The CRM (Customer Relationship Management) is designed to combine contacts from the Mallcomm app with Non-Mallcomm users in a single centralised location.
There is an option to allow the uploading of contacts from Excel files which can then be stored in the CMS for daily use. A user can search for specific contacts and filter by contact type. The user can also create and save their own subsets as custom lists from the main contacts. If required, these contacts can be linked to stores allowing for the filtering by contact type and by store category or access level.
It is also integrated into the app, for use around the centre. The app can be updated live in real-time and allow the user to call people and updated their information and notes on the go.
Multiple emails and phone numbers
In the CMS and the app modules, the user (centre management or store manager) can add multiple email addresses and phone numbers to an individual contact
In addition to adding multiple emails and phone numbers, you have the ability to change what the contact info type should be i.e. Phone, Office, Email etc. Similar to contact types, contact Info types can be added
Using the CMS Interface
The CRM interface on the CMS is designed for you to filter down to the specific information you require. Now with the addition of multiple contact info, you can export all of this information to a CSV or simply just browse around for the information you need.
You can also edit a contact directly from the CMS.
If you have any further questions or would like more information about this module, either get in touch with your account manager or send an email to firstname.lastname@example.org and we can tell you how you can activate the CRM.