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Products » Business Management Software » CRM/TaskWise
CRM/TaskWise, An Exciting Innovation in Business Software
Are you interested in building a smarter company? Do you want to strengthen business relationships and give better service? Ever wonder if you are focusing your attention on the important work?
TaskWise can help! TaskWise is an exciting innovation in business software that combines the vital functions of task management, relationship management, exception management, and information sharing into a single company-wide system that integrates with your financial data! Its purpose is to enable you and your co-workers to work smarter and more efficiently with access to the information you need to do your job in an excellent way.
Traditionally, the company functions mentioned above have not been integrated. Financial software has tracked its own numbers, CRM software has its version of customer data, different departments have tracked their own work schedules in their own ways, information is not easily shared company-wide, managers are forced to hunt for exception conditions that need their attention, and so on. TaskWise incorporates all these functions and breaks down the barriers between them to create an incredibly valuable system that links and benefits all individuals and departments.
When You Use TaskWise...
- Your customers and partners should get better service and followup
- Your management and staff can focus on task lists that show:
- What needs to be done and why?
- Who needs to be involved?
- When does it need to be done?
- Your business exceptions and followups are identified, tracked, and resolved on-line:
- You're not forced to print a report and resolve issues off-line
- You don't have to wonder if an e-mail message has already been resolved
- You can manage your daily work through one convenient "portal" that provides access to all the programs in the SouthWare Excellence Series
- Your other SouthWare Excellence Series modules become the "engine" that drives intelligent alerts and tasks and the means of completing tasks
- You can train new users much faster - they only need to know how to work from a department or personal "To Do" task list
- As you automate task and exception management your system continually grows smarter and your job becomes easier
Our tools combine task management, relationship management, exception management, and information sharing into a single company-wide system that integrates with your financial data. How's that for innovation?
- Quick review of key business areas
- Track and manage contacts and tasks for your people
- Automatically monitor key data
- Instant alerts of problems that need attention
- Keep and analyze summary statistics on all your business activity
- Interactively review your financial statements at any level of detail
- Experience total insight into your overall financial picture
- Know instantly how well you are achieving your goals
- Monitor and improve your customer, vendor, and employee relationships
Please complete the form below to find how you can get SouthWare
You can also contact us at 800.547.4179 or info@southware.com