StayinFront has designed and developed various add-in modules to enhance the features and functionality of the standard StayinFront CRM system.
Knowledge Management
StayinFront Knowledge Management allows documents and other unstructured information to be embedded within StayinFront CRM. Documents can be linked to one or more system entities, and distributed across the entire StayinFront CRM user base. Materials such as marketing encyclopedias, product specifications and pricing sheets can be distributed, version controlled and integrated with information from other sources such as the internet to provide a single knowledge base with relevant customer information.
)
Information can then be tagged to the customer record (for instance their website) and viewed directly in the account record without leaving the StayinFront CRM application. StayinFront Knowledge Management also controls synchronization of this information to remote users using a "publish and subscribe" approach.
)
Features
Support for all Document Types
Store documents, spreadsheets, presentations
or content.
Flexible Document Delivery and Storage Options
Documents can be distributed to remote users automatically or on demand.
Track Multiple Document Revisions
Store previous documents and manage document revision control.
Automatic Change Notification
Users can be notified when documents are added or updated.
Link Documents to Any Record
Documents can be linked to records of any type within StayinFront CRM.
Full Text Searching
Find documents linked to any entity based on the document profile.
Administrator Controlled Document Management
Administrator can restrict the type and size of documents accessed by users.
Easy to Learn
Navigation uses a familiar web browser interface.
Benefits
Easy Access to Product Information
All users have access to the latest product information, reducing training
overhead and increasing customer service levels.
Easy Path to Required Knowledge
Knowledge projects help direct users to the information they require and
increase knowledge by encouraging exploration of available information.
Create a More Informed Organization
All knowledge is stored in one easily accessible and searchable location
for fast access, which will increase organizational productivity.
Less Maintenance Time
Documents and templates are dynamically generated, freeing up time previously spent on the creation and maintenance of document content.
Easily Manage Document Revisions
Stores an auditable history of document revisions.
Client Centric Document Store
Provides one place to store client related documents allowing any authorized user to access them.
Quickly Share Competitive Information
Information gathered on competitors can be quickly distributed to your sales
force, potentially reducing the need for face-to-face sales meetings and increasing
in-field effectiveness.
Applications
- Product information management
- Competitor analysis
- Proposal management
- Collateral management
- Technical support
- Knowledge sharing
