Contact Management

 

 

 

Contact Management focus on recording clients’ personal information, and not recording by companies.

As one company would have more than one employee, so inserting contacts able sales personnel to

find the person-in-charge easily.

 

 

 

• Import and update your CRM data

• Import large data sets with our custom import tools

• Ensure data integrity of company and contact records with versioning technology

  ( A history of all changes to the records with roll-back functionality) 

• Help prevent duplicate company and contact entry with our real-time duplicate

  checking for all new records 

• Customer segmentation: Understanding customer value, loyalty and needs