Contact Management

Ability to add and access names, phone numbers, mailing addresses, e-mail addresses, fax numbers and website addresses for each contact Ability to store multiple contacts and multiple influencers per organization Ability to record date, purpose and staff person assigned to each interaction Unlimited notes fields per contact

Event Management

Track all your sponsorship events or projects separately Track account history Report on each event separately Report on all active events in summary fashion

Document Storage

Store any type of document for an account Store any type of document for an account related to an event Easy retrieval of stored documents for easy viewing This allows you to have to all your account information together in one place

Search Facility

Search your account information for easy retrieval You can search all categories or select a search category Select a specific category to reduce your search results Search categories include contact name, comments and industry classification

Information Management

User defined system settings Unlimited number of records Assignment of account managers to every prospect and active account Ability to view prospects alphabetically and by priority, stage, industry and more Immediate notification of potential duplicate records

Time Management & Organization

Automatic e-mail reminders to prompt pending activities, next steps and appointments Ability to prioritize accounts based on user defined metrics Ability to monitor the effectiveness of your cultivation Ability to manage staff workload

Reporting

Ongoing tracking of account performance Several built-in reports

General Features

Internet based solution Immediate e-mail notification of system upgrades and improvements Ability to import data from previous systems Ability to export data for address labels and personalized communications Ability to customize with the logo of your organization, colours and graphics Affordable

Security

Secure and simple Password security Application runs in its own browser window with no back key Off site data back up and fully secured IBM server User defined time-out feature

Software Training & Support

E-mail and telephone software support Integrated and comprehensive on-line help screens Unconditional satisfaction guarantee

Additional Services

Data conversion services Development of additional modules, based on client need Consulting services