Monday, November 5, 2007

Relationship Charts Part 1 - SalesCentric

Last friday I attend a demo of SalesCentric. SalesCentric has been reading my blog and invited me to join a GoToMeeting and Confenrence Call.

SalesCentric was established in 2003. It helps large enterprises drive growth with customer relationship management (CRM) solutions that transform the performance of business development activities.
One of the products of SalesCentric is Relationship Charts. This new add-on will revolutionize how you see accounts. They will no longer be meaningless lists of contact names.
Key features:
  • Drag and drop actions to create, update information
  • Right-click context menu makes interaction quick and easy
  • Export chart to Excel to print, email, post to web
  • Add notes to contacts & organizations on the chart
  • Link charts for easy navigation – Drill into information
  • Changes made on chart are updated into the CRM database
  • Lock chart so no further changes can be made – either from chart itself or CRM database
  • Administration tools built-in to CRM – No programming!
  • Available in local languages

Some screenshots:

Standard view in Microsoft Dynamics CRM

Relationship Chart Add-on

Export functionality to Microsoft Excel

A lot of customers are asking for this kind of functionality in CRM. Making the Business Units, Security Rolls and data (account & contact information) visual in CRM, helps the customer to get a better insight in their processes and data. I'm looking forward to work with this great add-on. Of course I will let you know my findings and the customer opinions, so to be continued...


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