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Contact Management
 

Contact management is the core and most important part of Insider around which all other modules are developed. The system provides a complete customer view with all data about the active contact (from the initial contact to the aftersales service and support). Data can be found and tracked down quickly and easy in a single depositary.


Contact Profile

The contact profile contains the following data tabs:
General information: Contact name, type, rating, address, phone and fax numbers, e-mail, contact owner etc.
Financial information: Invoicing data, bank details, credit limits etc.
Marketing information: Information allowing better and accurate contact targeting: business area, source lead, number of employees, notes etc.
Additional information: User specific data fields
Activities: Lists all tasks, calls and meetings for the active contact. Here, users can create new activities and apply different filters to the existing ones.
Offers: Displays all offers sent to the active contact, their chances, status and result. New offers can be created directly from here.
Invoices: Contains information about all invoices and payments for the active contact. New invoices can be issued directly from here.
Employees: Lists all persons associated with the active contact with their names, position and contact information.
Attachments: Different documents (e.g. company profile, correspondence, contracts etc.) can be attached to the contact profile either by storing files within the database or by giving the path to the document.
History: Tracks the complete contact history – tasks, meetings, phone calls, offers, invoices etc. All data created in other modules is added automatically.

Search Mode
Search Mode

 
 


Data is stored and accessed through an integrated, single depositary
Automatic update of the contact profile with data added or modified in other modules
Intelligent “locked fields” function for faster input and search of similar contacts
Customizable data fields
Flexible and user friendly search function
Data grouping, filtering and exporting functionality
Internet connectivity


Contact Management

Task Management

Marketing

Sales and Invoicing

Reporting

Access


Operating systems:
Windows 7
Windows Vista
Windows Server 2003 SP1
Windows Server 2003 Enterprise Edition SP1
Windows Server 2003 Datacenter Edition SP1
Windows Small Business Server 2003 Standard Edition SP1
Windows Small Business Server 2003 Premium Edition SP1
Windows XP Professional SP3 or newer.
Windows XP Media Edition SP3

Hardware requirements:
CPU: 2.2 GHz or more
RAM: 1 GB
HDD: 3 GB free space for installation
Video: 32-bit color, 1240x760

Insider works with .NET framework with requirements:
Microsoft Data Access Components (MDAC) 2.6 or higher.
* Microsoft Internet Explorer 5.01 or higher.
** Microsoft Windows Installer 2.0
*** Windows Management Instrumentation (WMI)

 

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