Foundation And SecuritySyspro

Contact Management

What is it ?

Contact Management is a means of centralizing information about all the people with whom your organization deals. These can range from customers, suppliers, prospects, sister companies and consultants, to competitors. The information must be easy to update and query, otherwise people will not bother to keep it up to date. It must also provide multiple ways of looking at these organizations so that you can view the information in a way that suits you.

Contact Management can be likened to the little black book that you carry around with you that contains details of all your contacts. But it is much more than that. Not only does it contain the information for your contacts, it also contains the information for your colleague’s contacts in the same and other organizations.

Information about communications (or activities) that have happened between touch points in both organizations can be stored and queried. This can prevent duplication of effort and annoying people in the other organization. It also provides management with a better view of what is happening and the opportunity to intervene when necessary.

​Without the Contact Management system, a customer or supplier account caters for only one contact person at an organization and there is a limited means of storing information about the relationship with this organization (such as customer and management notes for customers, and supplier and management notes for suppliers). There is also no means of storing information regarding third-party relationships that are neither customers nor suppliers (e.g. consultants and sister companies). Prospects are not handled at all until they become customers.

Accounts have been created to deal with this. Accounts are a way of managing prospective customers, and can be classified as a lead, a prospect, a consultant, or any other entity which you may deal with that are not necessarily customers or suppliers.

Syspro. Syspro Indonesia. Syspro Implementor. ERP Indonesia. ERP Small Medium. ERP Implementor. Small Medium ERP. Small Medium ERP Software. Small Medium ERP Implementor. ERP Implementer. ERP Implementation. Syspro Implementer. Syspro Implementation. Small Medium ERP Implementer. Small Medium ERP Implementation. ERP Manufacturing Software. ERP Manufacturing Systems. ERP for Manufacturing. ERP for Manufacturing Industry. ERP Distribution Software. ERP Distribution Systems. ERP for Distribution. ERP in Distributon. ERP for Distribution Industry. ERP Financial Software. ERP Financial Systems. ERP for Financial. ERP in Financial. ERP for Financial Industry. ERP EPC Software. ERP EPC Systems. ERP for EPC Companies. ERP for EPC Industry. ERP Solution for EPC Companies. Budget Planning. E-Budgeting. Financial Consolidation Software. SAP Indonesia. SAP Implementor. SAP Implementer. SAP Implementation. SAP ERP.

SYSPRO Solution

The Contact Management system can be likened to the little black book that contains details of all your contacts and your colleagues’ contacts for the same and other organizations. Contact Management allows for multiple contacts to be assigned to customers, suppliers and accounts (e.g. organizations or people that are not customers or suppliers). Activities (e.g. details regarding interactions with these contacts such as phone calls, emails and visits) are stored against the contact. Integration with Microsoft Outlook allows email correspondence to be sent and updated as an activity within the Contact Management system. The contact address information is stored in a structured format allowing integration to Microsoft MapPoint.​​

The contact and activity information can be accessed within a query program that provides an organization view, a contact view and a search view. The query can be launched from the main SYSPRO menu or from locations within the customer and supplier queries. Business objects are also available to interact with the contact management data.​

SYSPRO provides a free utility that allows users of Microsoft Office 2003, Microsoft Office 2007 and Microsoft Office 2010 to interact with the contact management data, regardless of whether they use SYSPRO or have it loaded on their workstation. This allows virtually everyone in your organization to have access to the contact management data.

Syspro. Syspro Indonesia. Syspro Implementor. ERP Indonesia. ERP Small Medium. ERP Implementor. Small Medium ERP. Small Medium ERP Software. Small Medium ERP Implementor. ERP Implementer. ERP Implementation. Syspro Implementer. Syspro Implementation. Small Medium ERP Implementer. Small Medium ERP Implementation. ERP Manufacturing Software. ERP Manufacturing Systems. ERP for Manufacturing. ERP for Manufacturing Industry. ERP Distribution Software. ERP Distribution Systems. ERP for Distribution. ERP in Distributon. ERP for Distribution Industry. ERP Financial Software. ERP Financial Systems. ERP for Financial. ERP in Financial. ERP for Financial Industry. ERP EPC Software. ERP EPC Systems. ERP for EPC Companies. ERP for EPC Industry. ERP Solution for EPC Companies. Budget Planning. E-Budgeting. Financial Consolidation Software. SAP Indonesia. SAP Implementor. SAP Implementer. SAP Implementation. SAP ERP.

Process Flow

When a new contact is identified, the details of this new contact needs to be captured in the system. The new contact should be assigned as a new customer, supplier or as a new account. The details can be entered into the system, which enables the entire organization to access them. You, and those in your organization, can then record any activities against this contact, and keep the details up to date.

Contact Management Process Flow

Contact1.png

Syspro. Syspro Indonesia. Syspro Implementor. ERP Indonesia. ERP Small Medium. ERP Implementor. Small Medium ERP. Small Medium ERP Software. Small Medium ERP Implementor. ERP Implementer. ERP Implementation. Syspro Implementer. Syspro Implementation. Small Medium ERP Implementer. Small Medium ERP Implementation. ERP Manufacturing Software. ERP Manufacturing Systems. ERP for Manufacturing. ERP for Manufacturing Industry. ERP Distribution Software. ERP Distribution Systems. ERP for Distribution. ERP in Distributon. ERP for Distribution Industry. ERP Financial Software. ERP Financial Systems. ERP for Financial. ERP in Financial. ERP for Financial Industry. ERP EPC Software. ERP EPC Systems. ERP for EPC Companies. ERP for EPC Industry. ERP Solution for EPC Companies. Budget Planning. E-Budgeting. Financial Consolidation Software. SAP Indonesia. SAP Implementor. SAP Implementer. SAP Implementation. SAP ERP.

Integration

The Contact Management solution can be used standalone or as integrated to the rest of the SYSPRO suite of solutions. Integration includes instantaneous access to all the contacts defined against a customer or supplier.​

Integration to Microsoft Outlook

Many companies use Microsoft Outlook as an Email client, for scheduling appointments/meetings and for storing basic contact information. The Contact Management module seamlessly integrates to Microsoft Outlook using e.net business object technology.​

This integration allows you to send email using Microsoft Outlook and record the message as an activity in the SYSPRO Contact Management system.

​In addition, you can select one or more received email messages and have them recorded in the SYSPRO Contact Management system. This can be automated if required. As this technology is built using SYSPRO e.net solutions, it is possible for developers to integrate to other Email client applications, if required.​

Integration between Microsoft Outlook and CMS

Contact2.png

Integration to Microsoft MapPoint

SYSPRO’s Contact Management module stores addresses in a structured format which enables

simplified and accurate capture, selection and reporting.

Each address comprises the following:

• Building

• Street

• City/Locality

• State/Province

• Country

• ZIP/Postal code

You can use Microsoft MapPoint from any listview within SYSPRO.

If the appropriate map is installed, then you can drill down directly to view the map of the

location.

Contact3.png

Recommended modules

There are no module dependencies.

• Accounts Receivable

• Accounts Payable

• Microsoft Excel

• Microsoft Word

• Microsoft Outlook

Contact Management Integration to other SYSPRO solutions

Contact4.png

For more info about Syspro, you can also visit the Syspro website at Syspro

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Syspro. Syspro Indonesia. Syspro Implementor. ERP Indonesia. ERP Small Medium. ERP Implementor. Small Medium ERP. Small Medium ERP Software. Small Medium ERP Implementor. ERP Implementer. ERP Implementation. Syspro Implementer. Syspro Implementation. Small Medium ERP Implementer. Small Medium ERP Implementation. ERP Manufacturing Software. ERP Manufacturing Systems. ERP for Manufacturing. ERP for Manufacturing Industry. ERP Distribution Software. ERP Distribution Systems. ERP for Distribution. ERP in Distributon. ERP for Distribution Industry. ERP Financial Software. ERP Financial Systems. ERP for Financial. ERP in Financial. ERP for Financial Industry. ERP EPC Software. ERP EPC Systems. ERP for EPC Companies. ERP for EPC Industry. ERP Solution for EPC Companies. Budget Planning. E-Budgeting. Financial Consolidation Software. SAP Indonesia. SAP Implementor. SAP Implementer. SAP Implementation. SAP ERP.