Contact Relationship Management

Communication features that automatically become part of the Contact Point:

Received emails are automatically distributed as a note when a user has seen and stored it. You will have a direct link to the email as well.
Sent emails automatically become a note with a direct link to the actual email. Fax covers are quickly generated using standardized texts and are automatically stored as a PDF file under the note. Just print and fax. Cover letters are quickly generated using standardized texts and are automatically stored as a PDF file under the note. Just print and mail it. Phone conversations are added as a note by the user (not automatically). This does require discipline but the rule should be: When you talk with a contact you must enter a note.

The key to a good and valuable CRM system is disciplined and engaged users. This means that all users are engaged in updating the notes on the customers. The basic way to see, update and retrieve information about a customer is centered around the Contact Point.

General information found in the contact point

• All Contact Information (address, phone, etc)
• Notes from all communication with the customer/contact.
• Orders (open and closed), one click to details.
• Sales Opportunities (new and old), one click to details.
• Purchase Orders (open and closed), one click to details.
• Financial Information.
• Preferred Products (purchase or sales).

Functions available in the contact point

• Add new notes.
• Send emails in one step.
• Generate a cover letter. (use standard texts)
• Generate a fax cover. (use standard texts)
• Enter tasks to your calendar (calls, actions, meetings)
• Sales Prospecting.
• Order Entry.