NewWindow();

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:

  1. 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:
  2. 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.
  3. Allow for easy-to-use forms-based data entry and retrieval.
  4. 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:

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:

  1. Enter basic company information for customers or potential customers
  2. Enter customer or other contact information, usually noting affiliation to companies entered previously
  3. Enter sales/customer project information, usually noting company and contacts information entered previously.

With the basic foundation information in place, users can:

  1. Track communications (i.e. phone calls, meeting discussions, etc.) with contacts through the Contacts pages
  2. Track action items and other project information through the Projects pages
  3. View useful reports that organize information about communications, project action items, and so on through the Reports pages

Adding Companies

  1. Click on "Companies" button in the left side frame. The main frame to the right enters the company mode.
  2. Select "Add Company" in the main frame to the right. You will be presented with the New Company Information entry page.
  3. Enter company details in the Company Information entry page.
  4. Click on the "Submit" button to commit the information to the database.

Viewing/Editing Company Information

  1. Click on "Companies" button in the left side frame. The main frame to the right enters the Company mode.
  2. 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.
  3. To search for companies by first letter, click on the appropriate search letter link.
  4. To view a list of all companies in the database, click on the "List All" link.
  5. Once SPM brings you to the Company Information detail page, you can edit the information on the page.
  6. 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

  1. Click on "Contacts" button in the left side frame. The main frame to the right enters the Contacts mode.
  2. Select "Add Contact" in the main frame to the right. You will be presented with the New Contact Information entry page.
  3. Enter contact details in the New Contact Information entry page.
  4. Click on the "Submit" button to commit the information to the database.

Viewing/Editing Contact Information

  1. Click on "Contacts" button in the left side frame. The main frame to the right enters the Contacts mode.
  2. 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.
  3. To search for contacts by first letter of their last name, click on the appropriate search letter link.
  4. To view a list of all contacts in the database, click on the "List All" link.
  5. Once SPM brings you to the Contact Information detail page, you can edit the information on the page.
  6. 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

  1. Click on "Projects" button in the left side frame. The main frame to the right enters the Projects mode.
  2. Select "Add Project" in the main frame to the right. You will be presented with the New Project Information entry page.
  3. Enter project details in the New Project Information entry page.
  4. Enter a Project Name or Names.
  5. Select the Company Name associated with this project from the pull down list.
  6. 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.
  7. Enter technical details or descriptions of the project.
  8. Click on the "Submit" button to commit the information to the database.
  9. SPM then takes you to the full Project Information page where you can enter Project Team information.
  10. 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.
  11. 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.
  12. 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

  1. Click on "Projects" button in the left side frame. The main frame to the right enters the Projects mode.
  2. 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.
  3. Once SPM brings you to the Project Information detail page, you can edit the information on the page.
  4. 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.
  5. 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

  1. Click on "Projects" button in the left side frame. The main frame to the right enters the Projects mode.
  2. 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.
  3. Click on the "View Action Items" button. SPM will take you to the Open Action Items for that project.
  4. Click on the "Add Action Item" button. SPM takes you to a New Action Item entry page.
  5. Enter Action Item information such as detail action description, requester, owner, open date, and due date.
  6. Click on the "Submit" button to commit any changes to the database.

Viewing/Editing/Closing Project Action Items

  1. Click on "Projects" button in the left side frame. The main frame to the right enters the Projects mode.
  2. 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.
  3. Click on the "View Action Items" button. SPM will take you to the Open Action Items for that project.
  4. To view all action items (opened or closed), click on the "View All Action Items" button.
  5. 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.
  6. 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.
  7. 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

  1. Click on "Contacts" button in the left side frame. The main frame to the right enters the Contacts mode.
  2. Go to the appropriate Contact Information page.
  3. Click on the "Communication Log" button. SPM will take you to the Communications Log for that contact.
  4. Click on the "Add Item" button. SPM takes you to a New Communication Log Item entry page.
  5. Enter Communication Log Item information such as communication date and time, communication topic, and communication details.
  6. Click on the "Submit" button to commit any changes to the database.

Viewing/Editing Communication Log Items

  1. Click on "Contacts" button in the left side frame. The main frame to the right enters the Contacts mode.
  2. Go to the appropriate Contact Information page.
  3. Click on the "Communication Log" button. SPM will take you to the Communications Log for that contact.
  4. 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.
  5. Edit Communication Log Item information such as communication date and time, communication topic, and communication details.
  6. 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

  1. Click on "Reports" button in the left side frame. The main frame to the right enters the Reports mode and lists available reports.
  2. Pick from the following options:

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:

  1. No field format validation. Bad format entries are ignored. Missing data is treated as NULL. Duplicate entries are permitted.
  2. True security system not implemented. No user-specific access levels.
  3. 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