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Copyright 2008 - MLM Software Solutions, Inc. DIRECT SELLING MAGIC … FROM A MOUSE!

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Presentation on theme: "Copyright 2008 - MLM Software Solutions, Inc. DIRECT SELLING MAGIC … FROM A MOUSE!"— Presentation transcript:

1 Copyright MLM Software Solutions, Inc. DIRECT SELLING MAGIC … FROM A MOUSE!

2 Copyright MLM Software Solutions, Inc. Contact management Team management Financial management Business tax preparation Palm Pilot synchronization Data Exchange Interface Windows-based (Win 98 or higher – Vista compatible - runs on newer Macs that have Windows)

3 Copyright MLM Software Solutions, Inc. Quick, printable summary of today’s activities Optional snapshot of year-to-date financial results Great way to get organized each day Appointments Tasks Birthdays Anniversaries Year-to-date profit / loss summary (optional)

4 Copyright MLM Software Solutions, Inc. Place contacts in multiple user-defined groups and subgroups Filter by group, purchase history and event history Combine Searches and Filters to target any segment One-click access to purchase and event histories Last order & history Last event & history Next event Booked event Encrypted cc info Team information Customer wish list

5 Copyright MLM Software Solutions, Inc. Write notes or let the program write them for you Easily insert product descriptions and user-defined templates into each person’s notes Quickly access each person’s next activities Next appointment Next task

6 Copyright MLM Software Solutions, Inc. Manage pre-party and post-party activities Send invitations and track RSVPs Remind hosts of key pre-party dates Follow up with hosts and customers after the party Store and print directions to the party Put the date on your calendar! Track referring hosts for incentives and rewards

7 Copyright MLM Software Solutions, Inc. Personalize communications via mail-merge , letters and labels Instantly communicate with any filterable or searchable group of contacts Labels start where you last left off Each recipient receives an individual, personal

8 Copyright MLM Software Solutions, Inc. Activity schedules help ensure consistent and appropriately automated follow-up Automatically recurring s and reminder popups take care of birthdays, anniversaries, team renewals and more. Activities can be scheduled to occur before and after the party s go out automatically

9 Copyright MLM Software Solutions, Inc. Daily, weekly and monthly calendar displays and printouts Create any type of one-time or recurring appointment Link appointments to contacts for phone and reference Optional popup appointment notifications Pop-up reminders View and print appointments by category Display contact info or your Tasks list while viewing your calendar

10 Copyright MLM Software Solutions, Inc. Prioritize and categorize your list of things to be done Check tasks off once they’re complete Link tasks to contacts for quick phone and reference Filter and sort your Tasks display and printouts

11 Copyright MLM Software Solutions, Inc. Differentiate team members by title using colors and shapes Filter by leg, level, title, renewal date and activity level Search for members alphabetically or by position Printable at any magnification The Activity tab stores volume details Filter results are visual and can also be used with , letters and labels Hover for member details

12 Copyright MLM Software Solutions, Inc. Track progress towards monthly, quarterly and annual goals Set financial, booking and recruiting goals Track reorders and different types of sales events separately(e.g. parties, fundraisers) Set financial and business goals based on what you want to achieve Progress towards goals is entered automatically

13 Copyright MLM Software Solutions, Inc. Checkbook-simple tracking of income and expenses Import bank and credit card statements to minimize manual entry Link entries to Events for reporting purposes Filter the display by category or any other field Automatic rollup to cash, checking and credit account registers

14 Copyright MLM Software Solutions, Inc. No need to manage inventory Simply enter the dollar amounts from your purchase invoices Link purchases to Events for reporting purposes Filter the display by any field

15 Copyright MLM Software Solutions, Inc. Track “who bought what” for follow-up and reporting purposes Automatically generate beautiful HTML invoices ( or print) One-click uploading of credit card payments to ProPay TM Link sales to Events for follow-up and reporting purposes Filter the display by any field Highlight unprocessed credit card payments Add customers to “groups” while entering their purchases

16 Copyright MLM Software Solutions, Inc. Retail totals sum up party activity Event and Host Summary reports help motivate consultants and hosts Automatic host credit calculation Payment breakdown helps with bank deposits Booking and business interest summary Profitability analysis helps motivate and builds spousal support

17 Copyright MLM Software Solutions, Inc. Track business use of vehicles using Actual Expenses or Standard Mileage Rate Mileage Minder wizard recalls trip mileage for you Vehicle deductions are fully integrated into all Tax Wizard options Enter mileage or expenses separately or as monthly totals

18 Copyright MLM Software Solutions, Inc. Track deductions for business use of your home Preset categories help prevent overlooked deductions Home Office deductions are fully integrated into all Tax Wizard options Preset categories of deductible monthly expenses Preset categories of deductible annual expenses

19 Copyright MLM Software Solutions, Inc. Perfect Schedule C tax reports Export records to TurboTax  or TaxCut  Option to obtain a free tax preparation price quote Tax preparation options Tax preparation instructions

20 Copyright MLM Software Solutions, Inc. Choose from hundreds of filtered report options Event, reorder and sales summaries – product, client and event profitability summaries Save reports in Excel or HTML format Customer filters Method of payment filters Product filters Event filters Reorder filter Category filters

21 Copyright MLM Software Solutions, Inc. Import data from your company’s back office system (if implemented by your company) Update product, order, commission and team information with a click of your mouse

22 Copyright MLM Software Solutions, Inc. BASIC EDITION (500 contacts – simplified functionality): $60 STANDARD EDITION (1000 contacts – fairly robust): $100 PROFESSIONAL EDITION (30000 contacts – all features): $150 Upgrades (Basic to Standard, Standard to Professional):$50 Technical Support: Free for 1 year, then $25 / year Training calls and webinars:No charge Flash video tutorials:No charge User Forums:No charge


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