InContact - Customer Relations Management (CRM) and Document Management for SharePoint.
- Manage company, contact and account information effortlessly.
- Full document management capabilities – create, store, search and retrieve all documents and files relating to clients using SharePoint’s powerful document management features.
- Easily manage meetings with contacts.
- Track sales opportunities and manage your pipeline using the flexible Opportunity Tracking system.
- See your contact's geographical location in the context of a street map - ideal for taking logistical decisions on the fly.
- Works 'out of the box'. A range of support options are available.
InContact is installed and configured, at your site, by one of our highly experienced developers to be configured with your existing network set up. You'll be able to make immediate use of it's rich set of features that integrate seamlessly with your existing Microsoft Office products.
InContact's document management module allows you to store, manage, search and retrieve all documentation and files relating to a company or contact. Users can easily view all documents relating to a particular contact or company, or view only specific document types or those that fit specified criteria.
Your pool of contacts are available across your organisation and out in the field. Built on the Microsoft Sharepoint platform your InContact portal is accessible from any internet enabled computer or mobile device.
Opportunity Tracking allows you to monitor and manage your sales pipeline by providing a flexible way of adding new opportunities, associating them with contacts and/or companies and managing them through your sales ‘lifecycle’.
InContact now intergrates with Google Maps ® so all your contacts can be plotted against global mapping data allowing you to take logistical decisions on the fly.
