Digital Asset Protection
November 2006
Control how you monitor and manage the authorized USE of your data and not just the access.
MosaicCRM has added a powerful tool that allows our clients global control over the use of their data and digital assets. Stop internal leakage of customer, client or employee records with real time intercept of who can see, email, print and copy records. Unlike security systems that only identifies suspicious activity, Softection STOPS it before it happens. Now the 'Enemy at the Water Cooler' insider threat is effectively crippled. See How It Works.
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Trouble Ticket Module Upgrade
November 2006
CRM Users can now add a new tool to record, track and monitor Customer Inquiries/Trouble Ticket items. The Case Program is included on the Main Account Screen and provides each Client with a fully customized application unique to their specific needs. Reports include Open and Completed Ticket records. For further information, contact CustomerService@MosaicCRM.com.
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D&B Tool Kit Integration - Download Account Data Directly into CRM
November 2006
Dun and Bradstreet Tool Kit Users can now access Tool Kit directly from MosaicCRM, select their data criteria and in one simple step download this into their CRM database. This marks a first for on-line CRM applications! This eliminates delays and difficulties in uploading data to users' databases via the conventional disk method. As well, the MosaicCRM program first checks the User's database for existing account data to eliminate duplicates. Presently in beta phase, clients can look to Q1 2007 for official launch. For more information, please contact Bill@MosaicCRM.com.
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New User Interface Design Finalized
July 2006
Integration, ease of use, clear User tasks and speed are the hallmarks of the new design interface for MosaicCRM's Version 8.1 CRM program. Employing the latest web technologies and interchangeable database back end programs, the new Version slated for a Q4 rollout will allow clients a high degree of custom integration. Some ingenious User tools make learning and maintaining their databases significantly easier and more intuitive.
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Project Management Tool Adds Financial Reporting
July 2006
Tracking the financial status of Projects and Contracts by selected Phases, Dates and outstanding Tasks is now included in the comprehensive Management Reports menu. The reports are easily configured by Project and by individual Product lines for further detailed analysis.
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New Case Reports
July 2006
Managing Open and Completed Customer Trouble Tickets and Cases is made easier with a simple to use Case Report query. This provides a detailed analysis of how effectively Cases are managed and important past due tags for open cases.
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Cases Client-Side Trouble Ticket Program
April 2006
New Case Management - Trouble Ticket tools are available for all MosaicCRM Subscribers. This component allows the Company to integrate Customer Service and Support functions directly into their Account database. Inquiry Tracking, Resolution, and full Reporting features are included in this module.
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Marvel Marketing Tool Upgrade
April 2006
Marvel, MosaicCRM's automated activity and process scheduling module is now upgraded. This upgrade includes the ability to assign specific activities in Marvel to any User or Group. This expands Marvel's scope from the Account Owner to any other User on the system allowing Marketing, Finance and Admin, Order Fulfillment and a host of other possibilities to undertake any series of actions in a single click. |
Merge Accounts Function Upgrade
April 2006
The Merge Account data function has been revised into a simple and easier to understand 3 Step process. |
StatusCard Update
April 2006
The all new StatusCard upgrade will be launched April 25. As an introductory special, the StatusCard is available Free for 6 months to all MosaicCRM Subscribers. |
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