Relationship Management

Collaboratively Manage Important Opportunities and Relationships.

The xCatalyst Relationship Management System (RMS) was designed to enable organizations to manage their day-to-day business relationships. The RMS provides anytime/anywhere access to critical information and relationship history using any web browser.

Using the RMS will help build and maintain the critical relationships common to all organizations. The RMS automates the following key areas of relationship management:

• Granular roles and privileges enable you to keep confidential information confidential, yet provide public information to people who need it.
• Manage company, prospect and contact information from an intuitive and easy to use web application.
• Automatically promote prospects to contacts without additional data entry.
• Track and close sales consistently by automating process workflow.
• Track telemarketing activity.
• Streamline sales management through automated and consistent workflow that you define.
• Point and click reports give you instant access to critical information. Ad Hoc reporting when you need it, complete with data export to Microsoft Word and Excel.
• Manage an unlimited number of opportunities for each contact. Track individual opportunity history.
• Manage contact, opportunity, scheduled and historical activities. Share this information with your work group. Avoid embarrassing knowledge gaps.
• Point and click relationship history so people work together and stay informed.
• Send e-mail communications to prospects or contacts then track click-through responses. Responses become part of a prospect or contacts history.
• Route activities and opportunities to the right people for resolution, escalation or reassignment.
• View xCatalyst website membership information with a click of your mouse.

View the RMS Datasheet