The contact type usually decides the level of contact information maintained in the system. If contact was made on behalf of an organisation, the contact classification is B2B; the recorded data must include details of the organisation and its structure. Alternatively, if an individual made the contact, this contact classification is B2C. In this case, the contacts personal details are recorded as required information. Realistically, each contact is much more complex than this. There are families, groups of people, organisational members, and an infinite number of relationships between any one of those entities.

An organisations employee could be a charity's secretary; his wife could be the chair of a social event organising committee as well as the department head at a hospital; she is also member of five associations, and one is using our software. This can go on and on, limited only by your design.

Any of those contacts and their relations may have many different interaction points with your organisation. The same organisation may be an OEM for your certain products, a supplier for some services and a channel partner for some of your other products. Contact management is no longer considered a simple database where companies keep names and the addresses of individuals with a few notes added.

EFFICIENCY maintains a multi-tier, multi-purpose contact and client management module, in any form and capacity, as part of its TOTAL BUSINESS and CLIENT MANAGEMENT concept. This provides a single view of contacts, suppliers, service providers, clients (in fact the entire external world to your business) including the relations, sales, marketing, client service and any other interactions individual, organisation and corporate levels.

Enter the enterprises contact and organisational data once; it is then filtered through a powerful de-duplication process. EFFICIENCY automatically assigns the contact and organisation structure to operating divisions as required.

Some key points:

• Relational Contact Management to maintain contacts, user defined details and relations to other contacts including families and groups and organisations.

• Relational Organisation and Company Management to maintain organisations and companies and their corporate structures, employees, user defined details and relations to other organisations and contacts.

• Relational Membership module is available to expand the contact management by maintaining the unlimited number of Clubs, Cards and Membership Categories and Subscriptions and Sponsorships.

• Flexibility to create unlimited ATTRIBUTES and PROFILES for any required combinations for the contacts, organisations and their employees or to add unlimited number of new fields and transactional records.

• Streamlined client service as all activity details are captured including the full management of follow up actions, reasons, types, notes, campaigns, letters and documents, schedules, appointments, sales cycles and history. Record the direct activities with the contacts and organisations or On Behalf of the contacts with the organisations.

• Structure future activities by using the Actions Plans derived from the workflow templates at the contact or organisational levels.

• Extensive marketing functionality within the Campaign Management options to control and analyse the multiple campaign activities for a single campaign or group of campaigns at the branch or Head Office level including the cost and benefit analysis for every contact interaction.

• Streamlined contact and client service fulfilment with automated printing of labels, letters, e-mail and documents selected by any user-defined criteria and output within the overall system security.

• Fully streamlined and integrated marketing, sales, telemarketing and call centre functions are designed to access the contacts, prospects, organisations and employees of the organisations by telephone, face-to-face, e-mail, internet and mail with or without the fully automated call lists

• The same data may be used for the whole corporation, branches and executives at the local or wide area networks. The multiple databases can be synchronised by the in build Data Transfer and Replication option.

• Extensive security options are available at the user authentication (12 models including the Firewall), the access of the data fields and the graphical interfaces for the user and user groups and the read and write access to the data by the roles and the functions of the users and user groups.

• Attach unlimited data to each contact or organisational structure record in the form of static, transactional, audio, video and graphics.

• On line business analysis or performance of contacts and organisations for actuals versus targets, exceptions, sales and performances.

• Loyalty marketing for the sales activities of the entire enterprise.