Contact Manager

What is Contact Manager?

Contents

• Introduction
• Contact Manager Components
• Organization Benefits
• Related Links

Introduction

Managing contacts, customers and opportunities efficiently is critical to your organization. Our Web Contact Manager provides a web-based interface for managing and tracking contact-related information, thereby allowing your staff to make better decisions at the right time. OfficeClip Business Contact Manager extends the concept of an address book by incorporating tracking and management features. Using the OfficeClip Small Business CRM Solution which includes Web Based Contact Manager, Timsheet, Issue Tracker, in your organization will help your staff to:

• Maximize productivity - All related information is displayed in a single place.
• Control Costs - Maintain information in one place, instead of many disconnected systems.
• Share Useful Data - Selective users can have access to that information belonging, for example, to an absent employee and can be Retrieved.
• Set Security - Administrators set the levels which accurately control who has privileges to see what and act on which information.
• Manage Campaigns - Create and manage campaigns associated with the contacts.
• Centralize Information - Notes, tasks, appointments and other information are stored directly with each contact.

OfficeClip Web based CRM Solutions improves your organization's efficiency in three key areas: it makes your contact-related information more available, more Secure and more Comprehensive. The flexible licensing mechanism also allows you to choose from a list of offerings for the configuration that best suits the needs of your organization and staff.

Contact Manager Components

Figure: Contact Manager - Block Diagram

Web Contact Manager includes tracking of the following entities:

• Contacts - Can be used to track leads and organization contacts.
• Accounts - Can be used to track customer information.
• Opportunities - Can be used to track Account Opportunities.
• Campaigns - Manages email campaigns.
• Activities - Allows linking documents to Contacts, Accounts and Opportunities.
• Issues - Track issues related to the contacts.

Organization Benefits

OfficeClip CRM Solution provides the following benefits to organizations of any size:

• Security - Contacts can be configured to be Secure and yet still be easily accessible. For example, if an organization has different hierarchical levels and it wants to provide controlled access to its staff, the administrator can create roles and assign permissions to each role.
• Increased Productivity - Keeping all contacts related information in one place eliminates the need for maintaining multiple copies in different places. This availability of information and its associated time savings translates directly into increased productivity.
• Reduced Cost of Ownership - Ease of deployment and low cost of use make the OfficeClip Web Contact Manager the ideal tool for both Small- and Medium-sized organizations.

Related Links

Web Based Contact Manager Features

Technical Overview of Contact Manager

Contact Manager Frequently Asked Questions