Relationship Management

A good relationship management system is the next essential component for any eBusiness, and plays a central role in how you operate and manage your business.  This system captures information on everyone that your business comes in contact with - prospects, customers, partners, suppliers, and others.

The system starts with basic information on all companies and contacts - phone numbers, E-Mail addresses, mailing addresses, shipping addresses and other information as required. It then adds the following capabilities:

• Task management - logging all "To Dos" against companies and contacts and tracking the status through to completion.
• Event management - logging all meetings and phone calls against a calendar, with shared calendars to support scheduling of group meetings.
• Accounts histories - All completed tasks and events are automatically retained against both the contact and the account.
• Integrated E-Mail - Integrated ability to send E-Mails, with access to templates for recurring E-Mails, and the ability to process your InBox and file received E-Mails against accounts and contacts.
• Mobile access - Access to all above functions from your iPhone, Blackberry or other mobile device.

Many businesses are using MS Outlook and/or a contact management system such as Act or Maximizer.  In many cases, a lot of information is buried in Outlook or is located on a notebook and not available to other staff.  The eBusiness approach is to move all of this information into a shared online secure information system that streamlines all of your relationships.