What does it cost to upgrade the Sales Lead Wizard?
The Sales Lead Wizard is available under a term
subscription plan, which means the cost of an upgrade is no
more than renewing a subscription or initializing a new subscription
plan.
Can I open the Sales Lead Wizard's collection database with
Excel? You can export all of the results of the collection database
to a ".csv" (Excel compatible file).
What is a CSV file? A comma-separated
values (CSV) file is a text formatted file, which has become the
defacto standard and are often used for moving tabular data
between two different computer programs, for example between a
database program and a spreadsheet program. Therefore, when a
CSV file is opened with Excel it will come up as a normal Excel
workbook or spreadsheet.
Can I use the Sales Lead Wizard's database to do a mail merger
with Microsoft Word? You can by first exporting all of the
Sales Lead Wizard's database to an Excel file. After review and
making any adjustments that might be necessary, then use the
Excel file to do a mail merge with Microsoft Word.
Can the Sales Lead Wizard store the collected data into a SQL
file? Yes, the Sales lead Wizard can use either Access or
SQL Server. However, SQL server doesn’t come with the Sales Lead
Wizard.
Is the Sales Lead Wizard's database compatible with Outlook?
Not directly. The Sales Lead Wizard’s database can be
exported to Excel, then imported to Outlook.
Is the Sales Lead Wizard's database compatible with
ACT? Not directly. The Sales Lead Wizard’s database can
be exported to Excel, then imported to ACT!
Is the Sales Lead Wizard's database compatible with Goldmine?
Not directly. The Sales Lead Wizard’s database can be
exported to Excel, then imported to GoldMine.
Is the Sales Lead Wizard's database compatible with
"SalesForce . com"? Not directly. The Sales Lead
Wizard’s database can be exported to Excel, then imported to "SalesForce
. com."
Do you have a economical Contact Management (aka
CRM) software application
that is compatible with the Sales Lead Wizard's database.
Yes, we publish a very economical but capable contact manager named
CRMworx, which can import the Sales Lead Wizard CSV directly (does
not require Excel).
What Contact Manager software application do you recommend for
using with the Sales Lead Wizard's database? Any major
contact manager that can import from Excel is a candidate to use
with Sales Lead Wizard. We may provide some features for direct
support in the future, such as Microsoft Outlook,
CRMworx and ACT!
Can I install the Sales Lead Wizard on my Windows Server and
allow multiple client user workstations to run the software
simultaneously? No. The software needs to be installed on
each machine where you would like to run it. It is a standalone
program, similar to anti-virus programs which are installed on each
machine.
Can I install the Sales Lead Wizard on my Windows Terminal
Server and allow multiple client Remote Desktop Users (RDU) to run
the software simultaneously? Yes, this type of installation requires
an "Annual Subscription Plan - Site License" . Anyone who can
log on to Windows terminal server can run a search using the
installed Sales Lead Wizard program there. Multiple searches can be
run at once using 1 installed copy, depending upon the Windows
Terminal Server Licenses installed.
I don't want to install the Sales Lead Wizard on my computer. Do
you have a server that I can log into from the Internet and run the
Sales Lead Wizard to get my sales leads? No, remote
services are currently not available. However, we will reconsider
offering this option if we get sufficient demand for it.
Do you have a economical Contact Management (aka
CRM) software application
that is compatible with the Sales Lead Wizard's database.
Yes, we publish a very economical but capable contact manager named
CRMworx, which can import the Sales Lead Wizard CSV directly (does
not require Excel).