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Your Business Contacts are your life-blood!
| You may have hundreds, or even thousands of business contacts, especially if you deal with large organizations. Even if you are not doing complex business with your customers, it is vital that you interface with exactly the right person. Then when you have got your message across, you need to know who the Key Opinion Leaders, the KOL's, are, and who takes the decisions. ContacTree helps you with this process; in reality, the ContacTree Market Prospecting process helps you to turn these Contacts into Relationships |
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ContacTree helps you to exploit the power
of Outlook.
Over 50 million people, just like you, already use Outlook as their
communications and organising software. Outlook is extremely powerful,
but it tries to be all things to all men. You want it to do something
a bit special just for you; something that you might have to purchase
a more expensive CRM package to achieve, and still not get the power
of ContacTree. Now you can keep all your familiar communications processes
and maintain your Contact database within Outlook; just add
the special functions of ContacTree without changing the way you like
to work. |
ContacTree adds extra dimensions to your
Outlook.
Outlook has a very one-dimensional contact database. One contact -
one company - one location! ContacTree is designed for the situations
where you have many contacts at each organisation site, and you want
to be able to keep them as groups. ContacTree allows you to do this
by creating a master organisation record for the entire group; hence,
when the organisation details change, all the records change with
it - completely automatically. It even allows you to have multiple
locations for the same company, independent of the reporting structure. |
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You can now speed up the process of capturing
your Contact data.
When you enter new Contact data, ContacTree automatically creates
the separate organisation record at the same time - unless it recognizes
it as a record that it already has, in which case it's even quicker.
Typically you can get a new record into Outlook in just one tenth
of the time it used to take you. For even greater efficiency ContacTree
also provides you with tools to automatically create batches of records
from your e-mail, and from reports that you write about those important
customer meetings and Trade Show visitors. We call this our Axelerator
module, which uses all the up-to-date tricks of 'auto complete' and
drop-down look-up boxes. |
The picture that is worth a thousand words.
You might decide to use ContacTree just because the front-end is so slick, but the really unique aspect of ContacTree is its ability to sort and display not just the relationships within all of these organisations, but even how those organisations may be structured or related to one another. All you have to do is to find out who each of your Contacts reports to, and ContacTree will automatically compute the organisation structure and plot it out for you in the familiar Org Chart, or organogram format. Now you can draw a picture of where everyone fits in and, in particular, where you are missing pieces of the jigsaw. Truly the Marketeer's dream of the 'picture that is worth a thousand words'. You probably won't need this for most of your individual contacts, but when you have a big group of contacts you will know when you do need it! |
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Get the power of OrgPlus
We haven't had to create a new routine to do this charting, because of our relationship with OrgPlus, the World's leading organisation-charting software. OrgPlus now has almost one million users, and every one of them could now create Outlook records from their charts. Just as the fifty million users of Outlook could now start to draw charts of the relationships between their key contacts.
With ContacTree you can actually simplify the generation of your own Org Charts. Use this for running your own HR activities, or for generating charts for proposals and presentations. (But you will need our Prospector Version to be able to print them.)The XML/OPML files we generate are directly exportable to full OrgPlus systems. |
Download
your trial copy now
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