The ABECAS™ Insight Contact Management software module provides both Account Management and Topics Management. This allows the module to be used both for sales and marketing as well as for managing other items/topics of interest and value to the business. This very flexible and user definable module interfaces with the Identities module and takes advantage of the other ABECAS tools available, including dashboards, task agent and handheld devices.

The Account Management component focuses on customers and prospects, allowing prospects to be converted to customers. Additional relevant information can be added about these identities based on your requirements. For customers, the purpose is for the Account Manager to service their assigned accounts and to develop, track and close new business opportunities. Each opportunity can be described, measured and worked on separately. For prospects, the purpose is to turn them into customers by identifying opportunities and then working to earn their business.

The Account Management component provides an easy to use interface that displays all relevant information from open contacts details, including next contact by date, all or selected opportunities and all or selected customers/prospects. This allows you to select whatever is most relevant to your work process and immediately see related information. For example, in selecting a follow up activity, you can see the related customer/prospect information and opportunity, prior contact details, and the current task. This task can be completed, a new task performed and recorded, and a follow up planned. In the same ways, opportunities and customers/prospects can be reviewed and selected for action, as appropriate.

The Account Management component allows a value to be placed on each opportunity with a status and a probability factor of converting this opportunity to new business. This allows the Account Manager and Sales Manager to assess the “opportunity” pipeline and to plan accordingly. The performance of Account Managers can be tracked and assessed. Marketing campaigns can be planned and executed based on the information available on opportunities and on customers/prospects.

The Topic Management component focuses on tracking and managing information related to topics defined by you that need to be tracked for any identity type, including vendors, shippers, consignees, carriers, drivers, salespeople, contractors, customers, workers, and more. This allows you to have as many different topics as required for each identity type. As details are entered for an identity related to a topic, the topic master is updated and can be used for status management.

The Topic Management component is particularly useful for tracking contracts, licensing, violations, discipline, job requirements, events, and more. For example, if a driver’s license is required, then the relevant information and currency of the license can be tracked, with reminders for each renewal and for the tracking of the renewal. Similarly with medical tests, skill certification, drug testing, training requirements, and so on. This allows expirations, renewals, and other date related requirements to be quickly and easily managed, either by identity or by type. Managers can easily assess the status of requirements and the related activity.