is ALERE’s integrated contact manager. For ALERE the term
CRM means Company
Customers and suppliers and their respective contacts and
prospects, are seamlessly blended together where all the
critical information you need to manage your relationships
with them is at your fingertips.
sharing information is central to the function of a good CRM
package, InTouch has two-way
links with Microsoft® Outlook which provides
connectivity for appointments, tasks, and emails sent or
recorded by either product. As an extension, information
natively placed by InTouch through the two-way link, can be
utilized by the tools in Outlook.
companion InTouch product, the ALERE Mobility Module, goes a
step further and employs the Cloud to share ALERE
information with an expanding list of mobility devices.
Contacts, companies with which you do business, and
prospective contacts, companies with which you hope to do
business, are maintained in separate files. This way
marketing campaigns and other activities can be directed to
either prospects or regular contacts.
To that end, InTouch provides an environment that manages
prospects in a parallel manner to that of companies and
contacts. Prospect profile and contact screens mimic company
profile and contact screens. Enticing a prospect to do
business with you may mean providing them with more than one
quote. So InTouch provides a quote system similar to the
standard sales order quote in ALERE.
the appropriate moment, prospect contact information can be
converted to company contact information using a template to
populate the information needed when creating a new company.
You have the option of also converting “prospect quotes” to
“standard sales quotes” or into live sales orders during the
contact and prospect companies have screens that have
numerous tabs, each handling a specific function, which
makes organizing and searching company information easy.
Since your business is unique, a profile can be designed to
collect completely customized information about a company
via three columns, each containing thirteen user-defined
fields, as well as four memo-style note fields.
notes, scheduling appointments or adding tasks are never
more than one click away. Logs keep a record of all contacts
with that company including every contact recorded from
within ALERE, as well as any emails sent from within
information on contacts within a company include a contact
image and six user-defined miscellaneous fields.
A synchronized record of all communications with that
contact is provided and
includes all the contacts recorded from within ALERE, as
well as any emails sent from within Outlook.
order activity related to a company is easily available,
with drill down to the actual order records, and it can be
organized using a set of filters. Likewise, items that have
been shipped or received from that company can be reviewed
in the same manner. An itinerary provides a list of all the
appointments and tasks defined within Outlook for the
Messaging and marketing campaigns using email is handled by
InTouch through the use of a user-defined rules screen to
create a list of people or companies to receive the emails.
Mass emailing can then be sent to multiple recipients based
on these rules or by a previously saved email list.
Separate screens within InTouch are devoted to displaying
contact calendar and tasks scheduled by Outlook. Sales teams
are supported and login access can be used to determine what
information is available to teams or individual users.
InTouch brings you a superbly integrated contact manager
that can take you all the way from your desktop to your