

Automated Triggers and Sales Force Automation

Smart Contact Manager 2001 (SCM2001) puts you in the Driver�s Seat in defining your own business rules to automatically create an action "To Do" list when a new contact is created. These automatic triggers will better facilitate control of your sales and marketing force while maintaining a consistent approach to managing contacts.

SCM provides true Sales Force Automation (SFA). Not only will the SC M2001 notify you of scheduled events, it will perform those events automatically. If your business rules state that you need to FAX or e-mail follow-up information four (4) and six (6) days (respectively) from initial meeting, SCM2001 will do this automatically -- without missing a beat.

Capture Leads From the Web

Do you have a website? Do your website visitors submit information? With Smart Contact Manager 2001�s (SCM2001) Smart Web Capture, website contact information can be automatically received by, and imported into, the SCM2001. SCM2001 not only receives submissions but also automatically routes them through specific user-based criteria to the proper user.

Complete Sales Tracking

In addition to tracking contact information, Smart Contact Manager 2001 (SCM2001) allows you to integrate potential sales information. By doing this, you will be able to run probability and other statistical reports on future sales based on current leads.The Sales Tracker Screen will also enable you to track successful sales versus non-successful sales for future reference.

SCM2001 Sales Funnel System provides a graphic view of where each one of your prospects is in the sales process. As a sales manager, you can see statistically how your sales force is performing and identify areas where it needs help.

By using the Skill Tracking Feature, SCM2001 also provides you with a mechanism to track the skills of your work force. This will enable you to find the right person for the job at hand.

Seamless Integration of SCM Letter Management System With MS Word

With just a click of the mouse, Smart Contact Manager 2001 (SCM2001) seamlessly integrates with Microsoft Word.

SCM2001 allows you to take advantage of the power of Microsoft Word while minimizing duplication of effort. You can easily transfer information such as name, address, city and other fields that you specify from the SCM2001into Microsoft Word. Create a form letter with fields that are found in the SCM2001and then print out form letters from Microsoft Word.

SCM2001�s Letter Management System will take over the mundane task of personalizing your correspondence to various contacts. Simply create form letters and let the SCM2001 personalize them for you!

Seamless Integration with MS Outlook and SCM2001 Quick E-mail System

Smart Contact Manager 2001 (SCM2001) easily integrates with Microsoft Outlook to give you the "best of both worlds".

SCM2001enables you to seamlessly transfer information between the two applications. Now you do not have to import information from Outlook manually--simply let the SCM2001 do it for you, saving yourself a huge amount of time in the process.

SCM2001 makes e-mailing even easier! With SCM2001�s Quick E-Mail System, you can send e-mail with the touch of a button and track e-mail receipt within the contact record.

SCM2001 makes broadcast e-mails even more productive. Now you can e-mail one person or thousands in just a matter of seconds. Like regular e-mails, broadcast e-mail receipts can be tracked in the contact record as well.

SCM2001 SmartFax

Smart Contact Manager 2001 (SCM2001) easily faxes various forms or reports to any one of your contacts with the touch of a button. SCM2001�s Activity Tracking System records all fax activity in the History Folder. Now you will have a record of what information was sent when to each of your contacts.

Database Synchronization

Smart Contact Manager 2001�s highly reliable Database Synchronization System gives you the ability to keep some, or all, of your multiple source contact information as current as possible. The automated Database Synchronization System allows you to synchronize contact information between remote locations or in the field and/or between multiple sites with your server system. Searches can be synchronized from IP address to IP address, through a modem, from laptop to Palm or Desktop, and from laptop to LAN.

Integrated Web Resources

Use the power of the Internet to assist you with your day-to-day tasks. Find information about your prospect with the touch of a button. Research company and individual information--or even directions by synchronizing via the Internet.SCM2001 automatically searches popular websites for the information you need, saving you time and money.

Mailing Lists

Smart Contact Manager 2001 makes it easy for you to manage your mailing lists. You can create multiple mailing groups, attaching one or more mailing groups to each contact record. Using the Automated Printing Feature, you will be able to create labels, letters, reports or even e-mail to a particular mailing group with unparalleled ease.

System Security

Smart Contact Manager 2001 (SCM2001) provides both password protection and various security access levels within the software. With these controls in place, contact information is accessible by authorized users only. In a multiple user office, each contact can be assigned a security setting. This feature gives your multiple user office the confidence that each user�s leads will be safe within the system.

As another level of security, users can be assigned varied levels of access. User access can be assigned, individually or in groups, to modify, create, delete, or read-only access to pick-list editing. For single users for whom security is not a concern, this feature can be turned off so that you can easily access SCM2001 directly without logging in.

Smart Reminders/Alerts

With our Smart Reminder/Alert system, you will always be on top of all your appointments and/or activities. The Smart Reminders/Alert system will warn you of all you upcoming appointments and activities. You do not have to have the Smart Contact Manager 2001 running to get these reminders. Smart Reminders/Alerts starts with your computer and be ready to signal you with your important information.

Import and Export Wizards

One convenient wizard available that makes the Smart Contact Manager 2001(SCM2001) more versatile is the Import and Export Wizard. It will guide you through step-by-step instructions to import or export from other applications such as Microsoft Excel. The Export Wizard will also make it easy for you to transfer your contact information to other applications. If you built up a sizable database in another contact manager, don�t worry! The SCM 2001 can easily import information directly from other major contact managers with the click of a button. With its varied options, you will be able to share only the information that you select between various sites and systems. SCM2001 lets you take advantage of the power of the Internet throughout Database Synchronization System. Connect via IP addresses and you will have the most current information on both ends in a quick and reliable fashion.

Expense Tracker System

Everyone loves filling out expense reports, right? We take over the tedious task of creating these important documents and let the Smart Contact Manager 2001�s Expense Tracker System helps you to create a running tally of expenses for a day, a month? or an entire year, storing those records for quick retrieval later. It gives you the flexibility to enter detailed cost descriptions and to print out your expense report ready for signing.

In addition, SCM2001easily exports to Microsoft Excel and offers password protection for privacy.

Quick Quote System

Creating quotes becomes a whole lot easier using Smart Contact Manager 2001�s (SCM2001)�s Quick Quote System. Quoting a product or service can be time consuming, particularly as the number and quantities of items expand. Additionally, human errors can be costly. To help you in both of these areas, we created the Quick Quote System. SCM2001�s Quick Quote gives you the ability to quickly generate a quote for faxing, printing or even e-mailing in a matter of moments. Additionally, with the new Package System, you can create component items that contain several products or services. Simply call up a package and all of its components, along with corresponding pricing, will be automatically totaled as a single price.

SCM2001ties its Quick Quote System into its Sales System. By moving your quotes into the Sales System, you can better analyze your sales efforts, including automatically tracking sales forecasting based on those out-going quotes.

SCM2001 Message Center

Communicate with one associate or your whole office with the SCM2001 Message Center. This innovative Communication System allows you to display information such as phone messages or reminders to individuals or groups without having to generate E-Mails, etc.

For those broadcast messages, the SCM2001 Message Center utilizes a Moving Marquee, relaying notices and announcements visible to every user of the SCM2001.

SCM2001 Jotter runs on Desktop

At times it may be necessary to quickly "jot down" important information that you cannot trust to a little yellow sticky. The Smart Contact Manager 2001 (SCM2001) can help with its innovative SCM2001 Jotter. Now you can quickly enter various notes directly from your Desktop into a holding file without being in the SCM2001. This way, when you are ready to work in SCM2001, you can easily transfer information from the Jotter into the proper contact file in the SCM2001 database.

SCM2001 Quick List runs on Desktop

Have your Most Frequently Called Numbers right in front of you on the Desktop, even when the Smart Contact Manager 2001 (SCM2001) is not running! The SCM2001 Quick List allows you to access your various contact names, addresses, and telephone numbers without leaving vital information from your entire SCM2001 database open on your computer.

Custom Screen Layouts

Because every business is different, specialized fields customized to your own industry may be desired. That is why we created two other customizable screen layouts with added fields so you can customize them fit your specific needs.

Like the standard data fields, these Customized Fields can be searched, imported and exported to and from and serve as a data source for printing?

Custom Folders

Smart Contact Manager 2001�s (SCM2001) dynamic modular design comes with a Custom Folder that can be completely customized for each contact record or for a group of contact records. Use the Administrator-designed templates or create your own--it�s up to you.

With SCM 2001�s Custom Folder, you can customize your contact information by creating your own specialized input fields or selecting one of the prepared templates that you set up yourself. No matter what industry,--SCM2001 can be easily customized to track important information to help you manage your contacts more effectively.

Company Hierarchy View

Now you can group all of your contacts that are within an organization for even faster look-up convenience. This feature is helpful in any number of ways, especially when managing a large database. Say you are doing lots of business with "Company XYZ" and you are looking for someone with the first name of "John" but can�t remember his last name. You can simply access that organization�s contacts searching for the first name of "John", eliminating having to review the many other contacts in your database having the same first name but not belonging to "Company XYZ". For your convenience, the groupings list is located next to the main contact screen. Now just look for the company name -- and you will find all of your contacts associated with that organization.

SmartLinks

Document management can become a monumental task, also keeping track of documents that are specific to a contact can turn into a frustrating project. That is why wecreated SmartLinks which enables you to attach files such as documents, art files, sound files, spreadsheets and more. Once the documents are "SmartLinked" to your contacts, access to them is only a click away.

Global Search/Memory Jogger

In addition to Smart Contact Manager 2001�s (SCM2001) standard search features, the Global Search/Memory Jogger allows you to quickly search your entire database for a word or a string of words. Whether the information resides in your contact�s activity, appointments, custom fields or even notes, the Global Search/Memory Jogger will find it. You can also print a list of your findings and keep them handy for later use.

Global Search/Memory Jogger helps you remember information about contacts to easily find them. For example, if you knew that you entered in your notes that the client likes football, simply type in football for the search criteria and the SCM2001 will search every "nook and cranny" for the requested information. SCM2001 will then create a list of every occurrence of the word football in your databases.

Extensive Reports and Graphs

With a robust collection of over 120 reports, you will have no problem pulling important information and data from your contact records. Each report is carefully designed to meet your needs. In addition, every report can be customized, allowing for added flexibility in filtering the type and amount of information you require based on your current needs.

Select various reports and/or graphs, whether a contact summary listing or a graph showing where each contact is in your sales funnel, and let Smart Contact Manager 2001 do the rest!

Web-site Tracking

The World Wide Web has hundreds of thousands of sites with more added every day. Keeping track of sites that are of interest to you and your company can be challenging. To help you organize, record and recall important sites, Smart Contact Manager 2001 provides a Web-Site Tracker System. The Website Tracker allows you to not only record and categorize web sites but also provides a way to record information about them and launch your web browser to the selected website directly from the Smart Contact Manager 2001.

Automated In and Out Board

Smart Contact Manager 2001 (SCM2001) provides an automated "In and Out Board", offering a convenient way for coworkers within an office to inform one another of their whereabouts in a quick and convenient manner. Users of SCM2001 will be automatically listed on the "In and Out Board". Each user then manually selects "in" or "out" and has the option of entering more detailed information under "notes" such as "Vacation", "Dr�s Appointment", "Client Meeting Offsite", etc.

Skill Resource

Put Smart Contact Manager 2001 to work for you for more than sales contacts or prospects. The Skill Resource System allows you to easily track contacts by certain skills or products, such as customer relations training or components for electronics. By using SCM2001 Skill Resource System to categorize your contacts and record their particular skills or products, finding the contact with the "right stuff" has just been made easier!

Referral Tracker

The Referral Tracker is a powerful tool designed to help you relate information from one contact to another. By referencing the referring person or company to your prospective client, you minimize initial barriers, allowing you to more quickly build the rapport needed to achieve your goal. Additionally, in order to save you time, the Referral Tracker System in re-enters information that is constant between multiple records.

Industry Tracker

With today�s high rates of consolidation between companies, it is not unusual for a particular company to be split into several business units, servicing more than one industry. Smart Contact Manager 2001�s Industry Tracker System allows you to easily keep track of your client�s industries, along with their SIC numbers, with the touch of a button. By tracking each individual industry pertaining to a contact, whether one industry or 20, you will know the broader range of your client�s business, allowing you to more strategically maximize all sales activities.

The Industry Tracker will also allow your sales team to run mailing lists and/or other reports for each of your client�s industries.

Simplistic Telemarketing Scripts

Smart Contact Manager 2001�s Telemarketing Module is another valuable feature that allows you to create sophisticated scripts for your telemarketing associates. Each script can have one or more links to possible answers, providing your sales staff with important back-up information to answer client questions without the constant back-up by a supervisor.

You can also use this feature as a sales training tool for new hires or a refresher course for veterans. The telemarketing scripts can also help keep your sales policies consistent with company policy.

Tools

Smart Contact Manager 2001 comes with a variety of useful tools for quick access, accurate actions and fast results.

Smart Contact Manager 2001 tools:

  • Right click mouse menu (customizable)
  • Various calculators
  • Quick Access Calendar
  • Short Cut Keys
  • Resource Tracker
  • Visual Help Tips
  • And much, much more!

Help

Help is right in front of you--where you need it, when you need it. Just press the "F1" key to get the answers you need from Smart Contact Manager 2001�s Electronic Help. Smart Contact Manager 2001�s full User�s Manual is also available electronically along with any late-breaking information.

Product and Technical Support

Surado Solutions prides itself in excellent product support. Because we want to make sure your Smart Contact Manager 2001 is working for you, Surado includes technical service for any installation problem for up to a year from date of purchase. As an added bonus, Surado will provide free technical support for up to 10 incidents during the first 90 days following purchase of Smart Contact Manager 2001. While many other manufacturers charge for each call, Surado counts free technical support incidents only when we resolve your problem. That means that if two calls are required to resolve one question, it is counted as one incident. This service is granted to all fully registered users of the Smart Contact Manager 2001--so register today through internet link, by completing and mailing in the enclosed post card, or by phone to take advantage of Surado�s free technical support!

Surado Smart Contact Manager 2001 (build 272) works with the following PDAs:

Palm Handhelds

  • Simplicity
    Indeed the beauty of all products from Palm, Inc. lies in their simplicity. Click one icon to make access your Date Book and another to connect to the Web. It's that simple.
  • Mobility
    Handhelds need to be carried everywhere. To that end, Palm handhelds are smaller and lighter than many competitive products.
  • Connectivity
    The Palm VII & VIIx handhelds were the first handhelds to provide integrated wireless Internet access. Software and accessories bring wireless connectivity to most other Palm handhelds.
  • Expandability
    Additional functionality can be added to every Palm handheld with snap-on accessories. The latest models can also be expanded using plug-in expansion cards.

Handspring Handhelds

  • Incredibly Organized
    Now you'll have instant access to everything you need, everywhere you go...like an address book, to do list and memo pad. Plus, Visor handhelds come with special features like an enhanced date book, an advanced calculator and a world clock. Click here to learn how a handheld helps keep you incredibly organized.
  • Infinitely Expandable
    Handspring's unique Springboard� expansion slot means your Visor can become a digital camera, a wireless modem, or even a phone. And since it's plug-and-play you simply snap in a module and it works!
  • Fully Compatible
    Every Visor uses the popular Palm OS�, which means you can run all Palm-compatible applications and even beam information with other Palm users.
  • Very Connected
    With your USB cradle and HotSync� technology, you can back up, update or exchange information between your Visor handheld and PC or Mac in seconds. You can even transfer existing Palm data to your Visor with just one touch. And because it's a USB instead of a serial connection, it's a whole lot faster...and easier.
  • CLI� Handhelds
  • Audio & Video
    The new Sony CLI� handheld offers a high-resolution color display for superb picture quality and a built-in audio player for your personal entertainment.
  • Hi-Res Screen
    The 320 x 320 pixel high-resolution color screen shows images in fine detail.

Palm OS�

The CLI� handheld runs on the proven, reliable, Palm� operating system. Which means it comes complete with all the standard Palm OS application you need for organizing your life.
  • Jog Dial�
    Sony�s exclusive Jog Dial navigator allows you to access images, phone numbers, notes, even video clips, while keeping your other hand free. (with supporting applications)
  • Memory Stick�
    Enjoy virtually unlimited data storage with your handheld. Memory Stick media comes in 8MB, 16MB, 32MB, 64MB, and 128MB.
  • Enhanced Calculator
    The CLI� handheld comes installed with a hi-res, color powerOne� Personal calculator from Infinity Softworks. powerOne comes complete with every-day math and advanced functions.
  • StreetFinder� Express(Rand McNally)
    Street Finder Express allows you to view interactive city maps on your CLI� Handheld.

WorkPad PC

The IBM WorkPad PC companion is designed for highly mobile users who have to take key enterprise data with them. These handheld solutions are ideal for users who are frequently away from the office and need a pocket-sized window to critical information from the corporate network

WorkPad c3 Highlights:

  • Palm OS�
  • Provides one-touch access to critical information
  • Customize to put enterprise applications in your pocket
  • One-touch synchronization keeps you up to date
  • Ultraslim, ultracompact
  • Global availability and support


Workstation Requirements: Windows 95, 98, ME, NT and 2000, IBM PC or Compatible/Comparable with a Pentium II Processor, 64Mb of RAM, Super VGA Graphics Card, Modem (for E-Mail, Internet Browser Launch & Auto Dialing), Windows Compatible Mouse & Printer, 8X CD-ROM Drives and a Printer.

Workgroup Features & Networking: Novell Support, Microsoft NT & Windows 2000 Server, Banyan Vines & Peer to Peer Network Support, Unlimited Number of Users on Network, Synchronization, Security for Individual Users, Time Access Restrictions, Local Drive-System / Data Install option, Network Drive-System / Data Install option, MS SQL Server 7.0 or Higher ( SQL Version Only), User can create temporary / reusable filters, Users can create rules to automatically designate tasks,

Smart Contact Manager Standard Vesrion
Single User $149.00
Network Version (Multi User)
Includes (1) Smart Contact Manager System
4 User License $499.00
6 User License $749.00
11 User License with Palm Device Support $1259
12+ User License Call 303-340-3404
for pricing


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