Security
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The Client Relationship Management (CRM) application provides the ability using various tools to track, manage and monitor detailed information of prospective new business and existing clients.
Company Profiles store identifying information regarding clients and projects to be used for analysis.
The Activity Summary provides an interactive tool for tracking current status and all activities.
Enter and track the values of prospects using the Opportunities tool which converted prospects to new business clients.
The Contract tool stores agreed upon rates, fees, reporting schedules and other details.
Scheduled Activities such as calls, to-dos and meetings can be added to the calendar by client or project to tract activities. Scheduled activities are accounted for in overall workload calculations. Time can be recorded with a single click.
Analyze results through a series of reports and dashboards designed to measure opportunities, investment and status.
The Documents feature provides a central location for the storage of any documents related to the client or new business prospect at many different levels including client, division, product, contract, report and value added. All uploaded documents may be flagged as private to maintain confidentiality where necessary.
Services (automated alerts):
Upcoming contract renewal alert
Upcoming required report alert
Completed required report alert
Quick access and update the main component of the CRM details from the CRM Central application located under 'Desktop'.
When user is setup as a 'Is CRM User' in security (Advantage | Security | User Setup - User Settings tab) the following rules apply to the specific user in both Client Maintenance and CRM Central.
Client list will initially default to New Business only, but may be filtered to display all clients.
Addition of new clients is restricted to New Business clients only.
The following are available for CRM Users within Client Maintenance :
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