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Customer
Relationship Management
Functional
Summary
Every office information system begins with the core data management of
customers, vendors, employees, phone numbers, addresses and notes. We've
extended this core scope to include the management of assets and events
too. But contact management also means tracking prospects. With Waypoint
you can define a filtered subset of contacts. Then you can execute batch
updates by changing reps, next contact dates, tags, and status and adding
notes. These sorts of traditional contact management functionalities save
time.
What is more, many other Waypoint components further support contact
management. Our Campaigning, Dynamic Documents, Email Engine and Document
Management support all add further functional depth.
Case Studies
We at Fast Answers use Waypoint's Contact Management functionality to define
and track our colleages, competitors, subcontractors, channel affiliates,
interns, etc. When we host an event, we define a set of invitees and then
track who has RSVP'd and who in fact attended. We log comments, including
whether a note entry is a suggestion, a referral, a complaint or in some
other way needs a followup. The system then tracks which of these notes
have been processed by followup. This crucial functionality is the bread
and butter of our office operations.
Advanced Functionalities
We've added a number of more subtle system behaviors that save time and
make the lives of users easier.
* Assign each Contact to as many groups as desired and use groups to
filter processes.
* Pull up a list of all notes that are complaints. That are referrals.
That need followup.
* Search on any field in your contact screen. Your Asset screen. Your
Event Screen.
* Allow wide access to customer data but restrict access to employee data.
* Generate bar codes for your physical assets.
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