Features

Information and the Customer Relationship Lifecycle.

Customer Relationship Management has evolved from a service oriented management methodology to a operating necessity for most businesses regardless of their size. Profitability and an organization's ability to evolve within ever changing business environments depends directly on the relationship a company has with all people that come into contact with a company, not just customers and partners. As a result, the relationship created and maintained with clients is the life force for a company as well as a springboard for future changes and growth.

Customer Relationship Management and the resulting Customer Relationship lifecycle can easily be maximized with Tradepoint Business Management Software. Tradepoint Enterprise provides a strong CRM solution relevant for a wide range of industries whether or not your company uses one of our integrated Ecommerce solutions. As part of an integrated solution, Tradepoint Enterprise CRM ties in with numerous sub-systems for a CRM solution extending well beyond the basic. The result is a scalable software solution with in-depth functionality enabling Tradepoint Enterprise to adapt to a variety of Customer Relationship Management needs.

Tradepoint Enterprise takes Customer Relationship Management the next step and provides several groups of tools that encompass most basic CRM functions with additional integrated tools providing more specialized customer processes within a robust CRM solution.

Contact Management Tools

Adopt Tradepoint CRM for an advanced approach to basic contact management. With profile based user access, an interface packed with tools designed to bridge the gap between information and action Tradepoint Enterprise is one of the strongest solutions available on the market today for smaller to mid sized growing enterprises.

Effective contact management starts with the ability to store different types of information, search on a variety of information stored within a contact and provides tools to perform different types of actions from a contact file. Take this one step further and build in tools to perform certain types of actions with a team (a group of contacts) and you have a contact management solution rich in functionality as part of a solid CRM foundation. Some of the functions found in the contact management tools of Tradepoint Enterprise CRM include:

Integrated Search Tool for all information within your contacts
Quick reports for your search results within contacts
Integrated Mail Merge Tool based on contacts
Integrated Mass Email Tool based on contacts
Integrated Move and Copy tool for contact mobility
Teams capability for events involving groups
Built in Accounting functions within contact structure
Business to business contact structure for multiple contacts within a company contact
Business to consumer contact structure for individuals
Built in mapping tool for contact addresses with links to Google Maps, Microsoft Live Local and MapPoint

Call Logs for Customer and Service Calls

Tradepoint Enterprise's CRM includes Call Logs specifically designed to handle service calls for incoming and outgoing service calls with customers and partners. With the ability to see an overview of Call activity through reports, and and an over view of activity with a variety of filter options Tradepoint Enterprise provides a robust tool for handling more specialized work flow needs for businesses.

Each contact has the Call Log tool built in to access a history of calls, initiate actions from an open call, and assign and notify more then one person of a newly created Call Log. The Dashboard and Flyout Panel provide up to date information on New Call activity as it happens for specific users. Companies looking for integrated service call functionality can look forward to the following functions with Tradepoint Enterprise:

Automatic time/date stamping of Calls by the user who created the call
The ability to assign and notify others about new or open calls
Separate Notes screens for initial call and resolution activity
The ability to create and assign a Task within a Call
The ability to place an Order within a Call
Create an Appointment from a Call
Flexible Category & Status structure for customizing work flows
Ability to upload or scan in documents related to a Call
Assign a Call Log to an open Project
Integrated Knowledge Base for the ability to search on topics in your Knowledge Base

Products Owned: Define What Happens After the Sale

Companies who track activity, service plans and follow up maintenance with service work on Products a customer has purchased from will enjoy the Product Owned tools within Tradepoint. Whether it is service, warranty work or additional purchases, tracking activity related to Products after a Product has been purchased can a challenge depending on how information is managed.

Tradepoint Enterprise's Products owned will track a customer or reseller's purchase history and provide an interface where additional activities can be tracked from the point of purchase. This structure supports a more specialized work flow for companies looking for tools to track related activities to products that have been purchased by their customers and resellers. Capabilities within Products Owned include but are not limited to:

Basic product information tracking to a customer or resellers purchase history
The ability to access the invoice directly from the purchase history
An information screen with customizable fields to shape your information requirements
Accessories or related product information will automatically track to a products owned purchase history
Track Repairs and generate a new work order within product owned
Integrated Call log functionality for work flow specific Call Logs within a Purchased Product
An overview screen for all Product's Owned for easy viewing of key information from a customer or reseller's account

Event Management: Automation for Action

Companies with multiple work flow needs within on organization will appreciate the integrated work flow management tools within Tradepoint Enterprise. Event Management within Tradepoint Enterprise allows companies to define, shape and manage actions that are based on a previous action even if it is a simple as a potential customer registering for information on a website or a Newsletter registration on a website.

Tradepoint Enterprise's Event Management is designed to automate actions at critical points in the customer relationship life cycle. This drives overall activity within your company, provides attention to customers while maximizing internal efficiency with any person to person contact with customers and partners. The result is a more streamlined software environment where Employees activity has a positive impact on revenue.

Events encompass a wide range of actions and can be customized in numerous locations within the CRM tools in Tradepoint Enterprise.

Automate emails to be sent out based on a specific category or status
Create Call Logs and assign them to staff members for automated follow up in person
Create Tasks and assign individuals or Teams to follow up, ideal for companies using project management
Automatic notifications for staff members for open Tasks, Calls and Appointments
Define an Appointment based on a category or status, an ideal tool for companies with direct sales forces using a consultative sales approach

Work Center Dashboard & Flyout Panel: An Overview of your Information

Make the most of valuable time with a user based profile providing a role based overview of information and actions. Tradepoint provides a Work Center Dashboard with a Flyout Panel for live updates of actions you are involved in. The Work Center Dashboard with Flyout Panel works in conjunction with Security Settings and Employee profile preferences for a role based dashboard which will update throughout the day as events take place in Tradepoint Enterprise.

Dashboards and Flyout Panels can be defined for specific roles within a company. Once roles are created users will be able to make adjustments to how information is displayed visually through the Work Center Dashboard and Flyout Panel.

Drag and Drop controls for easy configuration and adjusting
Integrated Printing options for Quick Reports with company information
Drill down options to access in depth details in information
Automatic refreshing as information in Tradepoint updates
Right click tools for easy completion of Events as they happen
Hover over tools for easy viewing of action item or contact details

Learn more about the features available with Tradepoint. Click here to download a Product Data Sheet.