 Contact Manager Overview
Contact Manager is the repository at the heart of OneOffice that holds company, contact and address information for customers, prospects and business partners.
Contact Manager provides a 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.
Contact Manager also takes a particularly flexible approach to defining and managing contacts within the business unit. 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.
Key features at a glance
- Single repository for contact information throughout OneOffice
- Reflects the unique nature of business-to-business relationship management
- Dynamically captures consolidated transactional information
- Manages both customer, supplier and partner contact information
Customer benefits
- Provides a 'joined up' and consistent view across the business
- Improves customer service by ensuring that changes to contact information are reflected across the whole database
- Eliminates overhead of maintaining multiple lists of contacts
- Account Teams feature ensures that everyone is aware of who is responsible for each aspect of a relationship
|
