Productivity Enhancements for Consona Customer Management (formerly Onyx)

With limited staffing and budget cutbacks, most of us are being asked to do more with less. Big projects are not being funded, so productivity needs to be improved in smaller chunks. If this sounds familiar, Productivity Enhancements from Consona CRM were made for you.

Productivity Enhancements are extensions to existing functionality in Consona Customer Management (formerly Onyx) designed to improve the user experience and interaction with the system. These solutions originated from consulting engagements and have been tried and tested by a number of customers.

Here are the current offerings in the series. Follow the links below to learn more about each solution.

• Client Snapshot is designed to provide a concise overview of a customer or prospect with related data, including notes from all service, sales and support activities. Put it in the hands of executives, project managers, consultants… anyone who needs a holistic view of a company or individual in your system.
• Grid Edit Menu (GEM) utilizes a new context-sensitive hover menu accessible from the Task Manager and the Customer PowerPage Incident tabs. The hover menu provides rapid access to view and edit key incident information directly in the Grid, without having to open the Incident Edit form.
• Document Merge gives you the ability to easily create templates containing merge fields from your database. You can then generate documents that automatically merge this data into your output, saving time and money.
• Homepage Plus gives you an instant graphical dashboard of incident and task filters using icons to represent the category and status of sales, service and support incidents. On mouse-over, detailed information about the incident is displayed in a pop-up box; the user no longer needs to open the incident to get relevant details.
• Contact Type Plus makes adding and updating contact relationships easier by reducing the number of clicks when a status change is required, or when you need to designate a contact with multiple roles.
• Drag and Drop Attachments allows users to add multiple attachments in a single transaction, simplifying tasks to save time and effort.

Each package comes with the relevant code, installation instructions and consulting hours to help you implement the solution. Productivity Enhancements make a big difference for a small investment.

To learn more, download the datasheets above then contact your account manager to discuss how we can help you provide big functionality for a not-so-big price.