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

Copyright 2008 - MLM Software Solutions, Inc.

CONSULTANT FRONT OFFICECONSULTANT FRONT OFFICE

DIRECT SELLING MAGIC …

FROM A MOUSE!


OVERVIEWOVERVIEW

• 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)


DAILY ACTIVITY SUMMARYDAILY ACTIVITY SUMMARY

• 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)


CONTACT MANAGEMENT:CONTACT MANAGEMENT:CONTACTS CONTACTS

• 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 & historyLast event & historyNext eventBooked event

Encrypted cc info

Team informationCustomer wish list


CONTACT MANAGEMENT: CONTACT MANAGEMENT: NOTESNOTES

• 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 appointmentNext task


CONTACT MANAGEMENT: CONTACT MANAGEMENT: EVENTSEVENTS

• 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


CONTACT MANAGEMENT: CONTACT MANAGEMENT: COMMUNICATECOMMUNICATE

• Personalize communications via mail-merge email, 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 email


CONTACT MANAGEMENT: CONTACT MANAGEMENT: FOLLOW-UPFOLLOW-UP

• Activity schedules help ensure consistent and appropriately automated follow-up

• Automatically recurring emails and reminder popups take care of birthdays, anniversaries, team renewals and more.

Activities can be scheduled to occur before and after the party

Emails go out automatically


CONTACT MANAGEMENT:CONTACT MANAGEMENT:APPOINTMENTSAPPOINTMENTS

• Daily, weekly and monthly calendar displays and printouts• Create any type of one-time or recurring appointment• Link appointments to contacts for phone and email 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


CONTACT MANAGEMENT:CONTACT MANAGEMENT:TASKSTASKS

• 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 email reference• Filter and sort your Tasks display and printouts


CONTACT MANAGEMENT:CONTACT MANAGEMENT:TEAMTEAM

• 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 email, letters and labels

Hover for member details


FINANCIAL MANAGEMENT:FINANCIAL MANAGEMENT:GOALSGOALS

• 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 achieveProgress towards goals is entered automatically


FINANCIAL MANAGEMENT: FINANCIAL MANAGEMENT: INCOME AND EXPENSESINCOME AND EXPENSES

• 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


FINANCIAL MANAGEMENT: FINANCIAL MANAGEMENT: PURCHASESPURCHASES

• 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


FINANCIAL MANAGEMENT: FINANCIAL MANAGEMENT: SALESSALES

• Track “who bought what” for follow-up and reporting purposes• Automatically generate beautiful HTML invoices (email or print)• One-click uploading of credit card payments to ProPayTM

• 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


FINANCIAL MANAGEMENT: FINANCIAL MANAGEMENT: EVENTSEVENTS

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


FINANCIAL MANAGEMENT: FINANCIAL MANAGEMENT: VEHICLESVEHICLES

• 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


FINANCIAL MANAGEMENT: FINANCIAL MANAGEMENT: HOME OFFICEHOME OFFICE

• 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


FINANCIAL MANAGEMENT: FINANCIAL MANAGEMENT: TAX PREPARATIONTAX PREPARATION

• 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


CONSULTANT FRONT OFFICE:CONSULTANT FRONT OFFICE:REPORTSREPORTS

• 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


CONSULTANT FRONT OFFICE:CONSULTANT FRONT OFFICE:DATA EXCHANGE INTERFACEDATA EXCHANGE INTERFACE

• 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


CONSULTANT FRONT OFFICE:CONSULTANT FRONT OFFICE:PRICINGPRICING

• 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

Documents

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