Contact Management

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Customer Relationship Management Software


The Atlantic Global solutions Customer Relationship Management functionality provides an effective solution for managing your business-to business and business-to-customer relationships. Unlike traditional contact management applications, the Atlantic Global solution is fully configurable, creating a business critical solution with no processes or methodologies enforced.


Fully scalable to each organisation's requirements, the Atlantic Global solution can be used for the simplest of functions, such as tracking contact actions, collaborating project documentation, as well as managing complex sales opportunities.  This module is designed to enhance communications with prospective and existing customers, automate lead follow-up procedures, facilitate the analysis of strategic business metrics and streamline customer support processes.

The competitive advantage of the module resides in its flexibility and ability to integrate with back office system.


CRM Features

- Capture all Clients and Contacts
- Record all Customer Interaction
- Support Key Business Processes
- Highly configurable
- Store all customer documentation
- Manage supplier relationships

 

 


Highly Intuitive Contact Management

The Atlantic Global Contact Management functionality empowers business developers, sales professionals, account managers and project leaders, providing the necessary tools to monitor and track every detail about customer, prospect and vendor relationships:

  • Define and assign actions types, tasks and priorities
  • Manage an unlimited number of clients and contacts
  • Apply and define multiple filters
  • Record all customer interaction and history
  • Record detailed customer interaction against projects
  • Create custom fields to track information unique to the business, projects and customers
  • View customer activity, actions and history

Highly Configurable

The Atlantic Global Solution enables you to define custom fields and bespoke action views to manage all of your customer, prospect and supplier relationships.  Custom fields can be created to completely configure the system to your needs and to store key documentation. 


Benefits in brief

  • Streamline business processes and reduce overheads
  • Collaborate all business-to-business and project contact
  • Centrally store all project documentation
  • Enhance the service delivery process
  • Improve marketing communications
  • Excellent data quality and visibility
  • Reduce administration time
  • Streamline sales processes
  • Collaborative reporting
  • Track business/project issues
  • Enhance the support process

For full details on the Atlantic Global Solutions Contact Management Software benefits please visit our benefits section.


Capture all Customer Communication

In its most basic format the Atlantic Global Solution can be used to capture all of your customer communication. Through defining actions and action views your users can easily access all communication such as calls, proposals and support issues at the click of a button.


Configurable Reporting

The Atlantic Global Solution includes a bespoke report writing interface, allowing you to produce ad hoc reports to meet all of your customer relationship management reporting needs.  For further details on Atlantic Global's Contact management functionality, see our articles section.


Recommended Resources

Atlantic Global Product Fact Sheets

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Case Studies

Many of the worlds leading organisations have achieved significant benefits and a positive return on investment from the Atlantic Global Solutions Professional Services Automation functionality.  Visit our resources centre to access the latest Atlantic Global Solution Case Studies. Visit our Case Studies Now...

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