ContactTracker Overview

Top  Previous  Next

Process Overview: ContactTracker



Top Previous Next




ContactTracker allows for one central point of contact for customer and prospect information within your company.

Phone calls, emails, events, appointments, opportunities - any and all information pertaining to your clients in the one application.

It serves as an important resource for the management, marketing accounts, administration, customer service or anyone dealing with your company's customers.

It is possible to quickly generate marketing campaigns and report on the return on investment.

Run reports across all users and/or customers in your database for a head office view of your customer relationships.

Manage customer service by recording phone conversations, activities, and to track customer email correspondence.

Assist accounts by allowing select information available via ContactTracker to users with no access to accounting or ERP systems.



Please review information on Handling Secondary Windows





Click on a Overview icon  (eg. flow_processing activities (brown)_sml) to open the Overviews and Coaching .


flow_processing activities (brown)
flow_reporting activities (brown)




Advanced User Information



Effortlessly track Correspondence from Prospects and Customers, including Sales Opportunities, Documents, Notes, Emails, Follow up Activities and more, for any contact or company.

Advanced integration with Microsoft Outlook - Includes seamless linking with Outlook calendaring. email and contacts. Allocate or invite associates to appointments or events within ContactTracker. and have the activity recorded in your Microsoft Outlook or MS Exchange calendars.

Hierarchical security allows you to set view privileges for all users within your organization. i.e.- State Manager can view all records, Branch Manager views only specific Branch customers while Sales Reps have access to only their own customers.

LiveLink- Interface - Dynamically links ContactTracker to other applications such as ICE Business System, allowing you to bring select sales and transaction information into ContactTracker for a fully holistic CRM solution.

Marketing and Event campaign management - track communications sent to your customers, report against opportunities created or won by marketing campaign for the most effective ROI.

Database Replication - The most sophisticated database replication of any CRM in its class. Allows remote users to synchronize their database with one

or more central databases either by directly connecting, or by connecting via the Internet.

Scalable, Flexible Solutions - ContactTracker is scalable from Microsoft Jet database to enterprise platforms such as Microsoft SQL Server or Oracle databases.

Fully Customizable - change fieldnames, drop down lists. Tab headings and more. Make ContactTracker your own personalized database tool.

Lotus Notes synchronization - convert Lotus Notes data and integrate with the Notes email program and calendaring for seamless uptake into your company's current work environment.

Send single or bulk SMS via ContactTracker to remind customers about appointment times. upcoming events, new offerings from your company, and more.

Interface with any hand held (PDA) device for the ultimate in mobility. Add a wireless network card to your device for a fully integrated wireless solution for your company's workforce.

Generate and manage your company's marketing communications - send Bulk, personalized email or HTML email to everyone in your database. Use ContactTracker filters to send communications to a select group of customers and/or prospects in your database.



Page Filename : ct_overview.htm