Review by Joanna D.

letting them to work seamlessly. But it also has a prioritization feature that lets you set up to-do lists and reminders. The data is easily exported to other Microsoft products. My favorite function, however, is the calendar. This is an essential tool to keep multiple tasks on track.

The addition of the ability to track sales campaigns, add customer ticklers and to-dos, and view a sales pipeline with PROBABILITY is awesome. (I used to do this by hand on a spreadsheet and I had a probability system I worked out that was very helpful to tell my management what sales were going to happen when.) Now, with this software, you can standardize this for your entire salesforce. This can save time on phonecalls to the sales force and all that work of going to each person and getting their updated forecast. One can also assign tasks. Just use Outlook and make sure each salesperson keeps their forecast up to date and standardized along your own forecasting lines of what is probable in what timeframe. You also have the ability to prioritize activities.

For the small business owner who is both salesforce and back office, you can send info to billing software (like Microsoft Accounting.)nnAll in all, this is a worthy competitor to programs like ACT! and very nice that it meshes with other Microsoft software. I can’t think of a better program in this class. An essential.