Online CRM - Tracker TRM™ Total Relationship Management
The Most Complete Customer Relationship Management Software for Any Size Business
The Most Complete Customer Relationship Management Software for Any Size Business
TRM's integrated MailBlaster™ technology let's you quickly define and execute sophisticated marketing campaigns that combine web, email, fax, call-downs and mail communications. TRM™ makes it easy to create campaigns that target your best prospects, customers, investors and any other criteria-based audience to help you communicate information and market your products and services. You can easily meet regulatory requirements or drive revenue growth through proactive
communication. Author your marketing template in TRM™ and MailBlaster™ will automatically customize your message for each recipient, then deliver the message i.e. via email or fax and tag delivery status for each recipients. Check your Contact's Activity record in TRM™ to see all marketing send including delivery status. Now you can begin your call with your prospect by saying.
TRM™ puts strong emphasis on keeping your data clean. This maintains data integrity and usefulness in TRM™ and other systems and provides a single globally unique id for your Companies, Contacts and Activities. TRM™ actively guides users to avoid duplicates and helps them to easily merge duplicates. For example TRM™ prompts the user when they enter a possible duplicate
Company record and allows them to choose from a list of Companies with similar names. If a user spots a duplicate record, Merge Duplicates function is one click away. When records are being imported or synced , TRM™ merges the source data instead of creating duplicates; for example, TRM™ will create a new Role for an existing Company record instead of a duplicate record.
TRM™ has its own built-in time machine and a full audit trail. Every change to data is recorded and a user can go back in time and experience the data the way it was at Any Point In Time. Checking back in time does not affect other users who are working with TRM™. This amazing capability is available system wide, at the record level and even down the field level. Permitted users can even revert - at a record and field levels - to the data the way it was at any given point in time.
In real life scenarios, a Company or a Contact can have more than one Role with your organization. For example, a company can be a Customer of one of your products and a Prospect for another product. With Tracker TRM™, each Company and Contact can have several Roles. Users are not forced to created duplicate records for company and contact records that have more than one Roles. This helps maintain data integrity and a single globally unique id.
TRM™ displays Companies and Contacts based on the user's permissions to specific Roles. Users can work with the Roles that they have permissions for or narrow down to work with a specific Role. In the above scenario, you can specify that Sales users only work with the Prospect Role and Support users can only work with the Customer Role while Managers can work with both.
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