Make the most of your your time with the Tradepoint schedule
Tradepoint Business Management
Software features schedule and appointment management tools
incorporated into key features within CRM and Email functionality for efficient
time management and communications. Companies have the ability to shape and
maximize different roles and work flow processes for focused profiles and
integration at key points between different roles within a company.
Toronto, Ontario May 26, 2008 - Tradepoint Business
Management Software includes a dynamic Schedule with tolls extending
into the CRM, Accounting, and Projects for efficiency and easy usability for
different roles within a company. What you do with your time and what the
results are define the profitability within your company. Time management
naturally extends into other realms such as customer activity, billable hours,
working in a team environment, planned activities, and email communications. An
easy to use look and feel with diverse tools just a few clicks away from your
scheduled activities.
Tradepoint's dynamic schedule extends
into other functions within Tradepoint including CRM, Projects, and
Accounting. From the CRM point of view some of the main functions within
the Schedule address:
-
sharing appointments with other team members and
adding contact to appointments
-
multiple views of your schedule (weekly, daily
and monthly)
-
categories with event management and different
properties for each appointment category
-
add documents to each appointment as
necessary
-
track appointment history to a contact when they
are added to an appointment
-
reminders and alerts for appointments as they
are due
These are just some of the tools
within Tradepoint's Schedule that extend more traditional
functionality to CRM functionality for a more complete view of actions that
stem from a schedule. Effective time management is necessary for an efficient
business environment. Functionality that extends time management to actions give
companies tools to enhance their efficiency and profitability.
Accurate scheduling and planning are critical to
successful project management. All of the Scheduling tools within the Schedule
are also available within Projects in Tradepoint plus automatic reminders for
appointments generated from a project and scheduled appointments that are pushed
into projects as they are planned in either the main schedule or the projects
schedule. This way there is an awareness of existing planned appointments when
planning out time lines for projects. Projects also includes the ability to add
employees as well as contacts with the client involved in a Project to an
appointment.
To extend the
benefits of the Schedule functionality one step further Tradepoint also
includes the ability to bill for an appointment directly from the schedule as
well as from a Project. Billing activity is attached automatically to the
customer's account and/or the project to avoid double data entry
into the accounting system.
These are just a few examples of how the Schedule in
Tradepoint takes time management and extends it into actions offering companies
the ability to make the most of their time with Tradepoint. A 30 day trial is
available for you to see if Tradepoint is right for your company. Contact us and
register for your free 30 day trial at www.tradepoint360.com
About Darwin Productions: Darwin Productions is a
Canadian software company developing innovative software solutions for small to
medium and larger growing enterprises since 1999. Tradepoint Business Management
Software has been available publicly since 2004.
Contact:
Jennifer Pardee
Marketing
Director
918-708-1768 Direct
jpardee@tradepoint360.com
www.tradepoint360.com