Market Mentor Industry-Specific Database Templates
- Office Systems Dealer: Manages Company data on Level 1, Contact data on Level 2 and Equipment on Level 3
Housing Code Enforcement: Tracks properties, inspections, court cases, etc.
Seminar Registration: Includes 3 levels: 1-Company, 2-Contact, 3-Conference. Tracks companies, contacts and individual conferences, meetings, seminars. Registered participants automatically receive confirmation notices via mail or fax including participant information, selected sessions, etc. Standard reports include mail labels, name tags, hotel rooming lists, selected sessions, attendance lists, as well as the ability to design and modify additional reports and forms.
Department of Human Resources: Applicant Assistance Tracking: For state agencies which offer financial and job-search assistance for applicants. This template tracks the applicant, previous assistance received, job referral and placement. Reports include employment profile report, AFDC reports, job readiness component participants report, referral source report, diversion savings, etc.
General Contractor: Manages Company data on Level 1, Contact data on Level 2 including contact history of activities, detailed time and date stamped notepad of every contact, conversation, etc. Level 3 manages project information including detailed data about each individual project, project checklists, accounting/billing checklist, etc. Faxing capabilities automates the bidding process while the powerful report generator produces detailed mgmt reports.
Consulting Engineering: Manages Company data on Level 1, Contact data on Level 2 and Proposals/Projects on Level 3
Human Resources: A basic two level database for HR folks to track personnel.
Order Entry: TeleMagic is not an accounting package ( we do link to a number of accounting packages), this database illustrates how to use Telemagic for basic sales order entry.
Market Mentor for TTI Distributors
Help Desk: A three level Help Desk database. Company, contact, and help desks incidents help you quickly set up your internal help desk and improve your customer service.
Grant Tracking & Management:
Time Log: Another example of a non-contact usage of TeleMagic. Emphasis is placed on time log information rather than contact centric information.
Sales & Marketing for Accountants: Vertical markets can gain the most from TeleMagic, as illustrated in the Sales and Marketing for Accountants Database. With a number of tax related fields of information, accountants can track when particular filings are due.
Automated Meeting & Seminar Management: Fully automated and customizable meeting management program. Combines the power of TeleMagic® for Windows 3-level relational database and TeleForm® for Windows Automated Data Collection program. Automatically mail or fax registration forms pre-filled with contact information contained within your TeleMagic database. Completed registration forms containing session selection, payment information, etc. are returned by the participants via mail or fax. Tele-Meeting™ automatically reads, interprets and accurately merges incoming data into the proper database levels within TeleMagic. Confirmation notices are sent via mail or fax including participant information, selected sessions, charges. etc. Standard reports include mail labels, name tags, hotel rooming lists, selected sessions, attendance lists, and much more, as well as the ability to design and modify additional reports and forms.
Distributor: A three level Distributor database. Levels include Company, Contact and Product levels.
Manufacturer’s Sales Rep: For sales forces that represent multiple manufacturers and their respective products. In addition to routine sales reports required by internal sales management, each manufacturer wants a monthly report on the contacts, activities and results of calls made on prospects for their products only. This template provides excellent contact and opportunity management for the sales representative, internal sales management reports containing the results of all contacts and specialized reports for each manufacturer on contact, activities and results of efforts on their behalf
Church Membership & Contact Management: Contains 3 related databases which track and manage information about Families, Members, Giving. Family level maintains general family information such as family name, address, telephone, member names and relationships. Member level contains individual member information including dates (membership, baptism, birthdays, anniversaries), education (classes attended, training), gifts, talents and skills and special ministry experience and preferences. The Giving level tracks all giving records, produces monthly, quarterly and yearly giving reports. Other capabilities include word processing, faxing, report writer, contact management for members & visitors as well as easy-to-use church growth strategies and programs