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Contact Management

Benefits

The core of EBSuite is its powerful Contact Manager. The Contact Manager is integrated and shared by each module. This makes it ideal for business or work groups who need a complete and synchronized view of their customers.

EBSuite's Notes History provides a complete "360-degree" view of your customers, enabling support representatives to understand every interaction and interest. Enable them to build and maintain a strong and lasting customer relationship.

  • Work group calendar / task creates team work
  • Manage support cases as a team
  • Improve customer satisfaction
  • Controlled 360-degree customer history access

Highlights

Integrated Modules Share Complete History

All customer history is organized and stored in one place — their contact record. From their initial lead generation marketing campaign to each sales opportunity, sales quotes, customer support requests or project tasks. All documents related to the customer are easily accessible.

Group Calendar and Task Management

Help everyone be more effective. Track individual as well as team calendars and tasks to create a dynamic team. Synchronize contacts, calendar and tasks with Microsoft's Outlook, Palm Treo, Blackberry and Apple's iPod. Enable team work and access to vital business information anywhere.

Mobile Notification

Keep everyone synchronized, even out in the field, with EBSuite alerts, sales escalations and sales opportunities delivered to your mobile device, PDA or cell phone.

Track Team Performance

Managers can create and assign teams to support each account. Create roles for each member and track their achievements. Report on team as well as individual performance.