This Program brings you world class Project Management. It increases Project control while enhancing productivity and efficiency by measurable amounts. Interfaces with Service and Job Costing. The Visual Project Manager has specific tools for project managers and customer service reps. It handles all requests into the organization and all the activity performed on a customer or project – whether it’s billable or not. It is filled with options for collecting, sorting and filtering data based on products or services to sell or be sold. It tracks every stage of the pipeline and allows probability assignment to each stage. Know the real cost of customer service policies, the effectiveness of personnel. It documents all customer interaction and makes that valuable information available throughout the enterprise and can be sorted and filtered. Everyone in the company can have access to every instance of communication with each client or customer, or not, based on permissions. This tool acts as a shell upon which other VAM activity is initiated (always related to a project and contact). Whether that activity is related to Sales, Front end Call Center, Production, Job Management, Service, or back office activity, all work is more easily co-managed, scheduled, and prioritized using inherent Request and Activity management functionality. Business rules and desired workflow can be predefined and managed through the RM Control Panel. This tool helps Users to stay on task and identify priorities. For management, it allows you to track opportunities and responses more closely, defining profitable methods and people for enhancement and identifying problematic methods for correction. Finally, use the power of AccountMate to consolidate your activity and increase the effectiveness of Customer Service, Sales, and Project Management. By: Analysis & Information Services, Inc.

---

This Program brings you world class Project Management. It increases Project control while enhancing productivity and efficiency by measurable amounts. Interfaces with Service and Job Costing. The Visual Project Manager has specific tools for project managers and customer service reps. It handles all requests into the organization and all the activity performed on a customer or project – whether it’s billable or not. It is filled with options for collecting, sorting and filtering data based on products or services to sell or be sold. It tracks every stage of the pipeline and allows probability assignment to each stage. Know the real cost of customer service policies, the effectiveness of personnel. It documents all customer interaction and makes that valuable information available throughout the enterprise and can be sorted and filtered. Everyone in the company can have access to every instance of communication with each client or customer, or not, based on permissions. This tool acts as a shell upon which other VAM activity is initiated (always related to a project and contact). Whether that activity is related to Sales, Front end Call Center, Production, Job Management, Service, or back office activity, all work is more easily co-managed, scheduled, and prioritized using inherent Request and Activity management functionality. Business rules and desired workflow can be predefined and managed through the RM Control Panel. This tool helps Users to stay on task and identify priorities. For management, it allows you to track opportunities and responses more closely, defining profitable methods and people for enhancement and identifying problematic methods for correction. Finally, use the power of AccountMate to consolidate your activity and increase the effectiveness of Customer Service, Sales, and Project Management. By: Analysis & Information Services, Inc.

---

INFOtrac for AccountMate manages and reports on every interaction entered for a prospect, client, supplier, contact or branch office. It will even schedule the next appropriate interaction - enabling exceptional account management and customer service. With just a glance, you can view all the past interactions with each contact providing the ability to track activity, issues and interactions with all your clients. It will even manage your meetings, phone calls, e-mails and daily tasks.

Contact information is easily searchable and manageable so you can access required records quickly in order to generate reports, mail merges or other customer service/management related activities. INFOtrac for AccountMate works with programs like Microsoft Office so data can be merged and utilized in other programs to create custom mailings, mass e-mails, reports or other necessary business documents.

INFOtrac for AccountMate also provides for superior customization. Fields and screens can be customized to the way your business work flows. Contacts can also be grouped and segregated into different categories, creating a flexible reporting system. Contact lists for mass e-mails can be created "on-the-fly" to insure quick and easy communication between you and your customers.

White Paper

By: INFOtrac

---