Company and Contact Management
Companies can easily be created within any project and territory you have permissions to do so. You will have access to other data where this is of assistance, in read only mode. In this way you will be able to ensure effective access to best practice and sales collateral where your company has engaged with other parts of this company.
It is by comparing data across business lines that traditional silos of information are broken down and your company becomes more efficient and effective in working with each potential and existing client.
As always in Claromentis the data you store about each Company is totally determined by yourself, to ensure the system requests and stores data relevant to your relationships with customers.
Contacts also have metadata about them that reflects your own needs. The integrated permission system of Claromentis makes contact data available to thers as you require, with many options for various categories of contacts – not just those working for a particular client but also personal and others contacts can be made available.
Appropriate people will have access to maintain data about companies, offices and contacts as the situation involves, ensuring all staff have access to the correct data.
