What is the Prospecting Plug-in?
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It is a number of items that when combined with a company's existing infrastructure enables the distribution, tracking and reporting of quality Prospecting Leads to sales-force staff. The elements that make up the Prospecting Plug-in include:
  • A Microsoft Access Database with user-friendly forms.
  • A Microsoft Excel Template that acts as a CRM Front-End for viewing and tracking sales lead prospects.
  • A Microsoft Outlook module enabling multiple emails to be delivered without the need for third-party software.
  • Code to harness the capability of DOS FTP which is used to download files from server-side databases.
  • SQL scripts for creating server-side tables.
  • Unix Load scripts to update server-side tables (optional: can be replaced by SQL pass-through queries)
  • Considerable error-checking to ensure smooth and consistent workflow.
  • 'How To' documents for both user and administrator
  • Flexibility in terms of which Prospect Applications to create/deliver/follow-up and report upon.
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A Diagram showing the Complete End-to-End Process for Delivering Sales Leads (Prospects)
 
How does it work?
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The Microsoft Access database is the hub of all activity. It is where all the administrative functions take place. There is a main user form which interacts with all other applications and functionality using Visual Basic code (VBA). There is a simple step-by-step process that the administrator follows which guides the system through creation, delivery and tracking of the various Prospecting applications. In the diagram above the blue arrows represent the functions that occur on the 'Prospect Process' TAB of the main database form and the green arrows represent the 'Results Process' TAB. To view screen-shots of the database and Prospecting Applications please view the Interface page.