Case Studies
Contacts management is one of the main problems that you need to solve if your business dictates that you have to contact with lots of people during the day (customers, outsourcers, investors etc).
For freelancers and sole proprietors
Let's try to find out, how Contactix.net can help solve the contact information storage problem. Usually such information is stored in lots of places (e-mail client, instant messengers, notepad, PDA, cell phone) and you have to contact lots of people each day. How can you improve the search effectiveness for each contact? How can you centralize all of them in one place and have access to them from any place with internet access? The answer is simple - Contactix.net.
By now hundreds (or even thousands) of people optimize their business activities by using the Contactix.net service.
Let's look at the real-life examples:
You need to find all info about your outsourcers (designers, coders, copyrighters)?
- Login to Contactix.net
- Select the appropriate tag (designers, coders, copyrighters) and you got it
Need to recall what did you spoke about with your potential customer yesterday?
- Login Contactix.net
- Select "customers" tag or enter any word that you remember about him, and in real-time you get his full information card with notes that you added yesterday
Your contacts database got larger? You need to structure them more logically?
- Login to Contactix.net
- Select the "Groups Management" section and create appropriate contact groups
- Move contacts in respective groups
You have a teammate? he has his own contacts? How can you be substitutable?
- Login to Contactix.net
- Select "Users Management" and add your teammate as user
- Select the contact groups he should have access to, and... there you go. Not really hard, is it?
You are not satisfied with just contact groups and need to perform search by different criteria?
- Login to Contactix.net
- Select the appropriate contacts
- Add tags to each contact. Now you can use the tag cloud for search, in addition to general and group search
For small and medium companies
What makes a company valuable? Of course, that's a lot of things, but the most fundamental are: the personnel and corporate contacts. They say that person's effectiveness consists of two parameters - WHAT he knows multiplied by WHOM he knows. That's why if you are a small-to-medium sized company CEO, then the contacts management is what you will have to solve in the meantime.
There are a lot of propositions of CRM systems on a market now, that require quite a lot of time for adoption. Also, there are software solutions - for example, address books that are installed on Windows-based PC's of employees. But do all these solutions give you really fast and convenient contacts management? Most likely the answer is "no".
The distinctive aspect of Contactix.net service is possibility to start using the system after 5-10 minutes of first acquaintance. This service will also serve as a useful network address book and notepad for your employees, where they can store work and personal contacts.
Let's see how Contactix.net can help you solve the most typical management issues of your enterprise.
For example:
You are tired of these yellow papers on each and every table? You are constantly losing contact information?
- Purchase "Business" package at Contactix.net
- Add each employee as service user
- Show them how easily you can add and search new contacts
- Tell them that they also can store private contacts at Contactix.net
- Just watch those yellow papers disappear completely
Have a couple of different departments? Need to organize the workflow with different contact groups?
- Purchase "Business" package at Contactix.net
- Add departments as groups in "Groups Management"
- Add contact groups. For example, "providers", "customers", "outsourcers" etc
- Add employees as service users and tie them to respective department and give them access rights to respective contact groups.
Congratulations! Now you have already created contacts management system that is perfectly suited for your business and successfully integrated into corporate structure.
You need to make your employees substitutable? They should know the status of their workmate's contact?
- Purchase "Business" package at Contactix.net
- Add service users with usage of master/slave logic
- Give them same group rights
- Instruct them to add notes to their contacts
Now you have a business that is more resistant to disappearance or illness of an employee - he can always be substituted by a workmate.
Your enterprise has grown up? Everybody got accustomed to Outlook? You need a web-access to main contact database?
- Purchase "Enterprise" package at Contactix.net
- Setup the LDAP server synchronization
- Setup the LDAP synchronization in Outlook
- Create departments and contacts groups it Contactix.net
And what we have in the end is a fully synchronized and centralized corporate contacts database with web-access from any workstation within company.
Also, don't forget to instruct your employees that contact search can be made even easier with tags.
Success Stories
- Mirotel, Alexander Krivous:
- «Our company was one of the first that incorporated newest online contact manager Contactix.net from JeraSoft. As a CEO, I'm very pleased with functionality and capabilities of this service.»