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Contact Management Simplified |
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360 Degree View of Contacts
In a snapshot you have access to all the information relevant to a contact, from notes to files exchanged to email history – everything is available in one place giving you a birds’ eye view of your relationship with a contact. This way you don't need to jump in between tabs to get the complete picture - One view that shows you every dimension. |
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Versatile Import Engine
Bringing data across from various systems is a typical challenge faced by every small business. With Dimension CRM you can import data from existing database software in popular formats such as CSV and XML. With all the standard field mapping tools at your disposal porting your current customer database is so much easier with Dimension CRM. |
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Lead Capture Forms
Replace your website’s contact us form with a Dimension CRM lead capture form that captures the lead and records it straight inside Dimension CRM avoiding the need for any manual entries later. Better still, as a new lead is generated from the website you are automatically alerted by email with the complete details about the newly captured lead. You can even have one of the pre-sales workflows automatically activated every time a new lead is added. |
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Automatic Email History Tracking
Email has become the most widely used form of communication between people today. Dimension CRM tracks every email ever sent or received between you and the customer showing you instant audit trail of all communication thus far. Fully searchable, the email archiving facility also stores attachments for quick and easy access anytime. |
Powerful Search Engine
Dimenion CRM comes with a powerful, multi-filter search engine to quickly and easily locate a contact, or produce a filtered a list of contacts for use with email or direct marketing campaign. the search engine allows you to combine multiple filters to narrow down the search results and save the search for future use.
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Integrated with Google Maps
If there's an address, Dimension CRM will put it on the map for you. Best of all, you can also get driving directions straight from within the same interface - ideal for sales reps on the road often needing some navigation assistance. |
Contacts Meets Calendar
For decades contact management and calendar have been friends. Now in Dimension CRM they truly become ONE. Now you can quickly and easily record future call-backs, follow up calls, reminders or meetings directly onto your Dimension CRM shared calendar and send Outlook type invitations from within the system. It's super easy and highly efficient.
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Unlimited Custom Fields
A CRM system is only as good as the data recorded inside it. With the ability to create unlimited number of custom fields ranging from plain and simple text boxes to drop down lists and check-boxes, you can customise your contact entry form to suit your specific business needs. Setting up custom fields is so easy that you'd be surprised how you survived without them all this while. |
Full API Access
In addition to a versatile system, Dimension CRM also provides a simple XML based API that allows third party developers with minimal effort to write data to and read data from Dimension CRM's central database. This means you could integrate Dimension CRM directly with your website to achieve specific outcomes that are relevant for your business.
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Customizable Interface
The contact list view is also fully customisable with total control over the type of information you see in each column and the order in which they appear. Better still once you've figured out the best layout, simply save it and the next time you log in, the layout will be preserved - its similar to the "Remember my seat position" feature of the Lexus SUV.
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