One of the challenges often faced by our clients is the management for firm contacts. Contacts can be located in individual smartphones, in Outlook Contacts or even in public folders. Firms try to centrally manage these contacts for things such as Christmas mailings or event notification by email but Outlook has a hard time keeping up.
Wouldn’t if be great if there was a solution to this problem? A single platform that would sync your private but firm related contacts with the firm’s general contact list such that if the information about a client was updated in one location, it would automatically update in other locations!
Triella has this software. Not only does the program facilitate syncing to smartphones but it also allows you to manage and share contacts by category so that only those contacts that you want shared get shared.
Further, mailing lists can be created for categories so that the firm can communicate with specific categories of clients through email or printed documents.
When on a contact information for that contact can be linked to email, documents, tasks, appointments, notes and opportunities for that contact. This allows a variety of information concerning the contact to be available at your fingertips.
The dashboard is easy to understand and is clearly laid out. The software intuitively integrates itself and flows into your existing Windows platform and in essence looks very much like Outlook Mail.
The software will also integrate with other programs and provide additional features through the purchase of add ons. Some examples of available add ons to the basic package include:
- Email Marketing – allows email distribution to categories of contacts
- Outlook Sync – allows synching to Exchange
- Templates – to allow the creation of reusable templates in Word
- Shared Calendar – allows the sharing of calendars in the same way as contacts
- QuickBooks – online or on premise – sync all vendor records, estimates and invoices
There are many more add ons to assist with managing Contacts in many different ways.
You can get started with a personal version of the software and use it free for 30 days to test out all the features. When you are ready to deploy it on a firm wide basis contact us and we will assist you with rolling it out!
Tammy Malone is a Client Support Specialist at Triella. We are a technology consulting company specializing in providing technology audits, planning advice, project management and other CIO-related services to small and medium-sized firms. Tammy can be reached at 647.426.1004. For additional articles, go to our blog page. Triella is a VMware Professional Partner, Microsoft Certified Partner, Citrix Solution Advisor – Silver, Dell Preferred Partner, Authorized Worldox Reseller and a Webroot Reseller.
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