Elite Office is a single integrated system for Consultants, Managers and Directors. You have everything you need
from day-one to run to a successful small business. There are no additional modules to buy as your business grows.
Use our follow-up, calendar, checklist and training log features
to keep your unit “On Target”. Additional tools are included to streamline contact management (map creation,
e-mailing, Post Cards, Letters, Labels, phone auto-dialing). Create your newsletter within Elite Office or export
the information to your existing newsletter program.
Manage your Consultants and Managers
- A data entry screen is available for new recruits or other individuals you would like to add to the master screen.
- Classify your consultants any way you desire for separate mailings.
- Consultants are automatically color-coded based on their activity level.
- Unlimited notes can be maintained for each consultant.
- Include a picture of your consultant in their profile record.
- Create or view follow-up reminders that include contact history with just a click of a button. This feature is discussed in more detail below.
- Generate an e-mail for a specific individual or a group of consultants with a single-click. There is no need to maintain separate e-mail, mailing lists.
- Create and print a consultant checklist. You have the flexibility to create a master checklist with the option to be reminded automatically of your daily follow-ups. The checklist will then be displayed for each consultant, allowing you to check off tasks as they are completed.
- Create maps with written directions to the consultant’s house with a single-click. The written directions can be copied from MapQuest into the consultant’s profile. The total miles will auto-fill into your Mileage Log. The built-in map feature is an exclusive Elite Office feature.
- Our phone auto-dialing feature makes efficient use of your phone time.
- Easily view the consultant’s sales and production history for any date range.
Log Consultant Training
- Log consultant training records and related dates.
- The system contains the standard training categories, including initial order placement and profit level.
- Blank or customizable categories are available.
- Unlimited comment area is available for other training details.
Track Team/Unit Production
- On target? Monitor your team or unit production levels.
- Consultants are automatically color-coded based on activity level.
- Access an individual consultant's or entire team/unit's totals.
- Production levels are automatically included in the Manager newsletter results.
- View or print monthly and annual comparisons to your unit goals.
Monitor Consultant Sales and Production
- Our Consultant Statistics feature allows you to build custom queries for consultant sales and production.
- View results by an individual or group of unit members.
- Single-click to view the detail weekly report that resulted from the displayed summary.
- You determine the selection criteria using a wide range of options and categories (for example, locate all consultants that sold between $800 and $1,000 and interviewed at least 5 people for the week).
- Print the selection results and take them with you.
Set Follow-Up Reminders/To-Do Lists/Calendar Appointments
- Elite Office automatically displays a “Today’s Schedule” each day that includes your follow-up reminders that are due, To-Do List and scheduled Appointments. The daily schedule includes customers, contacts, consultants, personal and business appointments.
- Single-click to display the individual’s profile card including their contact history.
- Automatic birthday and anniversary reminders.
- The customized checklist generates daily reminders.
- Set multiple follow-ups for each individual.
- Create automatic reminders for consultants for 2+2+2 (2 Day, 2 Week, 2 Month).
- Segregate by action type (i.e. phone, post cards, in person, etc). You can customize the list and add an unlimited number of action types.
- A phone auto-dialing feature assists you in contacting the scheduled individuals.
- Create an e-mail for a specific individual or a group of individuals with a single-click while in the follow-up screen.
- Easily “reschedule” the action items that you didn’t complete for a future date.
- Repeat a follow-up item or appointment for any duration.
- Set defaults for "days to follow-up" and "best time to call" for the consultants.
- Create group follow-up items for selected consultants.
- Print a follow-up calling log for phone calls or a complete history of follow-ups.
- Calendar/Appointment scheduler keeps you on top of your daily activities.
- A To-Do List is available for your Personal and Business activities.
Generate Newsletters
- Customize newsletter criteria and report titles to your liking.
- View or Print the generated sales and production results in number of report and newsletter formats.
- Export the newsletter data to your word processor, database, spreadsheet, desktop publishing software or even to any newsletter service.
- A 216 image clipart library is included. Images have been specifically selected by our consultants to energize you newsletter.
Track Event Attendance and Payments
- Elite Office provides an Event Tracking screen to track attendance and payments for events that you are coordinating. This is an exclusive Elite Office feature.
- This screen allows for an unlimited number of events to be tracked at once (weekly sales meetings, Director visitation, annual retreat, etc).
- You can view or print the attendance of who has registered, the amounts due for each individual as well as the total money collected for each event.
Print Consultant Reports, Post Cards, Letters, Labels and Envelopes
- Thousands of predefined reports have been designed for you throughout the program, including numerous formats for consultant master phone lists and sales reports.
- You also have the flexibility to design custom reports on your own.
- Our Post Card and Letter functions are full-featured word processing applications that allow you to include borders, clipart and back grounds – 216 clipart images are included for free with your program.
- Change font style, font color and text alignment.
- Create and save an unlimited number of Letters and Post Cards.
- Both sides of the Post Card will be printed and will automatically include your return address and the customer address for each person. You simply add a stamp and mail. Yes, it’s that easy!
- Multiple Label and Envelope formats can be printed as well.
- Our word processor feature is discussed in more detail within the Reporting menu option.
