Relationship Management  
There is probably no asset that it is as valuable to your organization as its business relationships. This being the case, it certainly makes sense to dedicate attention to managing this asset. Managing relationships requires that you manage the information regarding the relationships such that your organization acts appropriately and within appropriate timeframes. It is this influence on the actions of your organization that make a practical difference and thus provides value.

The SPS Solution

The approaches of many software providers to Relationship Management are largely exercises in record keeping. Accordingly, many organizations implement software packages that are essentially electronic rolodexes. The Root Systems approach to Relationship Management views it as a component of Process Management. While process management solutions continue to provide the ability to record general contact information and commentary, this is now only a component of a much broader solution. Such solutions provide a means of managing day-to-day activities such as order taking, warranty claims, etc. Because the relationship information is utilized in performing day-to-day activities, the maintenance of such information is intrinsic to the business operations. This ensures the accuracy of the information and the capture of transactional information becomes a by-product of normal activity.

SPS Advanced Features

  • The SPS object technology, "Attributes", provides an infinitely expandable custom database for complete and sophisticated profile creation. This technology enables the end-user to create specific information fields, input screens, custom searches, and related custom reports.

  • Users can enter extensive categorized comments regarding each contact and view comment histories to help better track communications. In addition to comments, a variety of documents and activities may be tracked so that a complete history of interaction with each contact is maintained.

  • Multi-level category support allows complete organization of contact information. This feature works in conjunction with the SPS Application Framework to provide users with a customized view into the contact database.

  • Integration with the Email components of SPS ensures that key contact information is immediately shared with all appropriate SPS users within your company. Information exchange between users is automatic, even if some of the users are remote.

  • Multiple search options, including simple case-insensitive name searches, complete multi-field searches (including custom-defined fields), and the ability to deliver search results in report format.

  • The ability to associate information between multiple contacts such that a single update is reflected to all contacts automatically.

  • International phone number format support and zip code look-up for automated state and city entry.