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Sales Process Tracker
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Easily track the progress of Sales/Opportunities through the pipeline, by creating a History entry each time the Sales Stage is changed.
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ACT! for Windows provides the capability to record forecasted Sales Opportunities, and to update the Sales Stage as an opportunity moves from discovery to closure. ACT! also records a “historical event” when the Status of the Sales Opportunity changes from “Active” to “Closed/Won” or to “Lost”. However, ACT! does not capture or record when the Sales Stage changes.
Many sales organizations need to analyze their productivity by reporting on the movement of forecasted sales through the various stages in their sales cycle. Sales Process Tracker generates an ACT! History entry (and optionally adds the information to the beginning of the Sales Opportunity Details field, as well) when used to change the Sales Stage on a Sales Opportunity record.
These history entries become a part of the “standard” ACT! Notes and History entries, and can be reported using various reporting tools. Foremost of these tools is Crystal Report Writer (CRW), which provides powerful reporting features as well as an “understanding” of the ACT! data structures.
(However, even CRW can’t access certain information “hidden” in the ACT! data – such as the Prior Value of fields when they are changed, or elapsed time between the original Forecasting of a Sale and its Close or Loss. Notes History Extractor from The New Hampton Group takes an extract of the ACT! Notes and History table, and creates a Microsoft Access database with lots of supplemental data, including Prior Values of changed fields, how long those prior values were “in effect”, changes in Sales Stage (when used in conjunction with Sales Process Tracker), and when Sales are first forecasted.)
Purchase price: $19.00 per pc.
 v1.5.0 - Sep 30, 2003
Installation and usage instructions (v1.2.0 - Aug 5, 2002):
SalesProcessTracker Installation and Usage.pdf 
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To install Sales Process Tracker in free "trial" mode:
- Download the installation file
(Install_SalesProcessTracker.exe),
and remember where you saved it.
- Shut down all running programs.
- Run the installation file from where you saved it in step 1.
- Note: All products install into the c:\program files\tnhg folder.
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The New Hampton Group has developed a number of ACT! add-on utilities and products that enhance ACT!'s capabilities. These products are available for free download as "trial" software - after installation, they will run in "crippled" mode (only a limited number of records per execution) or only for a limited amount of time (30 days after installation) or for a limited number of uses (30 or 50 executions).
Any product can be "registered" by clicking the "Register Now" button in the upper left corner of the application window. Click the "Print Reg Form" button to display a registration form. Copy the User Code 1 and User Code 2 values onto the Registration form and provide the requested payment information.
Fax the completed form to 650-967-3658 or email it to:
info@tnhg.com
We will email back your Registration Code within 24 hours after payment clears. Enter the registration code on the Registration window, and the product will become "full function", with no time or usage restrictions. |
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v3.0.0 11/01/04 4:31p
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© Copyright 2002, 2003 The New Hampton Group. All rights reserved worldwide
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