Rapport 3′s Contacts module enables you to effectively manage your business contacts, assign them to individual projects and manage relevant business development tasks.
Rapport 3, as an integrated Practice Management Solution, streamlines and consolidates multiple databases of client information. It gives you the tools to manage, forecast and track all client contact, new business opportunities and employee interactions through all phases of the business development cycle.
Rapport 3′s simple approach to contact management enables you to access key project contacts quickly and easily. In addition to storing more traditional contact details, Rapport 3 also has fields for Facebook, Twitter and LinkedIn profile URLs and a click through option, allowing you to access public profiles without having to search the websites’ extensive databases. Through the addition of the Email Management module, emails associated with projects will automatically be associated with the relevant contact too.
Using the Microsoft Exchange Integration module, contacts entered into Rapport 3 will automatically appear in the global address list, making them readily available in Outlook or via your smartphone.
Enabling effective business development
Tracking business development tasks is made simple with Rapport 3′s Contacts module. It enables business development tasks to be stored against a contact name, making it easy for you to see if an individual has been contacted or is scheduled to be contacted by any member of your organisation.
Recent updates to Rapport 3 enable you to activate a business development tasks panel on your Rapport 3 homepage, showing outstanding tasks and contacts who have received no logged communication in the last 1, 2, 3 or 6 months.
Contacts can also be organised into campaign groups where Rapport 3 can track the campaign progress. This can aid with anything from a simple Christmas Card list through to a targeted marketing campaign.
Features
- Business Development
- Assign Contacts to Projects
- Searchable Database