SYSPRO kelly.hatherell@syspro.com https://videos.syspro.com en-us Visualplatform http://blogs.law.harvard.edu/tech/rss SYSPRO episodic no https://videos.syspro.com/files/rv16.5/sitelogo.gif https://videos.syspro.com http://videos.syspro.com/contact-management <p><p>This demo video provides an in-depth overview of the <strong>Contact Management module in Syspro</strong>, showcasing how it enables businesses to manage organizations, accounts, and contacts effectively. It highlights how the module supports detailed interaction tracking, activity management, and integration with mobile applications, ensuring seamless customer engagement and complaint handling.</p><p>&nbsp;</p><p><strong>Topics</strong></p><p>&nbsp;</p><ul><li><p><strong>Defining&nbsp;Organizations and Accounts:</strong> How to manage existing debtors, creditors, and prospective accounts within Syspro.</p><p></p></li><li><p><strong>Detailed&nbsp;Contact Management:</strong> Creating and maintaining multiple contacts per account, including interaction history.</p><p></p></li><li><p><strong>Activity&nbsp;Tracking and Management</strong>: Viewing, prioritizing, and following up on activities such as emails, calls, and meetings.<strong>&nbsp;</strong></p><p></p></li><li><p><strong>Customer&nbsp;Workbench &amp; Mobile Access:</strong> Using the Espresso mobile app to access contacts, activities, and financial information on the go.</p></li></ul><p><strong>&nbsp;</strong></p><p><strong>Insights</strong></p><p>&nbsp;</p><ul><li><p>The module&nbsp;allows <strong>granular visibility</strong> into interactions with individual contacts and organizations, improving relationship management.&nbsp;</p><p></p></li><li><p>Integration&nbsp;with <strong>Office 365 Exchange</strong> enables seamless email tracking within the system.</p><p></p></li><li><p>Mobile&nbsp;access via <strong>Espresso</strong> empowers field reps to stay informed and manage customer interactions in real time.</p><p></p></li><li><p>The complaints&nbsp;ticketing system provides <strong>structured workflows</strong>, enabling efficient resolution and accountability.</p></li></ul><p></p></p><p><a href="http://videos.syspro.com/contact-management"><img src="http://videos.syspro.com/64968569/86074058/7180ddf458a48adec3fd197feab96e38/standard/download-59-thumbnail.jpg" width="75" height=""/></a></p> http://videos.syspro.com/photo/86074058 Tue, 25 Nov 2025 13:18:08 GMT Contact Management This demo video provides an in-depth overview of the Contact Management module in Syspro, showcasing how it enables businesses to manage organizations, accounts, and contacts effectively. It highlights how the module supports detailed interaction tracking, activity management, and integration with mobile applications, ensuring seamless customer engagement and complaint handling.TopicsDefiningOrganizations and Accounts: How to manage existing debtors, creditors, and prospective accounts within Syspro.DetailedContact Management: Creating and maintaining multiple contacts per account, including interaction history.ActivityTracking and Management: Viewing, prioritizing, and following up on activities such as emails, calls, and meetings.CustomerWorkbench Mobile Access: Using the Espresso mobile app to access contacts, activities, and financial information on the go.InsightsThe moduleallows granular visibility into interactions with individual contacts and organizations, improving relationship management.Integrationwith Office 365 Exchange enables seamless email tracking within the system.Mobileaccess via Espresso empowers field reps to stay informed and manage customer interactions in real time.The complaintsticketing system provides structured workflows, enabling efficient resolution and accountability. This demo video provides an in-depth overview of the Contact Management module in Syspro, showcasing how it enables businesses to manage organizations, accounts, and contacts effectively. It highlights how the module supports detailed interaction... SYSPRO 04:17 <p><p>This demo video provides an in-depth overview of the <strong>Contact Management module in Syspro</strong>, showcasing how it enables businesses to manage organizations, accounts, and contacts effectively. It highlights how the module supports detailed interaction tracking, activity management, and integration with mobile applications, ensuring seamless customer engagement and complaint handling.</p><p>&nbsp;</p><p><strong>Topics</strong></p><p>&nbsp;</p><ul><li><p><strong>Defining&nbsp;Organizations and Accounts:</strong> How to manage existing debtors, creditors, and prospective accounts within Syspro.</p><p></p></li><li><p><strong>Detailed&nbsp;Contact Management:</strong> Creating and maintaining multiple contacts per account, including interaction history.</p><p></p></li><li><p><strong>Activity&nbsp;Tracking and Management</strong>: Viewing, prioritizing, and following up on activities such as emails, calls, and meetings.<strong>&nbsp;</strong></p><p></p></li><li><p><strong>Customer&nbsp;Workbench &amp; Mobile Access:</strong> Using the Espresso mobile app to access contacts, activities, and financial information on the go.</p></li></ul><p><strong>&nbsp;</strong></p><p><strong>Insights</strong></p><p>&nbsp;</p><ul><li><p>The module&nbsp;allows <strong>granular visibility</strong> into interactions with individual contacts and organizations, improving relationship management.&nbsp;</p><p></p></li><li><p>Integration&nbsp;with <strong>Office 365 Exchange</strong> enables seamless email tracking within the system.</p><p></p></li><li><p>Mobile&nbsp;access via <strong>Espresso</strong> empowers field reps to stay informed and manage customer interactions in real time.</p><p></p></li><li><p>The complaints&nbsp;ticketing system provides <strong>structured workflows</strong>, enabling efficient resolution and accountability.</p></li></ul><p></p></p><p><a href="http://videos.syspro.com/contact-management"><img src="http://videos.syspro.com/64968569/86074058/7180ddf458a48adec3fd197feab96e38/standard/download-59-thumbnail.jpg" width="75" height=""/></a></p> Contact Management Demo Video Module Demo