Introduction
Welcome to WorldPort
Sales Project Manager, version 1.0.0!
WorldPort Internet, Inc. is committed to providing effective, total systems solutions for
companies making internal web networks and the global Internet a key ingredient of their
infrastructure to improve their competitive advantage. WorldPort Internet, Inc. plans to
achieve this by offering world-class hardware, software, tools, and consulting services.
In particular, the company prides itself in providing world-class, web-enabled client/server
and database solutions for Internet Commerce and Sales/Marketing and other Business
Information Systems.
WorldPort's Sales Project Manager (SPM) is intended to be an easy-to-use, web-enabled
applet that empowers Sales and Marketing professionals to more effectively manage new
and/or ongoing project-oriented programs with their customers, usually those that have
longer, more involved sales cycles.
Technical Support
Unfortunately, Technical Support is not available for this demo application. For more
information on obtaining a commercial, fully supported copy of WorldPort's Sales Project
Manager or any other WorldPort product, please contact WorldPort directly as indicated below.
Contact Information
USWeb WorldPort
A Division of WorldPort Internet, Inc.
540 Weddell Drive, Suite 2
Sunnyvale, CA 94089
Tel: (408) 541-0295
Visit Our WorldPort Internet, Inc. Home Page
We welcome your comments and suggestions on
Sales Project Manager:
[E-mail Us At WorldPort]
How to Use this Application
Use WorldPort's Sales Project Manager to:
- Track information gathered through Sales/Marketing communications or research with
customers and other contacts. In particular, the following types of information relating
to customer projects that may result in sales opportunities are tracked:
- Customer project or program specifics
- Key project contacts and team members
- Action items relating to project
- Communications with customers and/or prospects
- Organize information gathered in a useful, real-time manner by using a relational
database back-end for ease of querying and reporting. Examples of reporting capabilities
include easy access to Weekly Sales Activity and Action Item Summary by Customer Project,
and Competitor Summary by Project.
- Allow for easy-to-use forms-based data entry and retrieval.
- Enable high availability and accessibility of centralized information database for
all users who may be operating over a wide area (i.e. Sales, Marketing and Field
Applications personnel in the office or on the road.)
Getting Started
WorldPort's Sales Project Manager has 4 major modes or sections which are accessible
through the left side frame:
- Companies: Allows users to enter, update or view Company Information
- Contacts: Allows users to enter, update or view Contacts Information
- Projects: Allows users to enter, update or view Sales/Customer Project Information
- Reports: Allows users to view reports such as communications activities, action
item lists, and other project management information.
Users can access the Search screens for any of these modes from anywhere in the
application by clicking on these mode buttons.
To begin, users should use the following basic flow:
- Enter basic company information for customers or potential customers
- Enter customer or other contact information, usually noting affiliation to companies
entered previously
- Enter sales/customer project information, usually noting company and contacts
information entered previously.
With the basic foundation information in place, users can:
- Track communications (i.e. phone calls, meeting discussions, etc.) with contacts
through the Contacts pages
- Track action items and other project information through the Projects pages
- View useful reports that organize information about communications, project
action items, and so on through the Reports pages
Adding Companies
- Click on "Companies" button in the left side frame. The main frame to the right
enters the company mode.
- Select "Add Company" in the main frame to the right. You will be presented with
the New Company Information entry page.
- Enter company details in the Company Information entry page.
- Click on the "Submit" button to commit the information to the database.
Viewing/Editing Company Information
- Click on "Companies" button in the left side frame. The main frame to the right
enters the Company mode.
- To locate a company by a search string, enter your search criteria in the box
provided and click on the "Go" button. You will be presented with a hot-link list of
company names that match your search criteria. By selecting any company in the list,
SPM will take you to the Company Information detail page for that company.
- To search for companies by first letter, click on the appropriate search letter link.
- To view a list of all companies in the database, click on the "List All" link.
- Once SPM brings you to the Company Information detail page, you can edit the
information on the page.
- Click on the "Update" button to commit any changes to the database, or click on
"Reset" to cancel any changes and revert to the last saved version of the information,
or click on "Delete" to remove this company from the database.
Adding Contacts
- Click on "Contacts" button in the left side frame. The main frame to the right
enters the Contacts mode.
- Select "Add Contact" in the main frame to the right. You will be presented with
the New Contact Information entry page.
- Enter contact details in the New Contact Information entry page.
- Click on the "Submit" button to commit the information to the database.
Viewing/Editing Contact Information
- Click on "Contacts" button in the left side frame. The main frame to the right
enters the Contacts mode.
- To locate a contact by a search string, enter your search criteria in the box
provided and click on the "Search" button. The search is case sensitive. You will be
presented with a hot-link list of contacts names that match your search criteria.
By selecting any contact in the list, SPM will take you to the Contact Information
detail page for that contact.
- To search for contacts by first letter of their last name, click on the appropriate
search letter link.
- To view a list of all contacts in the database, click on the "List All" link.
- Once SPM brings you to the Contact Information detail page, you can edit the
information on the page.
- Click on the "Update" button to commit any changes to the database, or click on
"Reset" to cancel any changes and revert to the last saved version of the information,
or click on "Delete" to remove this contact from the database.
Adding Projects
- Click on "Projects" button in the left side frame. The main frame to the right
enters the Projects mode.
- Select "Add Project" in the main frame to the right. You will be presented with
the New Project Information entry page.
- Enter project details in the New Project Information entry page.
- Enter a Project Name or Names.
- Select the Company Name associated with this project from the pull down list.
- If the company associated with this project is a new company not already added
to the database, you will need to go to Companies mode first to add it.
- Enter technical details or descriptions of the project.
- Click on the "Submit" button to commit the information to the database.
- SPM then takes you to the full Project Information page where you can enter
Project Team information.
- In the Project Team List section, SPM presents a list of contacts at the chosen
company to pick from and associate with this project. To add contacts to the Project
Team list, select a contact name from the right list box and click on the "<" button
to add the contact to the Project Team List.
- If a contact was added by mistake, or you simply want to remove a contact name
from the Project Team List, simply select the contact name from the left list box and
click on the ">" button.
- SPM designates all contacts added to the Project Team List as regular "Team Members"
by default. If you wish to change specific member's roles in the project (e.g. to
Engineering Manager), select the contact name in the left list box, enter a new
role/title in the text entry box, and click on the "Change Role to" button.
Viewing/Editing Project Information
- Click on "Projects" button in the left side frame. The main frame to the right
enters the Projects mode.
- To locate a project, simply click on the appropriate Project Name link. SPM will
take you to the Project Information detail page for that project.
- Once SPM brings you to the Project Information detail page, you can edit the
information on the page.
- Click on the "Update" button to commit any changes to the database, or click on
"Reset" to cancel any changes and revert to the last saved version of the information,
or click on "Delete" to remove this project from the database.
- To view or edit Project Information for another project, simply select a project
name from the pull-down Project List at the top of the page and click on the "Go"
button.
Adding Project Action Items
- Click on "Projects" button in the left side frame. The main frame to the right
enters the Projects mode.
- To locate a project, simply click on the appropriate Project Name link. SPM will
take you to the Project Information detail page for that project.
- Click on the "View Action Items" button. SPM will take you to the Open Action Items
for that project.
- Click on the "Add Action Item" button. SPM takes you to a New Action Item
entry page.
- Enter Action Item information such as detail action description, requester,
owner, open date, and due date.
- Click on the "Submit" button to commit any changes to the database.
Viewing/Editing/Closing Project Action Items
- Click on "Projects" button in the left side frame. The main frame to the right
enters the Projects mode.
- To locate a project, simply click on the appropriate Project Name link. SPM will
take you to the Project Information detail page for that project.
- Click on the "View Action Items" button. SPM will take you to the Open Action Items
for that project.
- To view all action items (opened or closed), click on the "View All Action Items"
button.
- To make changes to a specific action item, click on the "Edit" button for the specific
action item. SPM takes you to the Action Item Details page for editing.
- Click on the "Update" button to commit any changes to the database, or click on
"Reset" to cancel any changes and revert to the last saved version of the information,
or click on "Delete" to remove this Action Item from the database.
- To close a specific action item when it is completed, simply click on the "Close"
button for the action item at the Action Items listing page and SPM will put the current
day's date as the close date for that action item.
Adding Communication Log Items
- Click on "Contacts" button in the left side frame. The main frame to the right
enters the Contacts mode.
- Go to the appropriate Contact Information page.
- Click on the "Communication Log" button. SPM will take you to the Communications
Log for that contact.
- Click on the "Add Item" button. SPM takes you to a New Communication Log Item
entry page.
- Enter Communication Log Item information such as communication date and time,
communication topic, and communication details.
- Click on the "Submit" button to commit any changes to the database.
Viewing/Editing Communication Log Items
- Click on "Contacts" button in the left side frame. The main frame to the right
enters the Contacts mode.
- Go to the appropriate Contact Information page.
- Click on the "Communication Log" button. SPM will take you to the Communications
Log for that contact.
- Click on the "Edit" button for the Communication Log Item that you wish to edit.
SPM takes you to the corresponding Communication Log Item Details page.
- Edit Communication Log Item information such as communication date and time,
communication topic, and communication details.
- Click on the "Update" button to commit any changes to the database, or click on
"Reset" to cancel any changes and revert to the last saved version of the information,
or click on "Delete" to remove this Communication Entry from the database.
Viewing Reports
- Click on "Reports" button in the left side frame. The main frame to the right
enters the Reports mode and lists available reports.
- Pick from the following options:
- Action Items Report: Displays open action items, sorted by due date, for the selected
project.
- Communications Log Report: Displays communications, sorted by communication date/time,
for a selected contact and date range.
Troubleshooting and Known Problems
Please note that this is version of the WorldPort Sales Project Manager is for demo
purposes only to give users an idea of the capabilities of WorldPort SPM and the
Netscape LiveWire Pro development environment. This version is not intended to be
as full-featured or complete as WorldPort's commercial offerings.
Known deficiencies/bugs:
- No field format validation. Bad format entries are ignored. Missing
data is treated as NULL. Duplicate entries are permitted.
- True security system not implemented. No user-specific access levels.
- Company and Contact Name searches are case sensitive.
How This Application Works
This application was developed using Netscape's LiveWire Pro development environment and
runs on an Informix OnLine Workgroup Database back-end on a Windows NT Server. The
platform used for development was also MS Windows NT.
License Agreements
DISCLAIMER OF WARRANTY.
Free of charge Software is provided on an "AS IS" basis, without
warranty of any kind, including without limitation the warranties of
merchantability, fitness for a particular purpose and
non-infringement. The entire risk as to the quality and performance of
the Software is borne by you. Should the Software prove defective,
you and not WorldPort assume the entire cost of any service and
repair. In addition, the security mechanisms implemented by WorldPort
software have inherent limitations, and you must determine that the
Software sufficiently meets your requirements. This disclaimer of
warranty constitutes an essential part of the agreement.
Use of LiveWire/LiveWire Pro is bound by the terms and conditions set forth in the
NETSCAPE SERVER AND TOOLS END USER LICENSE AGREEMENT. Use of Netscape Navigator is
bound by the terms and conditions set forth in the NETSCAPE END USER LICENSE AGREEMENT.
© 1996 A WorldPort Internet, Inc.
Production, All Rights Reserved