Customer and Contact Management

With Customer Relationship Management (CRM), you manage your customer and contact records to help your firm build stronger customer relationships and win more business. Your customers include all of the companies and teams for whom you currently work as well as those in the past and in the future.

Your contacts include all former, current, and potential points of contact that you have at customers, vendor/partner companies, or other teams. Your contacts can include the names of CEOs, capture managers, colleagues, or even friends who work for your customers or vendor/partners.

You maintain customer and contact data in the Customer Info Center and Contact Info Center.

The Customer and Contact Info Centers make it possible for you to:

• Enter customer and contact name, address, and phone information.

• Schedule and manage activities with customers and contacts.

• Link customers and contacts with completed or ongoing contracts and opportunities.

• Define and review relationships between your employees and your customers and contacts.

• Define and review customer-to-customer relationships and contact-to-contact relationships.

• Access files related to your customers and contacts.

After you enter customer and contact data in the Customer and Contact Info Centers, this data is available to all personnel at your firm who have security access to the Info Center. This data can be used to generate various reports, schedule activities, or send broadcast email messages.