Customer Relationship Management (CRM)
The contacts and relationships with those contacts are
the lifeblood of a company. It is important to
maintain those contacts, and perhaps even more important to
have a shared, cohesive view of those contacts among your
colleagues. A shared list of contacts will ensure
accurate mailing lists, up-to-date records of contact
activities, and enhance the general accuracy of contact
information.
Customer Relationship Management is about more than just
contact information, it is about the entire interaction
process with contacts and all of those related
"touch-points". Important aspects of this include:
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Calendar
Individual users can maintain personal calendars, invite other users to
appointments, and track customer interactions. Share the details of a
customer meeting or demo with other users through Activities.
Coordinate team events through invitations.
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Companies
Unlike with personal contact managers, businesses need to track company
information separately from that of individuals, whether they work for those
companies or not. Share a list of companies between all users. Always up-to-date
information, including addresses and phone numbers, Contacts at those
companies, Categories, Files, and Activities.
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Contacts
Track details of individuals just like you do for the companies
that those individuals work for. Additionally, track relationships
between individuals for more meaningful customer interactions. Each
individuals' contact information can be the same or different from their
associated company, or need not be associated to a company at all.
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Journals
Similar (and greater than) simple notes, journals provide for a time
aspect and other details like categorization and linked contacts. In-
or out-of-office users can make journal entries for customer phone
conversations, sales calls, demos, etc. to better keep other users informed
of contact interactions.
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Tasks
Create task items for yourself or assign tasks to another user.
Record the progress and review the progress of others. Link tasks to
contacts to enhance the view of related activities.
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E-mail
E-mail is an integral part of everyone's daily interactions internally
and externally, as such e-mail is also an integrated feature of MRSware.
Besides the normal features found in every e-mail client, make use of
advanced tracking of contact activity, share mailboxes easily and
effectively, and have all your information in one application.
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FileShare
The FileShare in MRSware is a convenient location to place files for
other users to access, for backup of important files, and to collaborate on
documents. The interface allows for full collaboration including
check-in and check-out for multiple editors or a document and revision
control. Try sharing a document that changes every month rather than
e-mailing a copy to everyone every time it changes.
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