The Account & Contact Management function establishes a solid Customer Relationship Management (CRM) service that allows you to manage your day-to-day contacts and activities through a range of features such as Task, Appointment, Letter, Telephone, Email, TextSMS, Fax, Teleconference and Event tracking.
Relationships between your accounts, contacts, candidates and the opportunities that bring them together are simple to manage, view and analyse, and comprehensive template and campaign tools for mail merge on email, letter or TextSMS ensures a standardised format on all communication.
Manage Parent Accounts and Sub Accounts easily by creating relationships between multiple Accounts. Analysis can be either at the Parent Account or Sub Account level allowing for both granular and holistic reporting.
Being able to segment your Accounts into logical groups allows for much more efficient selection and targeting, be it to determine who is a Prospect, Lead or Client to the industries they work in.
In the same way as you would want to segment your Accounts, so can you segment your Contacts within those Accounts. And with multiple and customisable selections available, you can organise your Contact Management far more efficiently.
Ensure address information is keyed only once by managing multiple addresses within Account records. Addresses can be automatically assigned to Contacts with instant quick links to Google Maps to help you find customers and get directions.
Keep on top of your current contracts including special terms cancellation dates and renewals via the Contract Details.
If you want to standardise the content and presentation of the communication to you clients, then you can use templates which auto-populate with Account, Contact and Resource details and can be in letter, email or text/SMS format.
Through the revenue profiling facility set against the Products and Services you sell, TrackerRMS can automatically profile revenue over the terms of the contract giving key intelligence on the contribution in the current month, quarter or financial year instantly.
If you’re out of the office or away from your normal email software, you can use the in-built email function within TrackerRMS to send important messages or documents to your clients. The email will appear exactly as if it were sent from your own email package.
You can send a receive 2-way text messages to your contact’s mobile phone and have a dedicated text number which gives you one of the fastest ways to get in touch with your contacts.
