Point Alliance

Customer Relationship Management (CRM)

Tired of over complicated Customer Relationship Management (CRM) solutions with too many bell and whistles that you never use? We have a solution that gives you all the "must have" CRM functionality in an easy to interface that will dramatically improve your organizations efficiency in maintaining and sharing Corporate Contact data.

Key components of this solution are:

Organizations & Contacts

• Track critical organization and contact information

Correspondence

• Create Emails, Letters, Faxes, and Mass Mailings

Opportunity/Sales Funnel

• Track Prospects and Opportunities through the sales cycle

Activities

• Track Meetings, Phone calls, Follow-ups, Reminders, etc.

Integration

• Integrates with your Lotus Notes email
• Integrates with Microsoft Word for label printing and mail merges
• Integrates with your BlackBerry
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