Abstract: Systems and methods to optimize sales performance operating in the manner a sales rep works: capturing prospect interactions real-time, providing a navigation tool and talking points to facilitate timely and relevant communications, and automatically updating Customer Relationship Management (CRM) and other systems—enabling users to effectively execute sales strategies. Prospect interactions are time-stamped and tracked to create a story-so-far record for each prospect. A customized, key-word searchable database of talking points provides intelligent, consistent knowledge to the user during prospect communications. Unlimited, unique moving navigators categorize talking points according to the organization's database of information and are customized to optimize data retrieval. Drag-and-drop emails are created by selecting pre-defined, best practice talking points or can be personalized in one-to-one campaigns, and include automated embedded tracking of prospect's email opens and clicks.