ABC Sales Opportunity Tracker
Let's track leads, sell opportunities and manage our pipeline! ABC Sales Opportunity Tracker is one application built to integrate with Outlook. If your Outlook email and calendaring are important to you, you can use them. Email, contacts and meetings are easily updated. ABC Sales Opportunity tracker has SoftTech Expert's "SendToQuickBase" and "SendToOutlook" built-in. Now whether you're sending an email or checking your calendar for availability both Outlook and QuickBase are up-to-date. ABC Sales Opportunity tracker has dashboard reporting and an intuitive way of handling your team's sales activities. This application includes and example Outlook integration using an Outlook Add-In from http://softtechexperts.com called SendToOutlook. For more information on how you can integrate QuickBase with Outlook visit http://softtechexperts.com for SendToQuickBase and SendToOutlook.
Great solution for common sales needs
A well designed template
One of my favorite apps!
This is a great app for national or regional sales managers and their teams. I like how it tracks quotas and opportunities.
It was very useful in providing insight to app development, since this was my first time on QB.
Send to QuickBase
The general concept of the app seems sound, but I continue to have difficulties in mapping to actually get emails, calendar items and other docs and activities into QuickBase. The tutorials really have not been of any help, and I really have not been able to get specific help from the author. I need this add-on app to work properly; otherwise QuickBase is not the solution I am looking for.