First CoffeeSM announces the release of Bridgedexchange Version 3.6, web-based CRM

Persons using Bridgedexchange Version 3.6, web-based CRM will be able to manage the layout, customize web based forms, search for contacts in the system, manage documents, and track e-mails with a customized template. Additionally it permits users to keep track of their own sales progress while providing managers with the means to track it as well. The sale cycle can be customized by navigating the MYpreferences area. The CRM administrators are able to add or remove sales steps to help manage the sales cycle. This additional feature also enables managers of the CRM to evaluate the sales representative’s progress by virtue of reports compiled in the MYreports.

Users are required to set up an e-mail account in order to upload and store documents within the system. The system is designed to distinguish between documents containing employees’ group identification and the e-mail address of the user in the system.

There is also a MYLayout area. MYLayout allows each employee to customize the location of different blocks that appear within the application. At the onset the user is required to select the section he or she wishes to customize by browsing the drop down menu providing sections. Once a selection is made, the new page allows the user to make a selection from among the assigned locations of each block.

Quick Views which are comprised of the Calendar, Events, Contacts, and Clients are located on the upper left side of the screen. The lower left side is reserved for the Add Events, Add Contacts, and Add Clients.

Once leads or contacts are entered into the system using the MYforms online form, the information is then saved (at the bottom of each contact page) as an original version.

A tracking file is provided in MYdocuments. Once placed in the top level of each directory at the site, the tracking script will keep track of all users coming into the site while saving the keyword and search engine data used. The tracking script is used for external websites, rather than for internal use of the CRM application.

Once shared documents are displayed to all users on the system they cannot be deleted. All users are able to peruse documents all at once. A new version of downloaded documents cannot be changed and updated on the system until they are uploaded . It follows that all documents are required to be downloaded onto the local computer system and then re-uploaded to the server if a user is going to make changes to a document. There is a method for storing each uploaded document so as to distinguish it from others.