Terra CRM^TM

Manage your contacts with Terra CRM^TM - the Customer Relationship Management Solution

Terra CRM^TM is an Outlook based system that incorporates the essential customer-related information required by your sales people, marketing department, financial managers and others.

TerraCRM provides three new folders inside Outlook: "Companies", "People" and "Opportunities". First you create a Company record, then you create People records which are linked to the Company. Then you can create Opportunity records with links to the relevant company and decision makers and influencers within that company. Each record stores key information and notes related to the company, person and opportunity in a fully customizable database. As a result, your key relationships and data are well organized in an easy to use environment.

The Companies database is linked to a Companies field on the DM5 profile, so when you add a new company into the CRM system it appears in the pick list in the Companies field on the DM5 profile. So once you add a company into the CRM system, you can start to relate documents to them, and easily find the documents from inside DM5. And from within the CRM system when you are looking at a company, person or opportunity, you can instantly access a list of all related documents in DM5.

Terra CRM enables you to better service your customers through:

• Sales Force management, including
  • Tasks delegation
  • Activity Review
  • Promotion / analysis
• Retaining and sharing key customer information
• Correspondence tracking and management
• Executing marketing campaigns: publishing newsletters, subscribing to newsletters through a Web-interface

Terra CRM^TM allows you to build an integrated solution on the basis of a single Microsoft IT platform that combines both database and communication advantages.

Unlike some specialized or third party software, it doesn't require any new knowledge from users who are familiar with the very popular Microsoft Outlook. This familiarity decreases the direct costs, in terms of time and money, typically spent for user training as well as the indirect costs that result from errors and omissions committed by inexperienced users.

Terra CRM provides shared access and allows all corporate users to work with the contact database from within the office or from remote locations.

Terra CRM provides you with mission-critical advantages over the standard Outlook features:

• System flexibility and our experience in customizing fields and the relationship between them allow us to meet your specific requirements for a company-wide contact database.
• Multitudes of features (like task management features or tracking customer interests features) provide you with the ability to manage contact-related information in the most effective manner, regardless of repository size.
• The system enables you to conduct quick contact searches according to the filters applied
• It is possible to store text and multimedia notes as well as to track changes in contact information.

Shared Contacts database allows you to:

• Create and manage contact lists.
• Store contact profiles with comprehensive contact information.
• Customize the look of system screens.
• Edit database fields.
• Set contact information to appear automatically in all relevant fields.
• Track contacts and store contact relationship histories.
• Update contact information.
• Monitor your contact related company activities.
• Track specific customer interests.
• Conduct quick searches and to select required contacts using filters.

Shared Contacts provides integration with:

• Microsoft Exchange / Outlook
• Microsoft SQL
• Hummingbird DM document management system
• FACSys corporate fax messaging system
• ERP software
• Subscription Tools including Sending Wizard subscription software and the User Self-Registration Tool that automatically sets up a contact card
• Internet Information Server for allowing web-based subscriptions