businesses know that it is far more cost effective to retain customers than to
obtain new customers. That's why many successful companies turn to us for their
customer development software. Our unique customized software solutions
bring value to your business at a marginal cost.
Contact CEO is a unique, user friendly and
inexpensive software application similar to a Customer Relationship Management
or CRM Program. It allows tracking and management of organization and contact
communication and associated events.
Contact CEO allows you to enter organization and
contact profile information and cross link this data. The contact profile
incorporates dual address sections and user defined custom fields are available
for both the contact and organization. Even the dual address section titles
allow customization. For example, instead of a work tab, you may want to have
the tab read Home Office for a particular contact. All customization fields can
be set differently for each individual contact or organization.
Link contact to organizations and from the
Organization screen, display contacts within the organization. Double click on
the organization member record to open the members profile.
Contact grouping allows custom configuration of
multiple phone books and the ability to display them individually or
collectively. Within each Group you may further identify contacts by status
categories that you define. As with groups, status categories may be displayed
individually or collectively.
For example you may want to keep a phone book
group for potential Sales Contacts, one for suppliers and another for internal
staff members. Within each group the user can further categorize contacts such
as active and inactive. The result is that you can view all phonebooks and
Contacts status or any combination thereof with the click of your mouse.
The user can log a communication event for each
Contact with the option of defining all communication types. This feature
allows you to quickly review the communication history while on the phone or
during a meeting with a contact. You can even query communication types for all
contacts and filter them by date. Note that we use the term communication since
the log is not limited to phone calls. This feature is great for documenting
meeting discussions or any type of communication
Of course an event task manager is also included.
The user enters the task along with the date due, the event action and
subsequent results. All events may be displayed or for an individual contact
with status and time filters. Note that when the contacts profile is displayed,
in process tasks are also displayed for quick reference.
Database queries are incorporated with associated
printouts that allows the user to custom define fields to print for any or all
Contacts. For example select a contact name and address fields, export this
data to Excel to print labels or perform a mail merge in Word. A through
training tutorial is included to demonstrate how to perform this task as well as
all features of Contact CEO.
We have also incorporated a multi user feature
that allows sharing of the same database within your organization. This is
particularly powerful since all staff members have access to not only a contacts
profile but all communication with the contact and associated tasks.
We’ve taken a look at many of the CRM and Task
management applications on the market and although many are very through, they
are either quite expensive or much too complicated. As a result, we developed
Contact CEO for Trinity Software Solutions and we think you may find it is much
easier to learn, more affordable and gets the job done. In fact, when you or
any of our Contacts call us, we are using Contact CEO to track our communication
and associated tasks.
For more detailed instruction on Contact CEOs
features, see our accompanying training tutorials and be sure to check back
often for new upcoming features such as contact email and document management.