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FutureScape is a custom-made contact managment system tailored especially for Primerica Financial Services representatives, that allows agents to manage their daily business of talking to people. Use FutureScape Contacts to track your initial contacts for your Primerica business. List full names, address, phone numbers, email addresses and take customized notes for every contact, then when its time to call that person back, run a report and find only those names you need to call for that specific time period. Click on the contact to record the results of that call, including invites to the business briefing, kitchen table appointments, or further follow-up. Version 2.0 has an improved menu system with multiple options for searching, reporting and followups. It is now easier to track contacts, calls to those contacts and the results of those calls. New reports have been added to increase communication to your upline and office manager. Activity can be emailed to anyone or exported to other FutureScape Contacts users. Use the RVP Elite function to highlight contacts you feel are of particular importance. The RVP elite checkbox can be found at the top right of the contact’s information page. Click this box and that contact will automatically show up in the RVP Elite report. A Quick Add function has been added to quickly input new contacts and then move efficiently to the call record. Multiple calls to the same contact are tracked easily below the Quick View for each contact. |
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Details are saved for each call and can be viewed at any time. This allows you to easily remember your contact trail with each person. Mark a contact for future follow up, enter dates for Kitchen Table Appointments, Interviews or Invites to your Open House. If a person is not interested, simply mark it so and that contact will be filtered from future followup reports. FutureScape Contacts integrates seamlessly with the FutureScape Base Shop Manager suite of applications to allow importing and exporting of an entire base shop’s contacts. The contacts can then be transitioned to clients or representatives, or both. FutureScape Base Shop Manager can be used to view the relative condition of your base shop, showing number, depth and width of legs, tallying licensed reps, tracking promotions, and client activities. You can also track interviews or invites to your Open House and follow up with No-Shows, effectively illiminating the need to shuffle through old schedules or notes. The most anticipated new feature in version 2.0 is the activity report. You can set daily goals and see how far away you are from achieving them. At the end of the day, finalize your activity with a Daily Report that can be sent to your upline and office manager for accountability or appointment tracking or confirmations. The Daily Report will inform your upline of your daily activity, including what percent of your goal were accomplished that day, as well as all invites, interviews or Kitchen Table appointments scheduled that day. |
System Requirements:
Windows
- Intel or AMD processor
- Microsoft Windows XP Professional or Home Edition (Service Pack 1 or 2), Windows 2000 (Service Pack 2), Windows XP Tablet PC Edition, Windows Server 2003, or Windows NT (Service Pack 6 or 6a)
- 128MB of RAM (256MB recommended)
- Up to 90MB of available hard-disk space
- Microsoft Internet Explorer 5.5 (or higher), Netscape 7.1 (or 8.0), Firefox 1.0, or Mozilla 1.7
Click here for pricing and purchase information.