Monday we introduced our ICT Leads and Proposals CRM. Yesterday we posted a look at the home screen and the agency pages. Today we will provide a bit more information on the Proposals/Contracts tabs. Screenshot at the left shows a view of the current proposals in the database. This is one of a number of predefined views of the data and includes the agency, the name of the proposal, the closing date and type of request. Clicking on an individual item will drill into further information about that proposal.
The screenshot at the right shows a similar view for contracts awarded. Again, the tab displays the agency, the contract name, the stage of the contract the vendor selected and the contract category. Additional information on the contract is available by clicking on an individual item. In both views, the sort order is selectable clicking on the heading.
Tomorrow we will look at the vendor tabs. In the meantime, email us for more detail at enquiries@customerman.com.au or by phone to (03) 9014 9610.
A listing of current ICT projects in Australia & New Zealand -- based on the published open tenders of the various government agencies as well as current projects discovered through industry contacts and newsfeeds.
Showing posts with label Our Products. Show all posts
Showing posts with label Our Products. Show all posts
Wednesday, July 27, 2011
Tuesday, July 26, 2011
ICT Leads and Proposals CRM - Functionality included
Yesterday we introduced our ICT Leads and Proposals CRM. We're getting good response from visitors to our site, but thought we would provide a bit more detail about what's inside the application.The screen shot at the left shows the default home screen. This is where the application lands you after a successful login. The screen is configurable to allow other information to be displayed if preferred. Click on the images to get a bigger view of each screen shot.
This screen shot shows the Account tab. This tab provides a listing of the government agencies that are being tracked by ICT Leads and Proposals. Clicking an agency will take you to a summary of the information available on that agency, including any tenders or contracts loaded for the agency, contact information as well as links to notifications published by the agency.
This screen drills down to the agency level. This pane shows the basic agency details including address and phone number. Other information not shown on this screen shot includes agency contacts, contract details, tender details.
Tomorrow we will look at the contract and tender screens and the information that they provide.
In the meantime, email us for more detail at enquiries@customerman.com.au or by phone to (03) 9014 9610.
This screen shot shows the Account tab. This tab provides a listing of the government agencies that are being tracked by ICT Leads and Proposals. Clicking an agency will take you to a summary of the information available on that agency, including any tenders or contracts loaded for the agency, contact information as well as links to notifications published by the agency.
This screen drills down to the agency level. This pane shows the basic agency details including address and phone number. Other information not shown on this screen shot includes agency contacts, contract details, tender details.
Tomorrow we will look at the contract and tender screens and the information that they provide.
In the meantime, email us for more detail at enquiries@customerman.com.au or by phone to (03) 9014 9610.
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CRM,
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