Collaborative CRM

POOL4TOOL is the only CRM solution on the market that offers a full range of collaborative data management with external partners.

Enhance the productivity of your collaborations by providing your partners with access to your contacts, leads, accounts and opportunities.

Benefits:

• Better coordination and collaboration
• No more double entries of contacts, accounts, or opportunities
• All parties stay informed about the activities of the entire account
• Coordination of sales procedures with external partners
• Easy support of lead notification and lead protection processes through partners
• Automatic update of contacts when booking external data sets

Highlights:

Opportunity Management With Partners

If your sales partners are also using POOL4TOOL, they can share their opportunities with you without your being able to change the data. The partner can decide how much information to share — for example, whether or not the client's contact person data is included. You can receive opportunity reports on your partners' projects, without having to enter them manually.

Provision Of Contact Data: RAAD Consult's Customer Database

You can register for RAAD Consult's customer database online. It positions you to find an extensive dataset in your contact database. Asset management is included. When RAAD Consult finds out that a lead's company employee has changed his or her position, the contact data is updated by RAAD staff. The entire account database system is then updated, which results in an up-to-date database for you.