The Ultimate App for Direct Sales and Home-Based Businesses

Are you a direct sales rep that’s making money by selling products from companies such as The Pampered Chef, Avon, SilpadaArbonne or other direct sales companies and you have a lot of information to track on a daily basis? Mompreneurs and entrepreneurs who run direct sales from their homes can find it challenging to keep up with the details. Are you one of these entrepreneurs who has mounds of papers, file folders, and sticky notes, and feels like a disorganized mess when it comes to managing the details of your business?

Great news. Today is the day you can start getting organized. Simply download the LightArrow Organizer app for free and you’ll be on your way to handling all the messy details. If you’re not in direct sales, but you know someone who is, please share this post with them by clicking: Tweet: Are you looking for a better way to manage your direct sales business? Learn how: http://ctt.ec/KxX2d+

I’m sure they’ll thank you later!

How Does LightArrow Organizer Help Direct Sales Reps?

LightArrow Organizer helps you get a grasp on:

  • Client and prospect details
  • Unified Calendars and Event Details
  • Expenses
  • To-do lists and checklists
  • Projects and tasks
  • Direct-sales related files
  • Social media and email activities
  • And more.

Below, I’ll explain how LightArrow Organizer, which is available for iPhone, iPad and Mac manages these types of activities. The screenshots in this post are from the Mac version of the app, but keep in mind that the same features are available on your mobile devices.

Client and Prospect Details for Direct Sales

Tracking progress with customers and prospects is imperative for someone who is in direct sales. There are many aspects of client relations that are important to track, such as the items listed below.

  • Contact Groups
  • Customer Profiles
  • Progress with customers and prospects
  • Past communications, including call logs and follow-up reminders
  • Client notes

Contact Groups for Direct Sales

When you’re in direct sales, dividing your contacts among groups helps you better plan follow-ups and other communications. For example, many of you organize your contacts among leads, hostess contacts, customers, VIP customers and team members. With LightArrow Organizer, you can organize contact groups with ease and easily communicate with these groups of people directly from the app.

Record Customer Profiles for Direct Sales

Collecting information about your clients is imperative for success. With LightArrow Organizer, you can manage a variety of information for your prospects and clients. The app includes standard fields with information such as phone numbers, emails, user-defined groups, locations, personal dates and social media handles, as shown in the following section.

Track Progress with Customer and Prospect Management for Direct Sales

What’s really special and unique about LightArrow Organizer is you can set up your own fields to hold information that’s important to you and your business, and track the progress you’re making in your direct sales. Below, the image shows an example of a user who has set up fields for order history, client references, and delivery of samples to clients. Imagine the endless possibilities of the information you can track for your direct sales business.

CustomerProfile

Call Logs and Follow-Ups for Direct Sales

Planning follow-ups of leads, customers, team members and other contacts is essential for winning at your direct sales business. LightArrow Organizer allows you to plan timely follow-ups by tracking communications through contact logs as shown below.

ContactLog

Thus, LightArrow Organizer gives you the ability to view all your contact groups in a spreadsheet-like view with filters showing you who you need to contact based on many factors, such as the last contact date or last order date. An example is shown below.

ContactFilters

Client Notes for Direct Sales

Direct sales reps who take the time to talk to their clients and record detailed notes about their clients’ wants and needs are winning sales reps. And personalizing your clients’ experiences makes you a successful sales rep. Keeping notes about your contacts helps you easily remember important information about each of your clients and prospects. It also helps you to build effective follow-ups and participate in engaging conversations. LightArrow Organizer gives you the ability to take notes (text, audio, video, photo and hand-written) and associate these notes directly with your contacts, as shown below.

CustomerNotes

Unified Calendars and Event Details for Direct Sales

For those who plan parties and client meetings to demonstrate and sell products, keeping the details straight can be daunting. LightArrow Organizer enables you to manage all the information related to events you’re attending and hosting; appointments (items that occur as designated times); reminders; occasion reminders; iOS/Mac calendar items; and iOS/Mac reminders. For example, if you’re planning a meeting or party, you can create an event, choose the invitees for the event, and email the invitees (directly from the app). And keep in mind that LightArrow Organizer unifies your calendars (such as from your iPhone and Google) and gives you eight supercharged calendar views.

When you organize an event such as a skin care or candle party in your LightArrow app, you can associate items such as bookmarks to your product website; tasks for things to do related to the party; locations related to your appointments; service providers, such as caterers; and travel related items. The following diagram gives you an idea of the many items that you a tie to the events you’re hosting.

Event-Conceptual

In addition, when party planning, you can mark the invitees who plan to attend and the invitees who have declined the invitation. For example, if you’ve mailed invitations and you need a way to keep track of the invitees who plan to attend, your app can provide you with this ability.

Expenses for Direct Sales

When you’re in direct sales, your ability to manage your money is paramount to your sales success. Tracking mileage, marketing expenses, party expenses and other sales expenses is important so that you can accurately measure your revenue. Below shows an example of expense management in LightArrow Organizer.

Expenses

To-do Lists and Checklists for Direct Sales

When you’re managing a business, keeping track of the smaller details is just as important as the big ones. To-do lists and checklists ensure that nothing falls through the cracks. Below is an example of how to manage these smaller details using LightArrow Organizer.

checklists

Projects and Tasks for Direct Sales

In direct sales, there are times that you’re required to manage bigger projects that must be broken down into tasks. LightArrow Organizer gives you the ability to create, organize, prioritize, track, and check off even your most complex projects and tasks in a streamlined, natural, and easy-to-understand way. You can create projects for any type of work you wish to complete. Below is an example of how to manage bigger projects using LightArrow Organizer.

ProjectsandTasks

Related Files for Direct Sales

As mentioned earlier, many direct sales reps are drowning in file folders and loose papers. That’s why we recommend that you use cloud services such as Dropbox to store electronic versions of papers you need to keep. We also believe that productivity tools should never sit on their own little islands. That’s why we make it easy to access your online documents, notes and tasks from Google Docs, Evernote®, Toodledo®, Dropbox™, Box™ and OneDrive™ (SkyDrive).

Social Media and Email Activities

LightArrow Organizer is the first and only app for Mac and iOS that combines information feeds from email, social media and the web and also lets you convert this information to activities, such as tasks — saving your precious time. This is all accomplished through LightArrow Organizer’s inboxes, which are shown below.

Your Turn

Do you have questions or comments? How do you manage your direct sales business? Please share your ideas.

Marilyn Rogers

Marilyn Rogers

Marketing Director

Marilyn is the Marketing Director at LightArrow, Inc., the makers of LightArrow Organizer, a complete productivity app and organizer available on the iPhone, iPad, and iPod touch. She is a regular contributor to the LightArrow Blog, which is a blog dedicated to sharing tips and tricks about LightArrow products, small business, personal productivity, time management, organization, and getting things done.

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