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4. Lotus Notes Domino Application: CRM Contact Manager

Contact Management is central to effective customer relationship management (CRM) and provides your Sales Force with the tools to manage and share all your customer contact data in a central secure area, so it can be accessed by your teams securely, both in the office and remotely, so it is ideal for Field Sales Representatives.

Typically ROI is achieved in the first year in a number of ways including time savings searching and retrieving data and generating standard documents. The usage of Contact Management internally or remotely provides much better customer information access and collaboration, improved contact handling, customer service and responsiveness as well as more frequent contact via callback reminders that facilitates contact retention.

• Store very detailed information on contacts and companies.
• Easily link to others to share important items.
• Store all correspondence history, e-mail, letters, faxes, telephone conversations
• Classify and search on contacts by type, such as by interest or purchase power
• View contacts in many different ways such as by Company, Account Manager, Region etc.
• Manage the contact cycle effectively, from initial marketing, to prospect, to customer
• Collaborate with the team or company to share customer information quickly and easily
• Store contact preferences, such as call-back reminders and product interests
• Domino replication over a web browser allows field Sales Reps. to work seamlessly

• Improve and share knowledge of customers through centralised contact management
• Improve awareness and knowledge of contacts, their perspectives and preferences
• Maximise new business - central lead creation, opportunity tracking, task delegation and reminders
• React faster to sales opportunities, with better customer service
• Centralise and organise contact information which can be updated remotely
• Share valuable contact information & keep it safe with security policies
• Raise the quality of customer service through visibility of issues tracking & reaction
• Use contact preferences to achieve quality, timely interaction with customers

CRM Contact Manager is available for use with Lotus Notes and Domino 6.0x,7.0x, 8.0x and 8.5.x:

CRM Contact Manager 6.8 is supported on Lotus Notes Domino 6.5.x through to Lotus Notes 7.03 and Domino 7.03. More Lotus Notes Domino Technical Requirements here.

CRM Contact Manager X 8.0 runs on Lotus Notes Domino 8.x including the Lotus Notes 8.5 and Domino 8.5. More on the Technical Requirements here

In many circumstances, as our Customer References will likely testify, we make sure our applications work and would put every effort into working with you to ensure our applications work both in the short, medium AND long term, through which ever Lotus Notes and Domino versions you happen to be running. The only factor that may be affected, could be specific features and whether they will run on your version.

We'd love to talk with you about your application needs, your business requirements and how we can help.

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