Contact management

Contact and address book data management - Successful contact management organizes all of the necessary information required to address your contacts, store your interactions and dialogues with them, and then address them again in a way that clearly suggests that you remember them

Contact management with the Selligent provides a coherent corporate dimension to your contact and address book data, making this function as easy to use as Outlook is for everyone in your organization.

By centralizing the capture of name, e-mail and address information, the program can verify it at the point of data entry into Selligent. Data cleansing, which is another feature of the program, is key to ensuring data quality. And Selligent helps stop duplicates from entering your database and compromising your single 360° view.

How you will benefit:

• Boost productivity
• Achieve an accurate view of your customer base
• Clearly differentiate yourself in today's challenging climate

Activity reporting - Contact interaction reporting is made simple by Selligent’s unique system

With Selligent, reporting on contact interactions is efficient and automatic.

You can choose to use our built-in report writer, which will enable you to print your documents and reports, a word processor like Microsoft Word, or alternative reporting tools. Since all relevant data is stored in the Selligent database, users can simply create one report template, tag the relevant data and generate as many reports as required. Furthermore, as the reporting software is relying on one source of information – your Selligent database – you are assured of consistent data being available throughout the company.

With Selligent, designing report templates is both quick and straightforward. The customizable layout, font and formatting can be used with either our built-in report writer or Microsoft Word, or indeed any other word processing program. And inserting merge fields in the report will allow the user to access data to place in the report template.

How you will benefit:

• Automatic reporting
• Reporting completed automatically with up-to-date sales agenda
• Reports are either part of the data records or merged into Word and stored in the database attached to the record for external distribution to non-Selligent users

Shared agenda management - Productivity rises when scheduling information can be accessed by all stakeholders

Selligent enables users to connect with each other with cross-calendar sharing.

You can easily share your free/busy or details calendar with all other users. You can choose, on a user-by-user basis, whether you want to share your full details or free/busy calendar. And you can notify users when meeting times change. Furthermore, you can choose from daily, weekly, or monthly views and at-a-glance scheduling enables you to see other users schedules overlaid on yours and create a printer-friendly view. You can also add personal events and appointments that are private and only visible to you, as well as schedule events to recur daily, weekly, or monthly and automatically receive reminders by pop-up.

Finally, Selligent syncs with groupware (see Groupware synchronization), which will allow you to sync your Selligent agenda to your favorite external calendar.

How you will benefit:

• Share calendars online anytime and anywhere with just an Internet connection
• Outlook synchronization - sync with Outlook to share Outlook calendar, contacts, and task information with groups
• Consolidate all of your scheduling information

Groupware synchronization - Groupware ensures that everyone can work together as a team, regardless of where they are located

Storing all of your contacts, appointments, and tasks in Selligent provides your staff with a single view of all of your interactions with those contacts.

Selligent synchronizes tasks, appointments, and contacts both to and from Microsoft Exchange and IBM Lotus Notes, enabling access from the groupware client to the Selligent data.

Selligent allows a bi-directional synchronization with Outlook and Lotus Notes which can be of benefit to mobile users.

How you will benefit:

• Delivers groupware data as it is synchronized from Selligent
• Updates records automatically on both ends
• Consolidates views of contacts

Archival storage of e-mails, notes and documents - Properly storing customer data and interactions is the key to maintaining long-term customer relationships

How many e-mails do you have stored in your mailbox right now? One hundred? One thousand? The fact is that most business people – especially those in sales – need to manage hundreds of e-mails every week.

Good news: it’s no longer necessary to store e-mails in your mail application: they can be archived in Selligent.

All e-mails, notes, and documents can be stored and attached to the appropriate person, company, opportunity, project – or whatever definition you choose. And when e-mails are archived within Selligent, they are accessible by everyone with adequate rights.

Furthermore, regular mail and faxes can be scanned and stored, making Selligent your complete communication management solution.

How you will benefit:

• Single and centralized view of all interactions, which is universally accessible
• Stores all e-mails sent and received in Selligent, which can then be viewed by all stakeholders
• Central document repository for contact-related documents

Task and priority management - Selligent helps you to successfully organize and streamline your workflows

The management of activities, tasks, and their priorities plays an important role in your daily business operations.

Activities can be either time-bound calendar events (such as meetings, seminars, appointments) or they can be status-bound tasks (such as send status report to manager or send e-mail to customer).

Selligent empowers your users to plan, schedule, share, track and report tasks and appointments, with regard to projects or opportunities, business processes, or any company activity. It helps you and your colleagues to make better use of your time and to work more efficiently.

Furthermore, routine tasks can be streamlined into a workflow or business process that will reflect your business rules. Users are guided on-screen through routine tasks, such as processing a customer service request or logging a sales opportunity.

Here are some examples of task and activity workflows that can be managed with Selligent:

• When a customer's support case changes status, the customer contact will be notified via an e-mail alert that includes both the old and the new status
• If the Priority field on the support case is set to the highest priority, it will send an e-mail alert to management
• Whenever a case is closed, the Knowledge Base author will be notified, who will evaluate the resolution to see if there is material for a Knowledge Base article
• Setting a task for the sales operations person to review an opportunity when it reaches the contract stage, ensuring that all of the pieces are in place to close the deal smoothly
• Sending an alert to an employee when the status of a task has not changed for one week.

How you will benefit:

• Automatic and customizable task scheduling with respect to time and availability of workforce
• Task allocation to users, with regard to set rules
• Instantaneous view of all unfinished tasks on dashboard

Project and dossier management - Selligent fully integrates projects and CRM to ensure for maximized value

Selligent is designed to enable project management – that is the planning, organizing and managing of resources to bring about the successful completion of specific project goals and objectives.

Whilst CRM and project management are often separate applications, integrated project management is a key factor in driving greater value from CRM. Therefore we designed our platform to incorporate the ability to manage a wide variety of projects, dossiers, and events from within your CRM system.

Functionality includes scheduling, resource allocation, collaboration, communication, and storage of project documentation. You can assign various team members to the project, schedule actions for the different stages of the project, and add customized fields. Furthermore, documents and notes can be attached to the project. Indeed, the entire Selligent functionality is available, thereby minimizing data entry for project managers and staff alike, and in turn enabling highly effective project management strategies.

How you will benefit:

• Consolidate activities and resources
• Define custom events
• Manage projects as they develop