Find, Process, and Update Hundreds of Customer Records at a Time.
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 JCAMS® is a customizable
window into your customer data.
The image shows various user-configured search fields at the top,
followed by a list of folders, Accounts, and Contacts, and then mass
email, mass move, mass delete, and mass update controls at the bottom. |
Joint Client Account Management System® Overview
JCAMS® is CRM-gx's client/ company search tool. Over 2 years in the making,
JCAMS® innovative technologies make it the world's most advanced Account
Management system. Like our other systems, it is designed to save time.
A Fully Customizable Window Into Your Database
JCAMS® allows you to define which customer/company fields to search and
display. For example, if your business tracks four specific fields for all
clients, you can define and display those fields for every record. In other
CRM systems, search results show contact and company name fields, forcing
you to open each individual record for more information. This is particularly
irritating for fields you want to view on every record.
The search tool in competing CRM solutions searches by contact or company
name. However, what if you want to search by telephone prefix, gender or
email address? Getting the dataset you want in other CRM systems requires
a time-consuming SQL query or management report.
JCAMS® eliminates the need for most management reports by allowing each
user in the organization to define search fields and result fields.
In the example below, an organization has defined 4 custom fields, Type,
Active, Grouping, and Workflow. JCAMS allows every person in the organization
to display and search these fields directly.
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It
takes seconds to configure JCAMS to display the fields you want. Once
configured, every search delivers the information you need on every
record, without having to drill down. |
Sixteen Direct Action Controls (DAC) on Every Record
When you're managing client relationships, you want to spend your time with
the client, not with your CRM system. That's why CRM-gx puts the power of
16 Direct Action Controls (DAC) on every record.
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DAC
buttons in JCAMS® allow you to complete common account management
tasks instantly, rather than requiring you to enter other subsystems
where you must manually associate a client with an action. |
With JCAMS® Direct Action Controls, action is a single mouse-click away.
You can instantly:
- Set an Appointment
- Create a Reminder
- Compose email
- View an Activity History
- Do Research on Google®
- View a Homepage
- Record a Sale or Opportunity
- Record a Purchase (to a Supplier)
- Take a 360 Degree View of the Client
- Record Incoming Calls
- Record Outgoing Calls
- Add a Client or Contact to your Favorites List
- Move Groups of Records Among Folders
- Compose Group email
- Add someone to the IMX® (Instant Messaging) Contact List
- Delete Multiple Records
- Rank your Customers by P/L, ROI, or Gross Sales
- Update Multiple Records Simultaneously
These 16 one-click controls are a key reason why CRM-gx is 600% faster
and easier-to-use than other leading CRM solutions. It's also another
reason why HydraNet CRM-gx is the world's only "5 minute a day"
CRM solution.
Diagnose your business and try the remarkable JCAMS® now.
Move, Update and Delete Thousands of Records at Once
One time-consuming characteristic of most CRM solutions is that records
must be changed one at a time. If, for example, you must update the status
of 30 records, you have to perform 90 actions to make the required changes.
JCAMS to the Rescue
By contrast, with JCAMS®, select the field you wish to update, set the
new value, mark the records to update, and click Update. All 30 records
are updated instantly. Tasks that take organizations hours,take seconds
with CRM-gx.
While the obvious benefit is the time saved, the more important benefit
is that this single system may make the difference between success
and failure of your CRM implementation. With features like mass update
in JCAMS®, your team enjoys the benefits of a spreadsheet AND the power
of CRM. With these CRMgx benefits, the likelihood of a successful CRM
implementation increases exponentially.
Mass Update, Move, email, and Delete
In the image below, note the "Workflow" drop list and the associated
button marked "update." Your team can choose a field from the
database to update, such as "Workflow," and then perform record
updates against hundreds, even thousands of records at a time. In addition
to mass updates, JCAMS® also enables mass movement of records between
folders, mass email, and mass delete. A built-in permissions system ensures
that only authorized users have access to these powerful tools, and a
Recycle bin insures that an administrator has final say over which records
are permanently deleted.
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Note the custom fields and instant update
control in the bottom right. These are all part of JCAMS® standard-issue
functionality. |
A Real World Example
Let's say your Marketing Manager wants to email all female clients between
the ages of 29-36 living in San Francisco to pitch a special offer. In
most CRM solutions, if this kind of search is possible, you use a SQL
query tool to select the data. Sending a personalized 1-to-1 email and
updating the database are separate and time-consuming steps.
With JCAMS®, it's a 4 step exercise that takes 2 minutes.
Good-bye SQL, Hello JCAMS®
JCAMS® is not a dedicated to 1-to-1 marketing tool, dedicated mass email
tool or dedicated SQL query system. It is the standard CRM-gx Account
Management interface that makes searching by any field then customizing
and sending email to any number of users fast and easy.
Once businesses realize that JCAMS® replaces entire modules and subsystems
found in million dollar CRM solutions. they begin to appreciate why we
say that JCAMS® is one of the world's most advanced Account Management
systems.
JCAMS® Benefits
JCAMS® offers unrivaled functionality. However, the power of the system
is not measured by functionality alone but by how much time it saves the
organization. And while saving organizations valuable time and money,
JCAMS® enables every user to:
- Manage customer information faster and easier
- Provide a deep view into customer relationships
- Focus on the customer relationships that matter most
- Turn customer information into actionable intelligence
Put the power of JCAMS® to use in your organization. Diagnose your business and start a risk-free trial of HydraNet CRM-gx.
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