|
Success Tracking
Client Information - Success Tracking captures information about your client (name, address, phone/fax and business); personal data (wedding anniversary, hobbies, and children's names, ages, etc.) and a history of purchases (by dollar totals, product line, and session) made by the client. These data are essential if you are to market to your client base successfully. Scheduling - Success Tracking's scheduler can schedule sessions and any other type of event for multiple photographers, assistants, salespeople, camera rooms, equipment, etc. It displays appointments with clients and prospects and shows their pertinent information. It even handles repeating events—such as weekly staff meetings—with ease. To Do List Manager - Assign tasks to staff members, group them into projects, set their priorities, and deadlines, track their current statuses and attach related clients, prospects, sessions, or orders for easy reference. Sales - When you record each client's financial transactions, the data is automatically complied into sessions reports, sales reports, and sales averages by product line and marketing category, as well as sales tax reports. These reports are available automatically on demand. The system also produces individualized invoices and allows you to track all orders as they flow through production. Expenses - Through Success Tracking's powerful bill paying capabilities, you'll record expenses in a fraction of the time it would take to do so by hand. The entered financial information is automatically compiled into cash, checking, credit card, and savings accounts as well as comprehensive expense reports. Success Tracking helps you categorize expenses using a smart “wizard” that asks you simple questions about a purchase to determine the proper photography industry-standard account under which it falls. Related expenses are grouped into “functions” so you can more easily monitor your financial performance—both in dollars and in percentage of total sales. Income & Expense Statement - This document is your primary management tool. It is compiled automatically and is available on demand: no fancy commands, no filters to run; just indicate what month you wish to view. In this report, you will view your actual financial performance—along side the financial projections made in the Success Planning application. Your session results reveal how well your marketing plan is working in creating clients; your sales results are an indicator of the effectiveness of your sales presentations; and the expense report (grouped by business function) shows how well you are controlling expenses. Finally, you see the “bottom line,” which is clearly expressed in terms that are most important to a business owner: “Owner's Compensation Plus Net Profit.” You will know where you stand on a day-to-day basis, not just when your income taxes are filed! Direct Mail Marketing - Allows you to send snail mail and E-mail to your clients and prospects with a few mouse clicks. Built-in word-processing allows you to compose and print personalized sales letters, consultation follow-ups, new product announcements, past-due notices and much more by accessing your client, prospect and relationship information. Plus, Success Tracking's E-mail capability allows you to send personalized marketing messages for free! It's as easy as clicking a button! |
 |
|
| Home
| Contact Us | About
Us | Products | Demo
| News |
| ©1997-2009
SuccessWare, Inc. All rights reserved. |
Success
Tracking is the workhorse of SuccessWare. It manages the day-to-day
operations of your business. You already know how much there is to do—scheduling
appointments, taking orders, tracking work in progress, photographing
portraits and wedding assignments, paying your bills, balancing your
checkbook, supervising staff, marketing to your prospects and client
base. The list just seems to go on and on. Success Tracking not only
makes all of these tasks easier, it also automatically gathers and presents
invaluable managerial information you need to make the most out of your
studio business. With Success Tracking, you'll always know exactly what's
going on with studio operations, workflow, and financial issues.
“SuccessWare places our financial goals right in front of us. We know how
many sessions we need to achieve those goals, and it shows us what
action is needed to meet them. I tell my photographer friends that
SuccessWare doesn't run our lives, it organizes our lives. And it
keeps us motivated. Because you can actually see when you are achieving
your financial goals as it happens, it creates energy and drive
to keep you moving forward. You know exactly what to do next. SuccessWare
is so much more than business software—it truly is an amazing
management tool!”