From a prospective client: I am a newbe on crm software. Maybe I should read the manual first, but how can I work with more people (4) in the system. Is there a tutorial on this subject available?

The good news is that Desktop Sales Manager can support sales teams in several ways. The bad news is that you'll need to choose which one works best for you. There are tutorials in the Help manual for the more practical, step-by-step details. Here are two approaches:

1) Simple and Small.
This approach is worth considering if you have a sales team that is small (1-10) and only has one or two layers of management. Sales people can be either remote or local or a mixture. Mobile or inside or both. And it requires no change to your infrastructure, no servers to add, no software to load, and no additional cost.

The solution is deceptively simple - and models the old manual process of a sales forecast meeting. Each sales rep keeps their own sales pipeline file. That file may be stored on their local PC, or stored on a shared disk drive in a LAN if available. Then on a regular basis (daily? weekly? monthly? However often you would hold a sales forecast meeting...) the sales manager uses Desktop Sales Manager's Pipelines --> Combine function to pull together each of the individual pipelines into one sales forecast pipeline. The Combine process takes a couple of clicks and seconds. It can combine sales pipeline files from local disk drives, shared LAN storage, and also from your Outlook Email inbox. The Inbox means that remote or out-of-the-office sales reps only need to email their pipeline file to you (no excuses!)...

The combined sales forecast has all the details of each deal - including the 'sales owner' of each deal. The Executive reports have an extra level of reporting to track deals-by-rep. You can use Desktop Sales Manager to analyze the report from many different angles using Categories - Booking Month, Booking Quarter, Probability, Overdue, Status, etc. The possibilities for analysis are limitless. Reports can be saved as Word/Excel/PDF files and shared with management, etc.

2) Sales Data Center
The Sales Data Center works well for small teams, but also handles larger teams with more layers of sales organization. There is a recurring expense involved that averages about $0.25 per day per sales rep. It works for local or remote sales reps. It does require occasional access to the Internet.

The Sales Data Center is an Internet based collection point for your sales information. Your company has a "post office" within the Sales Data Center and each sale rep has their own mailbox that holds their sales pipeline. Mailboxes are organized just like your sales organization. A front line sales manager can see and access all the mailboxes for their team, but not for any other team. A second tier sales manager can access mailboxes from any level of their sales organization - right down to the front line sales rep.

The Sales Data Center also automates the creation of a sales forecast. At any time a sales manager can open a sales forecast pipeline with sales information from their entire sales team or organization. The Sales Data Center automatically scans each of the mailboxes of the sales team and builds a sales pipeline with the latest sales information in it.

As with the Simple-and-Small approach, the sales forecast pipeline has all the same information and can be analyzed, reported, etc.