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README
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1991-03-05
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6KB
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121 lines
==========================================================================
B&B SALELEAD THE PC Letter and Marketing System Copyright (C) 1986
==========================================================================
B&B Systems 627 Madison Waukesha, Wisconsin 53188 414-544-5988
This is a Shareware record keeping system for the business needs of
sales personnel, manufacturers (especially those with a Distributor
System), offices with Sales Reps, retail establishments, Utilities,
and any business requiring the tracking AND production of letters
and follow-up activities. B&B SALELEAD also is a professional Sales Lead
Label and Letter production system to assist you in maintaining your
marketing and communication efforts.
o Flexi-Sort (Sorts on any fields),
o Flexi-Select (Select any condition for choosing records
eg. zip='71' AND city='Phoenix').
o Flexi-Report (define data lines for reports).
o Import/Export ASCII, dBase, 1-2-3, and Ventura files
o Duplicate checking on any field, either Exact or Phonetic (Sound-Alike)
o Nth sampling capability.
o Print Labels, nametags, Rolodex labels on any stock.
o Autodialer - TELEMARKETING through your modem.
o On-Line Help screens (modifiable).
o Built-in word processor for adding any amount of NOTES to each record,
with date stamp option.
o ALL NEW calendar, time tracking features.
o Global Search/Replace data in any field.
o Ability to SEARCH for records with a value in any field.
o On-Line Help/Entry screens, zip files, misc. codes, etc.
o Function keys to review PERSONAL TICKLER LIST & account TODO list.
o Multiple Tray Printers - multiple page letters on letterhead and bond.
o Send Printer Controls through modifiable Command Menu.
o Check for INVALID or BLANK entries in Add or Edit.
o Include any variable text in letters, including QUOTEs.
o Produce Sales letters covering up to 3 different customer interests.
o Produce FORM, THANK YOU, FOLLOW-UP Letters for any Sales Leads.
o Create new Data Bases for specific needs.
o Produces Zip Groupings reports for mass mailings (3,5,9 digit summaries)
o After producing letters, produce reports for in-house Sales Reps/
Territories and/or Outside Distributors/Retailers listing names and
addresses for the letters just produced.
For example, three Letters are produced as shown below.
Each Sales Lead has the DISTRIBUTOR and SALES REP/TERRITORY code
shown under each letter.
+-----------+ +-----------+ +-----------+
| A.Smith | | B.Jones | | C.Kline |
| | | | | |
| | | | | |
| | | | | |
| | | | | |
| | | | | |
+-----------+ +-----------+ +-----------+
Distrib=Acme Co. Distrib=Carter Co. Distrib=Carter Co.
Rep/Terr=BB Rep/Terr=Main Rep/Terr=BB
After printing letters, you can print LISTINGS of these Sales
Leads for your:
DISTRIBUTORS and/or SALES REP/OFFICES
+- ACME Co.--+ +--MAIN OFFICE-+
| A.Smith ..| | B.Jones ... |
| | | |
| +- CARTER Co.-+ | +--- BB REP ----+
| | B.Jones ... | | | A.Smith ... |
| | C.Kline ... | | | C.Kline ... |
| | | | | |
+-----| interested | +-----| interested |
| in .... | | in .... |
| | | |
+-------------+ +---------------+
70+ pages documentation included, along with sample .LBL and .FRM dBase
modifiable label and report files. Data files are in dBase III format.
SHAREWARE version has 500 record limit.
Registered Disk available by mail, or electronically. Technical
support for registered users.
Upgrades available thru B&B Systems Bulletin Board, P.C. Manager.
Available 24 hrs, 2400 Baud (8-N-1), no cost. Call with questions, and
even register ON-LINE with Visa or MC. Also available free are zip code
files for the entire US, or each state. The data line is 414-548-9034.
UPGRADING
--------------------------------------------------------------------------
If you are upgrading from an earlier version of a B&B System, and you
don't know if you will like the new system, make a temporary directory
(use MD TEMP in the steps below) and test your new system. You can test
your new system with your existing data by selecting "Import" from your
new system and import the existing data file - C:\SALELEAD\SALELEAD.DBF
INSTALLATION STEPS
--------------------------------------------------------------------------
If you haven't made a BACKUP copy recently, do it now.
1) Make a "SALELEAD" directory:At C:\, enter MD SALELEAD, then CD\SALELEAD
2) Enter COPY A:*.*
3) Enter BBSALE?? (substitute version number for ??) to extract files
4) New Data Base Files will have a name "UPGR?" and will not overwrite your
existing .dbf files.
5) Use your editor and make sure your CONFIG.SYS file has these two lines:
FILES=35 (minimum)
BUFFERS=10 (try other values for speed improvement)
6) Turn you computer off, then on (for config.sys to take effect).
7) Enter SALELEAD to answer set-up questions, and get to main menu
8) If you have Expanded Memory and have errors, enter
SET QSEMS=0 at DOS (keeps 64k of EMS from being used).