ClientCentric focus is around providing productivity improvements and services to underpin successful project conversion from the idea till the final project closure.
Enhanced Productivity
- Intuitive User Interface minimize training
- Streamlined information flow
- Screens are interaction optimized
- Context limited to productive or information fields
- Functionality is optimized on the engagement progress
- Complete activity Relationship Matrix continually visible to guide quick navigation
- Account intelligence available in real-time 24-7
- Instantly after account/customer activity is updated the new status, is available for all to see, in accordance with the particular rights management scheme put in place by our customer. Critical data points are instantly available such as last activity, actual vs. Planned process progress , critical follow-up activity.
Improved Operational Efficiency
- Dynamic self provisioning & administration
- Common environment for all process involved users
- Operational efficiency allows dynamic, quick and easy environment self-optimization
- Screens modification such as column moves, additions and deletions
- Field names modification to suite business
- Adding of fields
- Modifying Language
- Changing lookup tables
- Automation of labor-intensive tasks.
- emails/documents automatically trigger creation of am activity. The user is then guided in attaching the particular activity to one or more accounts, contacts.. System only provides the functions relevant to the current status and activity. Status can be set to be automatically updated once certain milestones are completed
Easily Customized
- Dynamically Customizable
- Manage user, security, modify screen-labels, activity templates
- Simultaneous Multi-Language support ideal for single client – ideal for internationally distributed environments
- Secure Rights Management
Sound Information
- Standard Management Reports at a division, region and local level
- Activity life-cycle tracking and management begins with the first activity, task or touch point and accurately manages and tracks progress to planned activity closure
- Graphical next step guides enable all users to clearly see what actions need to be taken to succeed
- Accurate activity mapping and tracking means that when an account is ready to convert from prospect to sale all the critical account history and detail will be available to all involved so as to simultaneously maximize acquisition value and quality of service to customer.
Options for Solution Expansion
- Integration with a virtual PBX Solution
- Integration option with a project management system
- Integration option with a bookkeeping system that understand Basel 2
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