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CorpcomContact Detail Features - Account level and contact level detail
- Fields for categories, document codes or user-defined data
- Detail view and listing view
- Multi-level password security for individuals, workgroups and administrators
- Nightly data backup
- Calendar, appointments, activity tracking
- Comments
- Easy point and click queries and stored queries
- Address correction to Postal Service standards with auto-fill for city and state
- List queries, multiple field searches and sorts are fast and easy
- Order submission menus for e-mail, fax, laser letter and mass mail
- Distribution Services
- Web forms allow visitors to your site to add themselves to distribution lists
Account level and contact level data fields Account information includes the company or organization name, type of business, organization address and other data that pertains directly to the company. Contact information describes each individual at each account. CorpComContact’s relational database allows multiple contacts at each account.
Detail view and listing view You have two ways to view accounts and individual contacts. The detail view shows a single record at a time and displays all fields pertaining to the account or contact. The line by line listing view displays an entire page of records at a time.
Fields to track your data Optimized for web access, CorpComContact lets you organize your lists by departments, territories, products or any other criteria. Predefined fields include Lead Source, Owner, Creation Date, Last Modified Date, Contact Status, Industry, SIC Code, Region, etc. Each contact and each account has a wealth of fields for multiple phone numbers, pagers and addresses. Date fields can be used to trigger phased mailings, faxes or e-mails to marketing prospects at desired intervals.
"Group" table for user-defined fields An innovative relational table structure allows you to establish many user-defined fields. Group and sub-group tables let you define new fields and the data that goes into the fields. For example, you could define a field to be called "occupation" and the related entries could be analyst, broker, portfolio manager, etc. By predefining these entries users may enter them with a single click. Contacts may be a member of more than one group.
Addressing Power - Fields to reach people in different ways | Account primary address | Contact primary address | | Account billing address | Contact secondary address | | Account phone | Contact phone and extension | | Account phone 2 | Contact phone 2 and extension | | Account fax no. | Contact fax no. | | Account fax no. 2 | Contact fax no. 2 | | Account web site address | Contact pager no. and pager pin | | Contact wireless phone or device | | Contact e-mail address | Multi-level password security for individuals, workgroups and administrators Administration of CorpComContact by non-technical users is easy. Designate a person in your group to be your administrator and they assign User Names and Passwords to each user. Each user has the ability to change their password. Administrators have access to all user names, passwords and permission levels. Users may be granted various levels of permission. The administrator menu allows you to define which users may do the following: - Search for and view accounts and contacts
- Add, change and delete accounts and contacts
- Execute e-mail broadcasts, fax broadcasts and mailing work orders and
- Add or change user-defined fields
more info... Nightly data backup with copies available via CD-ROM, FTP or diskette Your data is safeguarded by a rigorous nightly backup schedule. Full system backups are done weekly and we archive monthly backups in a separate facility for one year. If desired you may receive backup copies on CD-rom, diskette or FTP.
Calendar, appointments, reminders, activity tracking Plan future events with an integrated calendar with daily, monthly or yearly views. When you log an event into the calendar, such as a meeting or sales call, you may schedule a reminder to be generated at a date of your choosing. Calendar events also display on an activity tracking and history section of the contact detail screen.
Comments You may type in free-form comments at either the account or contact detail view.
Import and Export A File Management module provides a convenient way to import and export data with Corporate Communications Center, Inc. For example, you may want to download list files from CorpComContact into your system, upload fax images for fax broadcasts or text for e-mail broadcasts. Reports Database reports show information concerning your list. Seven types of reports may be generated for the entire list or for a sub-set of records selected by a filter query. The detailed Account and Contact reports show most of the database fields. The Address and Phone listing reports are more concise to display more records per page. List count reports break out your list in a variety of cross-sections.
List queries, multiple field searches and sorts are fast and easy Queries allow you to select sets of names from the database. A simple, yet powerful query menu allows you to specify the fields and field values desired for the query. You click on the first field desired, then click on the field values you want to match. Additional fields and values may be clicked for multi-field queries. Searches are executed using the "Search Database" menu, from which you enter a particular account (company), contact last name, first name, phone number, fax number or e-mail address.
Order submission/job control software for distribution services Secure, password protected order entry menus allow you to initiate fax and e-mail broadcasts and submit and describe mailing and personalized laser letter jobs to Corporate Communications Center's production facilities in Dallas, Houston and Chicago.
Distribution Services
| Permission Based E-mail Blast | Web Site Fulfillment Links | | Call Center-Fax/Voice Telephony | Fax Blast | | Same-day Mailing | Personalized Laser Letters | | List Surveys | Audience Subscription Tools - Web forms allow visitors to your web site to be added to your CorpComContact database - Web visitors may subscribe to corporate distribution lists
- Automatic transfer of prospect names into your CorpComContact database based upon decision rules, or, your staff may review them for addition
- Prompting for materials available, list categories and delivery schedules
- Subscribers may easily alter their subscription
- Interfaces with our same-day literature request system
- Security controls limit access to authorized sections of the database
Literature Fulfillment Systems CorpComContact is integrated with our web-link literature fulfillment system. Names secured as a result of literature requests may be added into your database on either an on-line or batch mode basis. - Your web site linked to our fulfillment site for same-day request mailing
- Computer telephony call center - voice response, fax-on-demand, voice-mailboxes for request orders
- Transfers to live operators
- On-line inventory balances and request submission orders from desktop browser.
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