Prospect Management for New Mac Users

If you are in Sales and are new to the Mac, you probably have been a bit frustrated with what is available for Sales Prospect Management.  I got my first Mac in February of 2007 and I love it.  What is not to like?  I use Parallels so that I can use Windows as well simply because I have to.  There are a few programs that are either not offered on the Mac or the Mac version is just not nearly as robust, i.e. QuickBooks.  I have used ACT! for contact management for many years and is really a great way to follow through on everything and track results.

However, I recently learned of Daylite from Marketcircle and signed up for a free 30-day trial.  Daylite is a Contact Manager that is plenty robust enough to meet the needs of any sales rep or sales manager.  Adding and importing contacts is easy.  It rather seamlessly syncs with AddressBook and ICal which makes it sync well with PDA’s.  My Blackberry Storm syncs great using PocketMac.

Daylite works a little differently than ACT! as it handles activities a bit differently and it takes some getting used to.  However Marketcircle has a series of video tutorials that are quite helpful.  The entire system relies on a sophisticated linking system where contacts, organizations, activities, tasks, projects, documents are linked with one another and accessed through one common interface.

Those presently using ACT! and would like a Mac-based solution to contact management, should seriously consider Daylite.  So far, I haven’t found myself missing anything on ACT!.  There is also a good tutorial video that is specific to ACT! users that explains the features and differences.

As I have written before, its all well and good to get high rankings on Google through Search Engine Optimization.  But once you’ve figured out how to get lots of people to the site and filling out the lead forms, what are you doing with these leads?  How long does it take for you to respond?  What is your sales process?  Are you following this process?  Do you track your process?  Do you track your results?
Using Daylite provides a key tool to allow you to focus on maximizing your sales time by staying organized, focused, and clearly demonstrating to all those you interact with that you are on the ball.

From lead generation to final sale, contact management software is the primary tool for efficiency and effectiveness.  Mac users now have a reliable application to manage and execute their sales process.

Arthur Cooper

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