Frequently Asked Questions
Relationship Management & Tradepoint Web Module
have a specific list of categories we need within a CRM package. Does Tradepoint
allow for different categories?
we do allow for categories. You can have literally hundreds of categories and
within each category you can have multiple statuses assigned within a drop down
list to each category if necessary.
the ability categories is available, is the set-up included in the
can be included for an additional charge. However, this topic is covered in
Tradepoint allow for multiple databases (i.e. Such as purchased e-mail lists that do
not come with contact information)?
the "Unsubscribe" functionality come with Tradepoint’s
merge and de-dup of multiple users included in the
can merge with Outlook however, it is designed to replace it using POP3 setting
provided by your ISP provider.
is the additional OVERAGE charge for e-mails over your allocated
on if we're hosting your email. If we are then there is no overage fees, only a
per account cost per year. If someone else is hosting your email then those
costs are up to them, but since our system is on your computer there is no
additional charge from us.
the website come with this product?
complete website does not come with the software. The web module provides a full
e-commerce web site module that can be customized with your graphics. We have a
one time implementation fee if we implement your graphics within the framework
for you, or if you have an asp.net programmer or someone familiar with asp.net
then you can have them do it within our framework. We also have graphic designers that we
work with that can quote you if you require graphic design work for your web
it comes with the product, are there some templates and is set-up included in
does allow you to manage a website from the Windows application. There are
templates that can be adjusted easily to your specification included in the
software. The setup of your
graphics within the framework can be done for you by a programmer familiar with
asp.net or we can do it for you for an additional charge.
CRM software is lacking in a secure portal that can be accessed by clients at a
different location. Would the web/member services serve as this portal
and can clients then view their own relevant information and any forms
The Member services area directly supports clients accessing (with your security
settings controlling what they can and cannot see and what they can and cannot
update the following:
Information (contact information, login rights under your company,
subscriptions to news letters etc.)
documents (any document that you've stored under the customer record that they
have web security to be able to access)
that they are assigned to including adding notes, tracking progress, and
documents (see below)
that have been scheduled with them (including confirmations, and declining the
appointment which will notify the person that created the appointment and will
ask the client on the web site for 3 alternative dates that they might be
under Projects, Tasks, and Appointments with uploading of revisions, and full
indexing and key-wording.
tracking for support including status, updated details, documents
we need to purchase Tradepoint for Windows for each desktop if we had Tradepoint
the web module be available as a Software as a Service as
a customer purchases the web module and it is assembled for them they have the
ability to adjust and change it to meet their needs as a result we are not able
to offer it in a lease or as a Software as a Service. Essentially, for us to be
able to lease it we would have to be able to provide maintenance and support for
it as well and when we release it to you it is completely yours so, it is
available to purchase.
you fax forms to customers from the software and can they fax forms into the
software? To be able to pull up a form from a customer account and then fax it
from the software is a huge timesaver.
you use Microsoft Infopath, yes. We are also working on our own form
generation tool at this time, but for now we use Infopath, and our template
technology under documents to work with forms and all forms can be viewed,
edited and printed and are stored directly under the contact with full indexing
information so that they can be quickly looked up based on responses
it possible to have real time help through the web with clients in filling out
forms, so we can actually help them fill them out while they are filling out
can easily customize the forms that are built by Infopath on the web with
detailed help in whatever way you wish to have them show up. Your only
limitations are HTML and even then you could use videos, and Flash animations if
you wished at any given point.
much of the web product is cleartext source code and how much is
precompiled/obfuscated? I'm primarily interested in using this product as a
framework to build my own future development efforts atop and so am hoping that
most of the source is cleartext?
vast majority is in ASP.NET 2.0 easily editable classes and pages, built
with MasterPages functionality and XHTML compliance in mind. Some of the
functionality like the URL re-writing functions and some of our search engine
optimization tricks are in a compiled DLL, only because ASP.NET requires them to
multiple forms and templates be accessed by individual customers through the
web? Can these forms and templates also be filled out and then faxed or emailed
from the same Member Services login?
can build whatever forms you would like using our web technology. You can
easily create views of those forms that are printable. eiki.com does something
similar for it's lens calculator. You simply input the information about your
projector and it will present you with a printable form that has all of the
information about the lens type that can work with your projector and your
requirements. Once it's printable, then it's faxable and it's also
emailable. You can extend our database system very easily to store custom
information in those forms, or you can simply use the Custom Data fields the way
dynotrack.com does when filling out their forms.
you can use Microsoft Infopath, integrated with Tradepoint to create forms, and
store their information in the document management system, which will
automatically keyword and index the XML based Infopath documents. Using
the rich editing tools in Infopath, it is easy to create very complex forms, and
using the Infopath publishing system to the web they can be available to the
web. You can also then process those forms online and fax them etc.
Depending on the complexity of the forms (i.e. are they multi-step,
deterministic forms?) this may be your best bet.
a document be scanned and then uploaded into the web from another
electronic document can be uploaded into the web from anywhere via the secure
member services area. The scanning has to happen on the client's machine,
so the client scans it, and then uploads the resulting file. So the
process is a two step process and the ease of scanning a document into a single
file will be determined by the software that came with the scanner.
using Exchange/Outlook right now - would we still need Outlook, Exchange or some
other mail server (or none of these) in addition to this?
will work with any POP3/IMAP or Exchange server to send and receive email. You
don't need Exchange for collaboration or anything else. If you've paid for it
though, you might as well install the POP3 connector and just use it like a mail
server unless you want to outsource your email.
currently collect quite a bit of custom information from our customers during
the order process. How expandable/customizable are the fields for the CRM
package? We'd want to add tons of new data fields for each
Custom data functionality which is throughout the software on almost every
window allows you to enter any data you want, and categorize it and order
it however you want. Further, it allows you to define data types so that you can
enforce date formats for example, or that the possible answers are from a list,
or a number or percent or just about anything else.
of customizing, could you send me a guide on your API, or any whitepaper you
might have? Most of my questions revolve how I can adjust and extend
API generates it's own documentation as it's a .NET .dll library.
(self-describing with detailed documentation on every method and function). We'd
be happy to show it to you to give you a better idea of it's power and get right
into that, but we don't release our API outside of our signed customers (and
their contractors) because of the power of what it can do against our
software. (and hence why all extensions created have to be digitally signed by
many dotcoms can we set up and support with a license of this? It's a server
product that we buy, host, extend, etc so we can use it for as many dotcoms as
we like, correct? Would these all run and be managed as separate instances/DBs?
We have dozens of small, few-page dotcoms we would like to support but only 1-2
"bigger" sites so it's important to us that it's a one-time, purchased license.
Speaking of which, since this is a server product it would cost us no more to
support 8 employees than it does to support 200, right?
is actually a full windows application with deep hooks into the web. Microsoft
calls our type of application a "smart client" which I think is an appropriate
term. However, even in the case of web applications such as salesforce.com
etc. there is a per user fee, and Tradepoint is no different.
Tradepoint sets itself apart from a purely web application in that it can work
online and offline. You can be anywhere with or without an Internet connection
and it will establish a 3x512 bit encrypted connection and synchronize data as
soon as there is an internet connection. That combined with the very rich user
interface that we provide sets Tradepoint apart from a purely web based
web site with a unique URL requires a separate web site license, although you
can manage that site and all of the others from one database if you
wished. Keep in mind that we offer 4 levels of Web Module depending on the
functionality required from basic pages with no e-commerce to a multinational
web site with e-commerce.
we schedule and see PROJECTS in a Calendar view?
the schedule shows in a collaborative form so you can see who is working on the
project, what hours they are available and you can track the time that has been
spent on the project through the punch clock built into Tradepoint. Billing can
also be done based on hours that have been scheduled as well.
multiple schedules be created on ONE PROJECT?
you mean for multiple individuals or in your case multiple sub-projects within a
project(for example installing an electrical system as well as plumbing in a
house?). If so, then yes because the system is fully integrated with the
collaborative scheduling system and thus every team member can have their own
schedule laid out, and all appointments within the detailed plan of the project
will also show within their schedules.
we upload and assign pictures and docs to a
documents and pictures can be uploaded in any document type from Microsoft
Office, PDF, and numerous picture formats. A link can also be established
between high resolution pictures and other documents such as blueprints allowing
instant access to these documents that would otherwise take up a great deal of
long does it take?
can vary depending on how quickly we have the information we need from you. We
perform a systems analysis on your current network and need general information
on each machine you would like
Tradepoint installed on(processor speed, available memory, type of
anti-virus and spyware software used, etc.) In addition if you would like any
data files from current applications you are using uploaded we would need that
as well. The quicker we have that information the quicker the installation will
is included to begin and on an ongoing basis?
are two types of training, User based and Administrator. The Administrator
training encompasses security permission and the related customizations as well
as establishing what type of users have access to which information and related
functionality of the software. The user based training covers the remaining
functionality of the software for those who will be using it on a daily
basis(CRM, email, scheduler, Project Management, documents, etc.).
this included in set-up?
speaking as part of the set up and installation, no. We do cover customization
in training. Tradepoint is customizable throughout the software giving you
control over your business process. We recommend the client do their own
customization because as your business evolves you will know how to adjust
Tradepoint to meet changing needs in the future. We will show you how to setup
custom fields within the system and discuss all of the places that you can add
custom fields to during training.