Welcome to the Learning Center
Customer Relationship Manager (CRM)
If you're frustrated with the cost and complexity of "old school" Customer Relationship Management solutions and wish there was a simpler way to manage and track your customer data, we have the answer. Use the CRM to schedule appointments, track sales data, create customized reports, and manage your customer and prospect information and much more.
- Monitor your sales pipeline
- Monitor your sales pipeline
- Track marketing ROI
- Manage Your Calendar
- Store contact data
- Import data from Outlook
Marketing Communications
Stay in touch with your contacts effectively sending sales and marketing messages. This a web-based tool that businesses can use to create marketing campaigns, access hundreds of sales document templates, communicate with your customers & prospects so you can close more deals.
- Access hundreds of sales & marketing document templates
- Create scheduled and automatic email campaigns
- Manage marketing communications
Issue Tracking
With our Issue Tracking application, you'll be able to track, document and resolve all of your product and service-related issues which will keep your customers happier and let you build better, more lasting relationships
- Track customer issues
- Create issue priorities
- Flag emergency issues
- Assign issues to employees
- Create automated issue alerts
Employee Data Manager
The Employee Data Manager replaces all of the papers and files associated with your employees, and stores them in one easy place on your computer. This application helps you manage your important HR data. Not only that, it streamlines your key human resources processes by allowing you to store all of your sensitive employee information in one centralized, secure location.
- Securely store your sensitive HR documents
- Create customized reporting
- Log your employee's job history
- Track and accrue vacation days
- Create organization charts
HR Communications
The HR Communications app helps you build a library of HR documents and materials, simply and cost-effectively. We give you access to a wealth of materials focused on core human resources areas such as recruiting, hiring, employee management, and employee discipline and employment agreements.
- Over 700 job description templates
- Create job ads
- Employee handbook wizard
- Hundreds of HR Letters & Document templates
- Correspondence & Policy templates
Corporate Minute Book Keeper
The Corporate Minute Writer application allows you to conveniently organize your corporate resolutions through a combination of automated reminders and template-based document creation. Minutes and resolutions are safely archived in electronic form on our secure servers and are available for review for up to 30 days so you can receive input from key advisors.
- Wizard Guidance
- Easily document your corporate minutes
- Securely store your minutes
- Create reminders
- Never forget dues
Risk Assessment
Use the Business Risk Assessment application to easily monitor outside and internal risks to your business. Take 20 minutes to answer a few simple multiple-choice questions about the state of your business each month, and our virtual consultant will generate a custom report detailing the areas of your company that might be exposed to security holes like identity theft or revenue leakage.
- Find possible Risks on Identity theft
- View a comprehensive report once your done