INFOtrac for AccountMate

Integrated, Customizable Customer Relationship Management

Unveiled at Synergy 2005, AccountMate's annual Business Partner gathering, INFOtrac for AccountMate® is a comprehensive CRM package, tightly integrated with AccountMate and flexible enough to seamlessly work with the other software and peripherals you already depend on.

Why CRM?

According to research firm CRMGuru, customers rarely said that they choose one company over another because of the price or functionality of the product (less than 20% of those surveyed). Instead, the majority of the preference was related to the service provided by the company. In short, customers prefer working with companies who take good care of them.

Customer Relationship Management (CRM) runs far deeper than providing a set of technological tools to make your business run more smoothly. It's a business strategy that places the customer at the heart of your organization's processes, activities, and culture.

Businesses are recognizing that the knowledge they have of their customers is their most valuable asset. Your ability to understand, predict, and respond to a customer's needs and requirements is key to the relationships you develop and maintain. Strong relationships translate to stronger long-term success.

Go Ahead and Dream

What if when a customer's invoice is past due, your system automatically sent a reminder notice via email with an attached PDF of the account statement?

What if you could automatically design email or mass mailing lists based on previous sales trends? And then track your results within the same system that generates your quotes and manages your contacts?

INFOtrac for AccountMate can easily handle these scenarios and more by capitalizing on two key advantages: integration and customization .

Connection vs. Integration

INFOtrac for AccountMate, an integrated CRM solution, creates a comprehensive environment for better understanding the customer.

Other Contact Managers, by comparison, even when "connected" in their own rudimentary fashion to other applications, fail to provide the reporting tools or detailed analysis on customer data found in an integrated CRM solution like INFOtrac for AccountMate. By their very limited nature, typical contact management programs do not permit the required level of integration with the accounting system or "backend" of an organization.

True integration provides streamlined access to customer information, purchasing trends, year to date seals, profit and margin information, and other account information such as order status, accounts receivable, and accounts payable. INFOtrac for AccountMate easily handles these requests and, thanks to the high level of available customization, provides them in an environment unique to your business.

Working with you

You depend on AccountMate as a flexible, scalable, and reliable accounting system. Why shouldn't your CRM solution be the same?

INFOtrac for AccountMate is highly customizable. From the layout of fields and screens to the structure of your contact categories, INFOtrac for AccountMate works the way you work. Instead of being forced to change your flow of operations to work with the solution, INFOtrac for AccountMate is flexible and bends to the way you work.

INFOtrac for AccountMate not only tightly integrates with your existing AccountMate modules, but it seamlessly coordinates with with a variety of software and solutions you already use. You won't stop depending on Microsoft Office, your handheld and portable devices, or countless other pieces of technology that are part of your daily work life - INFOtrac for AccountMate will help you use them better!

Functions and Features

INFOtrac for AccountMate provides a long list of CRM functions, including:

   Quick access to current information on clients and contacts

   Immediate access to your clients' complete informational history 

   Easy management of past, current, and future interactions with your clients, employees, and suppliers

   Automatic management of your meetings, phone calls, emails, and tasks

   Perceptive reporting and analysis of pertinent, real-time information

   Centralization of contacts, calendars, and other information

   Calendaring and personal productivity tools

INFOtrac for AccountMate is especially powerful for Sales Force Automation. It automates every step in the sales cycle, even providing synchronization with an outside sales force, ensuring your sales people always have current product, pricing, and customer information.

The Sales Force Automation abilities of INFOtrac for AccountMate include:

   Complete Sales Forecasting


   Sales Force Productivity Tools

   Lead Management

   Productivity and Profitability Analysis

   Marketing Campaign Management

   Telemarketing Follow-Up Tools

   Win / Loss Sales Analysis

   Crystal-based Reports

INFOtrac for AccountMate and Your Business

Nearly every business, regardless of scope and size, can benefit from a comprehensive, integrated CRM solution. If you're ready to explore a business strategy more tightly focused on providing the best possible service to your customers, call us toll-free at 877-867-1118 or email at