The BOS thereby will save vast amounts of effort key-stroking data by advisors and administrative assistants. Naturally the result will be a tremendous reduction of time and errors associated with business workflow. Buts that s not all Omicron has built. In addition to an integrated suite of applications, the Operating System will support a Case Management Chassis, which allows advisors to more effectively manage client related tasks and inter or intra office networking, thus increasing the access to advisory expertise and enabling advisors to broaden out the scoep of advisory expertise they deliver to their clients. The Internet has certainly changed the definition of Contact Management and has introduced a number of new terms and buzzwords heralded by corporate America.
Lets take a look at the big picture.
Basically, CRM is a series of tools that support and automate a sales force. I m glad you asked because everyone always ups the ante of what you need and how important it is. Most industry wide CRM solutions have these basic features, and some may have many more. Contact Management to track sales leads and to have access to relevant client information. In some cases this has developed into its own hybrid niche called Knowledge Management.