Daylite

Daylite is a powerful customer communication (CRM) and sales management solution designed for the Apple Mac.
With your customer information safely stored within Daylite you are free to make meaningful interpretations and hence better decisions for your business.

Services

Daylite Implementation:
We will help you deploy Daylite within your organisation by installing the application on your network and then working with you to design a configuration that is aligned to your workflow.

Report Generation:
If you have a specific requirement or need to reproduce a particular layout, we offer a report creation service.

Data Importing:
We can help you migrate data from other applications such as ACT!, Outlook or Filemaker etc. Alternatively we can help you to import data lists that you have purchased.

Training
We offer flexible training programmes geared to your needs...

Basic Daylite Training
This one-day hands-on course is an excellent introduction to Daylite. Designed for new users, the aim is to produce confident Daylite users by the end of the day.
The course starts with an overview presentation that outlines what can be achieved with Daylite and DMI (Daylite Mail Integration).
It then shows you how to navigate Daylite's interface and how to get maximum benefit from it.
We then cover methods of data entry, searches and smart lists, sales opportunities concepts, projects, mail-merging, labels, using the calendar, appointments and tasks, notes.
We can also provide a personalised tuition service as a workshop with emphasis placed on your requirements.
We find that our clients get the most out of training when using their own data so we normally ask attendees have some data prepared and ready to load prior to the session.

Advanced Daylite Training
This is a one-day course designed for those who have attended the basic training or who those who have been using Daylite for a while and would like to get more out of it.
Topics covered: Sales forecasting, creating print layouts, reports and mail merge templates, use of forms, synchronising with iCal and Address Book, de-duplication, Administrating Daylite in a multi-user environment, full explanation of the preferences.

Sales Forecast Training
We offer a service to review and advise on your business, its products and services and then help you to develop sales training program that enables your company to maximise its business opportunities.

Would you like to:

• know the next logical step required to lead to closing a deal?
• Have a method of measuring the probability of winning each deal?
• Compare the deals you have won with those you have lost?
• Have a summary of sales activity by date, salesperson, product/service, region, industry or any other criteria?

If yes, then now might be the time to consider a more formalised approach to the way you sell your products and services.
We help you to devise a sales procedure for the way you work and for the selling disciplines you intend your staff to follow.
The results can be rolled out your to your staff using as a hands-on training session using Daylite's Opportunity management tools.