Communicating with and engaging with prospects and clients is a key factor to any business and the basis of any CRM solution. The ability to focus on a relationship is optimised once everyone within the organisation is aware of all of the factors involved.

KnowledgeWorker ® CRM is ideally suited to the collection of both structured and unstructured information, accessing and sharing key data to improve the relationship between all parties. Through the culmination of customer requests and market analysis Datum realised that the marriage of Contact Relationship Management (CRM) with Enterprise Content Management (ECM) makes an ideal combination because much off CRM is ECM related including:

Content:

Emails, proposals, scanned correspondence and electronic documents such as statements, drawings, and transactions.

Business Processes:

Event cycles, sales methodologies, letter generation, enquiry and associated escalations.

Collaboration:

Customer sharing of information and self service providing on-line access to catalogues drawings and client specific data.

Retrieving Information:

The ability to search easily for information based on the context of content and category of information.

The new KnowledgeWorker® CRM module adds a new dimension to contact management, coupling contact records and relationships to content, data and projects. Contacts are created recording appropriate data based on the contact type, contacts can be associated to many projects, have relationships with many other contacts including: customers, suppliers or partners.

This CRM module is not only a customer relationship system but a complete contact networking solution.

As with KnowledgeWorker® the CRM module is easy to deploy with integration to MS Office and MS Exchange/Outlook including Outlook synchronisation, using the tools that staff are already familiar with.

CRM Linked with all the content produced in the lifecycle of relationships and projects makes this combination an invaluable tool for any organisation.