edcom teamOffice
Version 3 of our CRM suite edcom teamOffice is available. It has a completely new design and new modules, and offers numerous product enhancements and optimization to the user. The following new modules are available: teamOffice Contact + Lead, License, and Purchase. Learn about the advantages of CRM in your Domino/Notes environment.
Advantages
The most important features of all modules
The modules
The eto modules 3.0 require Domino/Notes 7 or higher.
If you wish a trial version of edcom teamOffice 3, please send an email to sales@edcom.de.
| Enhance your Domino/Notes environment with CRM and position all customer related activities into the center of your internal and external communication and enterprise processes. edcom teamOffice offers all the modules you need to advance teamwork and department-spanning communication thus contributing to the success of your enterprise. edcom teamOffice is a CRM suite that allows you to document and organize all your customer and sales relations effectively from the first contact. The entry modules for office communication are eto Address, eto Correspondence and eto Contact + Lead (for customer contacts and/or leads and management of ToDos). Through the analysis function over all installed modules you quickly receive the current information related to a person or a company. edcom teamOffice is suitable for small and medium companies or for divisions/departments in large enterprises. |
- Modularity - with the base modules Address, Contact + Lead as well as Correspondence being the entry points
- Easy-to-use and effective Office applications including serial letters/mailings using the editor of Notes or MS Word
- Structured relation of data - mapping of dependencies, inheritance of information
- Effective search for information - analysis of all installed modules for person or company related documents
- Teamwork/Communication spanning departments - centralized storage and exchange of information via info mails
- Information about updated documents - newsletter function
- Excellent cost-benefit ratio
The most important features of all modules
- Creation of any document type from within any module (e.g. you select a contact document of a customer and create a correspondence - mail, fax or letter - or time record) with just two clicks with the base data being inherited
- Quick creation of documents through a duplicate function.
- Prevention from accidentally deleting documents through an archive function - if users delete a document it gets the status "Archived"
- Internal info mail to colleagues or executives with an editable text from within all modules; the info mails are logged in the tab "Info/Tracking"
- User related security settings (read and edit access to documents)
- Comfortable data export - CSV export and copy of address data to the clipboard
- Extensive configuration options through a configuration database reduce the need for program changes
The modules
- Address
- Contact + Lead
- Correspondence
- License
- Order/Article
- Project
- Purchase
- Time
- Training
The eto modules 3.0 require Domino/Notes 7 or higher.
If you wish a trial version of edcom teamOffice 3, please send an email to sales@edcom.de.
teamOffice Address
edcom teamOffice Address provides the base for the creation and management of your customer relations. Its purpose is to record all company addresses and the corresponding contact persons that are then used to create contacts, leads, orders and invoices as well as to send newsletters and serial mailings.
teamOffice Contact + Lead
Never miss a due action regarding a business contact or forget a ToDo, properly document your leads: teamOffice Contact + Lead allows you to create call/contact documents as well as ToDos and leads. The leads cover all sales phases and contain the information for sales valuation and forecasts. The central system provides the information to anyone who may need it.
teamOffice Correspondence
teamOffice Correspondence enables you to create letter, faxes and e-mails - incoming and outgoing - or documents of the type info. Because of its central storage, the complete business correspondency is always traceable instead of being undiscoverable in all kinds of folders or personal mail or repositories.
teamOffice License
The module teamOffice License offers you not only a clear overview of the products your customers have purchased but also all relevant information on the maintenance terms, anniversaries and many more details.
teamOffice Order
teamOffice Order: the module that allows the accounting department to create orders and order confirmations, invoices and reminders, and offers. teamOffice Article is additionally available for managing items/products to have them available for selection in teamOffice Order.
teamOffice Project
An comprehensive and traceable project documentation plays a very important role in project management. The module eto Project allows you to fulfill this task: document and manage your enterprise projects.
teamOffice Purchase
The module teamOffice Purchase allows you to manage all incoming invoices, their due dates and their clearings.
teamOffice Time
This module allows you to record time spent on projects, support and any other service. It serves as the base for creating invoices for these services.
teamOffice Training
teamOffice Training helps you to manage all kinds of training courses, conferences or any other sort of event. Adding to the management of participants, trainers and resources, teamOffice Training offers special functions as printing name plates, lists of participants and order confirmations as well as the automatic creation of invoices (in teamOffice Order) and calendar entries (for the trainers).Your contact
