Contact Manager is part of Strategix OneOffice, a single software application combining ERP, CRM, Supply Chain Event Management (SCEM) and Supply Chain Management (SCM).

Contact Manager is the repository at the heart of OneOffice that holds company, contact and address information for customers, prospects and business partners.

flexible and logical structure
Contact Manager provides a very flexible approach for defining the structure of an organisation and the contact 'touch-points' within it. The 'entry point' into Contact Manager is the customer/prospect business unit that is the target for sales and marketing activity. By structuring information this way, users are presented with a very logical view of a business.

flexibility in managing contacts and relationships

managing contacts
Contact Manager takes a particularly flexible approach to defining and managing contacts. Role based contact information can be defined for business units, business locations and parent companies. By adopting this role centric approach, OneOffice reflects the unique nature of business-to-business (B2B) sales and marketing where activities are focussed on the role a person has within an organisation as opposed to focussing on the person irrespective of their role.

Beyond essential information about a contact and their role, such as job title/role, e-mail address and mobile phone number, a selection of notes can be held against each contact. Reflecting the nature of B2B contacts, these notes can be related to either the person or their role. For example a note that a contact is vegetarian would be attached to the person; a note about a contract negotiation would be attached to the role.

This means that when a person moves roles (or companies) that their personal information can move with them and that the role based information stays with the role ready for details of a replacement to be added.

account team
An Account Team can be defined for each customer/prospect business unit. This team approach ensures that everyone with your organisation is aware of the team on an account and the role members of the team play, irrespective of where they are based or the department that they work in. For example, Jane may be the sales person responsible for selling goods to the customer, while Joe may be responsible for selling training, both have a sales role, but this is further divided by product. Account Team information is quick and simple to access, ensuring that inbound calls from customers or internal questions can be routed quickly and accurately to the team member best placed to handle the call.

Within each team a 'point person' can be designated to act as the focus for the account. For some teams this may be the team leader, but for others it could be an account handler.

joined up business
As well as being told about the library of notes and information on a contact, pro-active alerts can be displayed to users as they work with customer records based on what a user is doing. This approach ensures that the organisation is completely joined-up and that all members of an account team are provided with customer information when it is of most use to them. For example, if a user is viewing a customer record they can be alerted that there is an open quotation for a major project opportunity with the customer.

easy to learn
Getting new users productive quickly is a key step to achieving a fast ROI from new people and systems. OneOffice benefits from refined user ergonomics and presents users with an intuitive approach to doing their day-to-day work. Each component in OneOffice is designed to the same standards both simplifying initial user training and ensuring that new features can be introduced with the absolute minimum of additional training.