General Features
Account Management Activity Management Administrative Interface Contact Management Email Logging Expense Management Marketing Campaign Mobile Connection Opportunity Management Outlook Integration Project Management Reporting-Exporting Support Management System Architecture Task Management Template Management
Customer Relationship Management is the strategy that defines how you and your organization will manage the life cycle of a customer relationship.
Tour de Force gives companies that ability to create Templates for business and other documents that are used frequently during the sales cycle, as well as used to manage customer and other business relationships. For example, a company uses the same document when sending quotes to prospects and customers.
Templates allow users to be more efficient because the initial work when creating documents is finished, which means less time is needed when creating documents. Templates save time because users have a starting point for documents, forms, and business material. Users can add or modify text and design, or delete text or other content that does not apply.
Examples of templates that can be designed and used in Tour de Force include:
Templates are creating in Microsoft Word and saved as a .dot file. Then Tour de Force data fields are mapped to bookmarks in the Word template file. Finally, the Word template and mappings are published by the Administrative user of Tour de Force.
Templates are maintained by Account Root. Therefore, different templates can be created when a company has multiple regions or divisions that have different addresses or logos.