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Client Relationship Management

Imagine using one database to create, manage, and share client information and activities. Imagine replicating that information to your laptop so you can work anytime and anyplace, regardless of whether you are connected to a server. Imagine collaborating with you team within the same database. SGA's CRM provides all of these features and functions and much more. With our single-entry technology, you can handle multiple tasks at once. For example, when you schedule a meeting with a client, a calendar entry is created on the integrated shared calendar and written to your personal calendar. The client's contacts information is automatically added to your personal address book. If you have a BlackBerry, the calendar entry and contact are synchronized. You can send e-mails directly from the system and transfer e-mails from your mail database. All client information, activities, documents and tasks are at your fingertips in reverse-chronological order. For document management needs, store all relevant files within the database. Create mailing labels on the fly for the contacts you select. The mailing labels are created in Word so you can customize them as you wish. Business Partner relationship management, Event management and mass e-mailing capabilities are built-in. Invite others to a discussion or simply respond to any information with our integrated discussion and response hierarchy

Industry

Business Processing Horizontal

Red Hat Certifications

This product has been certified to run on the following Red Hat products and technologies:

Target Product Level
Red Hat Enterprise Linux 5.x Self-Certified
Red Hat Enterprise Linux 6.x Self-Certified