The data for all your relationships is now in one place, managed. TRM™ let's your organization manage substantially different types of relationships such as customers and prospects, employees, various business entities, vendors, partners, investors, job applicants, help desk... you get the idea... any type of relationship.
You can fully and visually customize the screens and data points for each type of relationship while enabling role based access and flexible data sharing between business divisions based on any criteria such as business needs or job function.
Business divisions can create their own Virtual Environment and completely customize their environment including data points and user interface and marketing campaigns. Data can be shared selectively between Virtual Environments, and managers can specify data sharing settings between different business entities or for different users and groups to access the data they need while working within their own environment.
TRM™ delivers a groundbreaking what you see is what you get wysiwyg screen designers right in your web browser.
It allows you to define and customize the screens for different types of companies, contacts and activities without requiring any programming. Different types of relationships require different data points and different data entry screens. For example, the data points you may want to record for a job applicant will be quite different than those for an investor... so go ahead, check it out.
When you customize the user interface for different types of companies, contacts and activities, the storage of the values entered into these fields by users is handled for you automatically. TRM™ includes many predefined company, contact and activity types which you can customize, copy and modify or create completely new ones.
You can share data from your TRM™ virtual environments with other Corporate Central users and groups and subscribe to data shared by others. The granularity of control over data sharing will amaze you - it spans the gamut between shared editing of all data down to a record and field level in read only mode and everywhere in between. Free, paid, subscription, and data exchange based sharing options are available.
With TRM™ Master Data Management, various types of customers can be visually defined with varying attributes and cross source key-based or custom sync takes only minutes to setup. Criteria can be easily setup to define time sensitive and actionable information in the data which in turn can trigger a visually defined process such or an alert. Data accuracy determines organizational ability or inability to create useful and rewarding interactions with its' customers.
TRM™ has been recognized as an industry leader by industry analysts and by our fortune 500 customers who use it as a key components with any CRM solution they may be using, including TRM™. We invented the concept of big data gathering for our fortune 500 customers in the early 2000's in the context of a single view of any person and particularly a customer is a core building block for any organizations' long term success.
Join the many TRM™ customers who are reaping the benefits of timely, accurate and complete customer-centric information with common applications for improved customer service, actionable cross-selling and up-selling, data cleansing and validation, auditing, security monitoring and integration of data throughout business processes and mobile workflows which are commonly orchestrated using Corporate Central's WAG™ Web App Generator. Many fortune 500 customers rely on TRM™ Master Data Management with it's industry leading integration. TRM™ customers come from many verticals including banking, health care, insurance, commerce, real-state, telecom and high-tech.
TRM™ Master Data Management enables organizations to increase revenue, decrease costs, improve customer satisfaction and retention and reduce risk by integrating useful and actionable information that is visually and immediately available to the business via rapidly created cross-platform WAG™ Web App Generator apps and via general easy to use APIs for integration with corporate applications and workflows. Our comprehensive end-to-end approach and our pioneering position in the industry sets us apart from other solutions which only offer pieces of the puzzle and leave allot of additional work for the data to be easily gathered and be made useful in the organizations evolving business needs.
Now you can synchronize your companies, contacts, activities and calendars to Microsoft Exchange and Outlook and from there to your mobile phone.
Just sign-in and select your sync criteria then watch your data sync almost in near real time to your Outlook Contacts, Calendars and Task folders; and from there to your phone.
TRM's integrated MailBlaster™ technology let's you quickly define and execute sophisticated marketing campaigns that combine web, email, fax, call-downs and mail communications. TRM™ makes it easy to create campaigns that target your best prospects, customers, investors and any other criteria-based audience to help you communicate information and market your products and services. You can easily meet regulatory requirements or drive revenue growth through proactive communication.
Author your marketing template in TRM™ and MailBlaster™ will automatically customize your message for each recipient, then deliver the message i.e. via email or fax and tag delivery status for each recipients. Check your Contact's Activity record in TRM™ to see all marketing send including delivery status. Now you can begin your call with your prospect by saying.
TRM™ puts strong emphasis on keeping your data clean. This maintains data integrity and usefulness in TRM™ and other systems and provides a single globally unique id for your Companies, Contacts and Activities. TRM™ actively guides users to avoid duplicates and helps them to easily merge duplicates. For example TRM™ prompts the user when they enter a possible duplicate Company record and allows them to choose from a list
of Companies with similar names. If a user spots a duplicate record, Merge Duplicates function is one click away. When records are being imported or synced , TRM™ merges the source data instead of creating duplicates; for example, TRM™ will create a new Role for an existing Company record instead of a duplicate record.
TRM™ has its own built-in time machine and a full audit trail. Every change to data is recorded and a user can go back in time and experience the data the way it was at Any Point In Time. Checking back in time does not affect other users who are working with TRM™. This amazing capability is available system wide, at the record level and even down the field level. Permitted users can even revert - at a record and field levels - to the data the way it was at any given point in time.
In real life scenarios, a Company or a Contact can have more than one Role with your organization. For example, a company can be a Customer of one of your products and a Prospect for another product. With Tracker TRM™, each Company and Contact can have several Roles. Users are not forced to created duplicate records for company and contact records that have more than one Roles. This helps maintain data integrity and a single globally unique id.
TRM™ displays Companies and Contacts based on the user's permissions to specific Roles. Users can work with the Roles that they have permissions for or narrow down to work with a specific Role. In the above scenario, you can specify that Sales users only work with the Prospect Role and Support users can only work with the Customer Role while Managers can work with both.