Accessible from your web browser and Outlook, this module provides one place to profile and track your interactions with key clients, businesses, and the labyrinth of investments, influencers, extended families, boards of directors, and other relationships that affect your revenue.
You can easily see all extended business and personal relationships that your institutional and personal clients have to save you time and get to decision makers quickly.
Reversible PowerRelate trees allow you to drill into multi-dimensional views of who knows whom within your world and in that of your clients. Quickly see which accountants, attorneys, financial advisors and other people influence your client base.
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Threaded Discussions
Quick Review for Better Customer Service
Visual Trees
Who They Are and Relationship Strength At-a-glance
PRM Activities
See All Partner Interactions
Extended Partner Profiles
Everything in One Place
See the real relationship instantly - View the strength and trend for every family, business and extended relationship with each client and revenue source.
Built on Microsoft CRM - Expand on top of the safe and powerful Microsoft system.
Work 100% in Microsoft Outlook - Manage your schedule, handle email, track calls right in Outlook to make the most of your time.
Provide special care to Key Clients - Instant visual ranking
helps ensures that every big customer is treated with care.
Streamline Communications - Use the optional Powertrak Call
Center for inbound and outbound scripted telemarketing and up-sell.
Account and Individual Profiles - Use unlimited fact fields to keep everything regarding past history and client preferences in one place.
Key Features:
| Product Details | |
|---|---|
| Instant Visual Scorecard |
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| See your Key Relationships |
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| Unlimited Contact, Account, Activity and Opportunity Profiles |
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| Streamline your Processes |
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| Built on Microsoft CRM |
|
| Use Microsoft Outlook |
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| Threaded Discussions |
|
| See Filtered Activities |
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| A Complete Wealth Management Solution |
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Powertrak is designed to meet the needs of specialized industries and Microsoft centric mid-size organizations.
Axonom, Inc. Headquarters
Minneapolis, Minnesota
7401 Metro Boulevard, Suite 200
Minneapolis, MN 55439
888-814-2880 (Toll Free)
Support: 888-814-1884 (Toll Free)
Fax: 952-653-0404
Local: 952-653-0400
Email: marketing@axonom.com
For More Information: Prospective Customer
For More Information: Prospective Partner