Relationships are about People right? Do your systems know that?

We say "People do business with people", yet Information Systems don’t see things that way. They have Customers, Accounts and Contacts, but not People. Yet by definition, relationships are about people.

Organization names may appear on the paperwork, but it is their People who make or influence buying decisions, who use products and services and with whom you interact and build relationships. Theysee themselves as People not simply as Contacts.

Traditional Contact Records

Traditional systems combine information about People and their Roles (Jobs/Positions) in Contact Records. If a person occupies different Positions, separate Contact Records are usually created.

Duplication–As Bill Jones is a contact for two different companies he has two Contact Records. His personal details appear in both. Duplicating data is tedious, error-prone and leads to conflicting information. Extra Data Entry–Bill's personal details are mixed in with Position-related information. When he leaves a Position, his details are deleted and the new occupant's entered. Bottom Line... Bill doesn't exist as a Person.

In TRAXOR PEOPLe REALLy ARE PEOPLE

TRAXOR enables you to manage you relationships by who people are as well as by what (Job Titles) they do. By preserving your interactions with people regardless of where they have worked, your investment in building those relationships is preserved.

No Duplication–Bill Jones is represented by a "Person" Record that is related to the Positions he occupies No Lost Information– when Bill leaves a Position he is simply "vacated" (un-related) from it and the new occupant related. All interactions with Bill past and present are easily accessed as he remains related to his previous Positions

Benefits

• Positions—

  see who's occupying which positions in which organizations as well as who the previous occupants were. Position-related information stays with Positions to ensure a continuous history of your relationship as occupants come and go

• People—

  get an individual perspective by seeing the Positions a person is occupying now or has occupied in the past. Build enduring relationships by getting to know the people that are important to and by never losing track of them. Leverage your relationship and knowledge about them when they join other organizations

• Separate Personal and Business Information—

  classify Positions by what they do using meaningful expressions such as "Vehicle Decision Maker", "Financial Systems Influencer" and People by who they are and how you should interact with them such as "Likes Us", "Hates telemarketing". Understand the difference between the Position and the Person.
  
  Keeping Position and Personal information separate also makes it easier to comply with stringent Privacy requirements.

• Easy and Fast—

  minimal data entry, mouse-clicks replace keyboarding to relate or un-relate people, replacing the traditional chore of deleting and re-entering contact data as people come and go

• Accuracy—

  no data duplication reduces risk of erroneous or conflicting data; focus on keeping one set of information updated, not numerous copies. Minimal data entry and deletion reduces risk of error and data ending up in the wrong place.