DocPlus® Contact Directory centralizes the contact details of all partners and contacts within the organizations you interact with, so that any authorized user can instantly access contact data to easily and effectively communicate for the benefit of the organization.
The module is considered by secretaries, sales and management departments to be a veritable oracle as it accumulates contact data and information from all users which is then available to the whole organisation. Most importantly, this data remains in the organisation regardless of staff movements and can be used without wasting time reconstructing information.
The module integrates natively with other applications, and data can be accessed for example for the Contracts, Invoicing and Projects applications. An important aspect of the Contact Diary module is the possibility to work off-line, allowing access to information from any location, during a discussion, negotiations or when you have lost your contact details while travelling to a meeting.
The module makes it easy and fast to manage the identification data of business partners (suppliers, beneficiaries, etc.). This data is structured into a Company Sheet, which contains company-specific information, including fiscal data, and a Contact Person Sheet, which contains data specific to the people with whom you interact.
The way this information is structured will determine the effectiveness of marketing campaigns, the rapid identification of people with whom you collaborate, and the reports on the structure of your customers.
The application includes a functionality to send information and marketing campaigns to people in the database, which take into account a cadence so that they are not blocked by generic systems such as gmail, yahoo. Moreover, additional information on the quality of the mailings can be accessed through the mailing reports.
