Marketing Report


Project: Marketing Report (menus below)

Developed by: CreativityCorp Pty Ltd

Description: A marketing report template to gather information in the field and export to Excel, HTML, XML, Access, SQL server, Oracle and other for orders and marketing team follow up. While the Product points below don't show images, they can be added as Layout Image points. Many product pages can be generated from this template approach. (Avoid using $ signs if exporting to XML.)

Guidance notes:  Each page and point can support guidance information; for example, the main selling points for a product, or information on discount rates for specials.

Copyright:  CreativityCorp Pty Ltd, but there is no limit to modification by users, this is a major strength of the Pocket PC Creations system. Make a copy, and enjoy modifying in Pocket PC Creations to set up your marketing report, the free online Skills tutorial provides support.

Cost:  Free, included in the Examples folder of Pocket PC Creations software (C:\Program Files\Pocket PC Creations\Examples\marketingreport.ppc). 


Top level menu showing menu pages Menu templates

Note the CreativityCorp image point,  on the top level Marketing Report menu page. Add your own company logo, and add product images to the product points to show customers. See an example of the use of image points with the 'Wanted' images in Breathalyser.

The Customer page makes use the  Outlook Point function which enables importing of contact/client information from Microsoft Pocket Outlook in the field. New contacts can also be entered into Outlook from Pocket PC Creations in the field. Microsoft Outlook can import client/contact information from many sources for synchronization with Pocket Outlook.

 

 

 

 

The Product page points can be copied and pasted, use many product points and product pages to cover your product range. The software can support many products for a complete catalogue of products and services in your pocket. The Math Point function enables both simple and complex calculations in the field with information captured for prompt processing by supply and dispatch.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Practical Marketing Management covered in a menu which can be filled in seconds  The menu points are suggestions, feel free to amend them in Pocket PC Creations. Selection points are good for multiple selections, drop down lists add further choices and the opportunity to write information. See the Skills tutorial to learn how easy it is to modify this template and to set up many other applications.

 

 



Generate Excel spreadsheet reports in seconds. The last thing you want after a good day of sales is tedious paperwork and reporting to dampen the sales spirit. Too often, good salespersons are the ones with the most paperwork to manage!

The reports can also be exported to HTML in an instant to view and print, and through an ODBC channel to Access, SQL and other databases.

Results of previous sales activity can be taken back to the field in Excel on the Pocket PC.