CallWizardTM Overview
The CallWizardTM is a sales-process management tool that enables rapid, smooth communications and summary reports from field sales representatives to a centralized sales manager.It enables the mobile sales representative to keep multiple principals and sales managers up-to-date on every call made to an active or prospect account.
| CallWizardTM Feature Comparison w/Competition | ||||
|---|---|---|---|---|
| CallWizardTM | Act! | Goldmine | Salesforce.com | |
| Mobile Report Entry (when not connected): | YES! | yes | no | yes |
| Web-Accessible Reporting: | YES! | no | no | yes |
| Customer-Site Web Hosting Option: | YES! | no | yes | no |
| Product-Line Reporting: | YES! | no | no | no |
| Automatic Software Upgrades: | YES! | no | no | no |
| Web-Accessible Reports For Your Customers: | YES! | no | no | no |
| Easy Data Entry to Boost Rep Reporting: | YES! | no | no | no |
| The Bottom Line: |  |
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First, ask yourself:
- How many Sales Reps do you employ?
- How many calls do they make each day?
- How many call reports do you receive every day?
- How much analysis do you perform on the reports you do receive?
With this 'ideal' in mind, think about:
- How many reports are you missing?
- What type of analysis is important to you?
- What format are your reports in?
- How much work is it to consolidate the reports to help support:
- Forecasting
- Internal Communications
- Presentation
- Measurement of Field Activity
The CallWizardTM does the following:
- Summarizes the Account Information
- Manages the Account Level Communication from a Sales Rep to the Sales Manager
This allows the Sales Manager to:
- Make proactive decisions,
- Enables consistent and frequent communications,
- Sends via email account call reports.
Benefits to You:
Increased Field Intelligence through:
- Summary and Detail Reports:
- by Sales Rep
- by Account
- by Opportunity Size
BENEFIT: Enables QUICK, PROACTIVE decisions.
Automates distribution of call reports.
- Consistent looking reports from ALL Sales Reps.
- Imagine YOUR sales force reporting daily the sales calls just made.
BENEFIT: Right People get Right Information at the Right Time.
Intuitive interface.
- Easy to Use and Hassle Free
- Up and running in less than 10 minutes.
- Interface with ACT and MS Outlook
BENEFIT: Can leverage your time and current electronic information.
Archives call reports by Account.
BENEFIT: Prior reports can be easily reviewed before the next Sales Call. <% Case 5 %>
Sample E-Mail Report:
My Company - Call Report
123 Main St, Dayton, OH 45419
Client: ACME Manufacturing
From: Michael Caruso, Phone: 937-222-1212, FAX: 937-222-1313
--------------------------------------------------------------------------------
Dealer Visited:
Area Wide Supply
234 Main St. , Youngstown, OH 42311
Phone: (212) 234-3456 FAX: (212) 234-3455
Specific Report:
The price point of the ABC widget is $15 more than ours. The volume is
heavy .. recommend increasing the price point over time. Dale mentioned
that our piece is considered the highest quality on the market.
Additional Comments:
Overall, the store is in excellent shape with heavy traffic noticed. Bert
Swanson has instituted a sales training plan along with a marketing campaign.
Please let me know if you are interested in participating.
--------------------------------------------------------------------------------
Call Wizard (TM), www.quantos.com
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Case 6
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Bob Smith, ACME Manufacturing <% Case 7 %>
Sales Opportunity Analysis
| Decision Date | Account | Sales Rep | Size | Probability | Comments |
| 5/15/03 | Wagner's Supply | Janet Brickel | 21,000 | 7 | Unusual combination of minerals in nearby streams where Quad-64 being used shows a tendency to clog up the intake valves. Lots of repairs on this. |
| 5/2/03 | Johnson's Supply House | Tom Jones | 25,000 | 6 | Customers are very happy with the new Quad-64. Very few returns and after-market items, like the Proto-Plus add-on are going out the door with 30% of the sales. |
| 4/31/03 | Area Wide Supply | Tom Jones | 30,000 | 10 | Product lines Quad-64 and Everstar are selling very quickly. They expect to be out of stock in 2 weeks. |
| 4/23/03 | Red River Supply | Janet Brickel | 15,000 | 9 | R-3 and Quad-64 are selling very quickly. Other lines are not as popular. Customers would like to see additional emergency cutoff switch on the Everstar. |
| 4/20/03 | Midwest Supply Company | Tom Jones | 45,000 | 8 | Can't keep enough of the Everstar in stock. However the Mars line is gathering dust. Expect these to be returned to OEM. |
Bob Smith, ACME Manufacturing <% Case 8 %>
Account Summary Report
| Account Name | Num Rpts | Opportunity ($) | Probability |
| Midwest Supply Company | 1 | 45,000 | 8.0 |
| Area Wide Supply | 1 | 30,000 | 10.0 |
| Johnson's Supply House | 1 | 25,000 | 6.0 |
| Wagner's Supply | 1 | 21,000 | 7.0 |
| Red River Supply | 1 | 15,000 | 9.0 |
Bob Smith, ACME Manufacturing <% Case 9 %>
Sales Rep Activity Report
| Sales Rep | Number Reports | Number Accounts | Reports per Account |
| Janet Brickel | 3 | 3 | 1.0 |
| Tom Jones | 3 | 3 | 1.0 |
Bob Smith, ACME Manufacturing <% Case 10 %>
| Sales Rep: | Tom Jones |
|
ACME Mfg. 200 Main St. Chicago, IL 60622 Phone: 211-509-0923, Fax: 211-834-0921 jones@acme.com |
Recent Reports:
| Date | Account | Report Content |
| 4/5/03 | Midwest Supply Company | Can't keep enough of the Everstar in stock. However the Mars line is gathering dust. Expect these to be returned to OEM. |
| 4/2/03 | Johnson's Supply House | Customers are very happy with the new Quad-64. Very few returns and after-market items, like the Proto-Plus add-on are going out the door with 30% of the sales. |
| 4/1/03 | Area Wide Supply | Product lines Quad-64 and Everstar are selling very quickly. They expect to be out of stock in 2 weeks. |
Bob Smith, ACME Manufacturing <% Case 11 %>
| Account: | Red River Supply |
|
234 Ackerman Blvd. Cincinatti, OH 41235 |
Recent Reports:
| Date | Sales Rep | Report Content |
| 4/3/03 | Janet Brickel | R-3 and Quad-64 are selling very quickly. Other lines are not as popular. Customers would like to see additional emergency cutoff switch on the Everstar. |
Bob Smith, ACME Manufacturing <% Case 12 %>
| Contact Date: | 5/1/03 |
| Account: | Area Wide Supply |
| Sales Rep: | Tom Jones |
| Estimated Sale: Decision Date: Probability: |
30,000 7/31/03 10 |
| Comments: | Product lines Quad-64 and Everstar are selling very quickly. They expect to be out of
stock in 2 weeks. Met with the sales manager. They will be building a new facility to handle the increased growth in the city. |
Bob Smith, ACME Manufacturing <% Case 13 %>
Download CallWizardTM
This version will run with full capabilities for 30 days.
When the download window appears, select "Run this program from its current location" to begin the installation. <% Case 14 %>
Start using the CallWizardTM For Your Business
The CallWizard system is priced once for the entire organization, depending on how many sales reps will be activated:
1-5 Sales Reps: $199/month (only $39.80 per rep)
6-10 Sales Reps: $269/month (only $26.90 per rep)
11-15 Sales Reps: $329/month (only $21.93 per rep)
15-20 Sales Reps: $399/month (only $19.95 per rep)
21+ Sales Reps: call for pricing
Customer-Hosted Web: $2,000/month subscription, which gives you unlimited usage. Includes maintenance updates.
The mobile reporting tool can be licenced by itself for $89 per year.
Contact our sales department at: sales@quantos.com to place an order. <% End Select %>