November 16th, 2006	Recent Documents Section	SA0005
Sales / Marketing	Contact Management (CMS) - More Information

Advanced Features of the i-Tr@der Contact Management Application

1. Simple to use but functionally rich Contact Management System
2. Multiple Contacts / People records under Company
3. Multiple user configurable Marketing analysis codes for dissecting data
4. Full Notes, Emails (in / Out), Document store and Accounts details accessible from a single screen
5. Call Lists management and Electronic reminders for outstanding activities
6. Opportunities Management and Pipeline control over current status, including prospect lists
7. Integrated email Campaign management suite with 6 campaign styles

Flowchart of CMS function and screen shot of the main Contacts window

To view the flow chart or Screen Shot, please use the links below :-

CMS Flow Chart

CMS Screen Shot

Key Benefits of using the i-Tr@der Contact Management (CMS) Application

• Central, single respository for all Contact details, removes duplication and replication of contact data
• Tight control over permissions for Access to Contact records
• Fully integrated with iEmail for both incoming and outgoing emails, single location for all communications with contacts irrespective of initiator
• Supports distributed Sales force operation, web based, just a Browser required for access
• Permits use of external outsources, simple to switch on / off access, all data is entered directly into the system with no need to export / import results
• Improved Data Management. No data held by Sales staff on remote computers, all intellectual property stored under application
• Data Security. No access to databases, no potential to copy parts or all of data onto external media, reducing exposure to data theft 
• Brings control back to Contact Management. Document store permits filing of documents and other materials in folders under the Contact Record