web-based CRM, contact management web-based CRM, contact management - contact us for more information
web-based CRM, contact management

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These are answers to some frequently asked questions. If you have a question that is not covered here, or would like more information about our services, please contact us.

  1. What is CRM?
  2. What does "web-based" mean?
  3. Why are the benefits of using software that is web-based?
  4. How much does this cost?
  5. When will I be able to start using the software?
  6. Can I test the software before becoming a paying customer?
  7. What is involved in building a custom software package for my company?
  8. What if I don't want a custom package?
  9. What makes your software better than tools like ACT!, Outlook, and Goldmine?
  10. I'm in sales. Which package is best for me?
  11. I'm in Human Resources. Which package is best for me?
  12. I'm in Customer Support. Which package is best for me?
  13. I'm in health care. Which package is best for me?

Please contact us with any additional questions, or sign up for a free 30-day trial to get started today!

 

 

 

 

 

 


  1. What is CRM?
    Customer Relationship Management (CRM) is the process of building and maintaining relationships with clients and customers by saving data and reusing it at scheduled intervals to better serve their needs.
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  2. What does "web-based" mean?
    Our software is delivered "as a service" via the internet. Historically when buying software, you were forced to undergo a complicated process of installing it on your own server and computers, often involving an in-house IT staff. With our "on demand" model, your data is hosted on our servers and distributed back to you as you need it. This allows new users to get started immediately, and also keeps costs very low. Best of all, you aren't forced to purchase an expensive package that may not be used by much of your staff. We charge "per user, per month", so you are only billed for the accounts that are actually being used. Most of our clients consider us another utility, similar to the way you pay a monthly cable or water bill.
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  3. Why are the benefits of using software that is web-based?
    The greatest benefit of choosing a web-based solution is the ease of implementation. Our typical new client can have an active account within 2 hours, and can add new users with a few clicks. There is no drawn-out installation process or need to hire additional implementation staff. Another benefit is affordability, which is a direct result of our web-based distribution. We don't need to manufacture, package, ship, or install software, and we're able to pass the savings along to our clients. The third benefit is customization, which is not usually an option for traditional installed software. Whereas with an installed package you would need to hire software developers and database experts to customize the software, our staff can quickly alter your version of our software right on our servers, and quickly begin serving the custom solution to you. Furthermore, as we add new upgrades to the standard software package, we can automatically implement these changes to your subscription if you desire. Other benefits include security, support, and the robustness of our product offering.
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  4. How much does this cost?
    Our pre-configured solutions are billed on a per-user, per-month fee schedule, meaning you only pay for the accounts that are actively being used. The monthly fee varies depending on number of users and length of service agreement. Customization of pre-configured packages is typically free, depending on extent of customization. Completely custom-built solutions are billed in the same way, with the addition of an initial development fee.
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  5. When will I be able to start using the software?
    You can be online and using one of our pre-configured solutions withing 2 hours or less. To get started, simply sign up for a free 30-day trial. When your trial expires, let us know if you'd like us to change or add any features.
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  6. Can I test the software before becoming a paying customer?
    Yes. To get started, simply sign up for a free 30-day trial.
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  7. What is involved in building a custom software package for my company?
    Before building a custom solution, you may want to look at our pre-configured solutions. These packages are available for a free 30-day trial, and can be further customized to fit your needs. If your company needs a totally customized solution (built from the ground up), we can help. To get started, please contact us with some information about your industry, your company, and what you're looking for in a CRM package. An account representative will contact you to further discuss these needs, and if you choose to move forward with the development, we will begin the development process. This process can take a couple of weeks to two months, depending on the complexity of the project. A development fee will be negotiated, as well as a monthly subscription fee for our on-demand distribution. Custom built solutions may also be hosted on your server, although allowing us to host it will include our security and support services.
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  8. What if I don't want a custom package?
    If you don't need a custom package, simply choose from one of our pre-configured solutions.
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  9. What makes your software better than tools like ACT!, Outlook, and Goldmine?
    Although these tools have found wide adoption in the marketplace, they are really just advanced email programs with some contact management features. They lack true custom support, and require complicated processes or add-ons to be accessed via the web. An internal network is usually required to share data throughout the organization, and upgrades must be purchased year after year. Also, dedicated support is not usually available, and an in-house IT staff is typically required to maintain these packages. Our software is distributed via the web, hosted on our servers, maintained by our staff, distributed "on demand", fully customizable, constantly being upgraded at no cost to our users, and affordable.
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  10. I'm in sales. Which package is best for me?
    Our sales force automation package, ClienTracker, is a robust solution for sales teams of all sizes. Sign up today for a free 30-day trial.
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  11. I'm in Human Resources. Which package is best for me?
    Our candidate management package, ApplicanTracker, is a robust solution for human resources departments and staffing firms of all sizes. Sign up today for a free 30-day trial.
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  12. I'm in Customer Support. Which package is best for me?
    Our customer service package, SupporTracker, is a robust solution for customer service departments of all sizes. Sign up today for a free 30-day trial.
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  13. I'm in health care. Which package is best for me?
    Our medical practice package, PatienTracker, is a robust solution for tracking patient schedules and records for medical practices of all sizes. Sign up today for a free 30-day trial.
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ContacTracker, ClienTracker, ApplicanTracker, SupporTracker, PatienTracker, HotList, ContacTracker.com, ClienTracker.com, ApplicanTracker.com, SupporTracker.com, and PatienTracker.com are all registered trademarks of ContacTracker Limited. All Rights Reserved.

web-based CRM, web based CRM, contact management, sales force automation