Above is displayed 1 out of 9 Example, Inc. SalesGetter™ CRM Info Dimensions™. Relationship History contains all the recorded interaction instances between the application owner company and the persons, whose records has been entered in the application. This includes, in the case of Example, Inc., purchases, involvement in activities organized by Example, Inc., and contact and/or communication instances, such as emails, phone calls, and meetings between the application owner company employees and the customer. Relationship History provides summary data. From here, the application user can access more detailed data in any of the relevant areas.
Info Dimensions™ provide a comprehensive view of the subject matter, as it pertains to the viewer, consisting of individual screens of data that the user can launch on demand as needed, and are connected to the relevant data sources. Different individual screens of data create opportunities for turning data into information (interpreted data) and viewing the information from different angles.
SalesGetter™ CRM application user can review either selected slices of data related to a customer, or all the data that the company has on this customer, sliced up in easy to digest ways.
Just like the rest of SalesGetter™ CRM, Info Dimensions™ are customizable. The featured company, Example, Inc. Info Dimensions™ consist of the following data sets: (1) Relationship History, (2) Interaction Records, (3) Relationship Management, (4) Product and Service Purchases, (5) Event Participation, (6) Personal Characteristics, (7) Professional Characteristics, (8) Company Characteristics, and (9) Companies, People and Tagging.
For example, lets say that I am an account manager and am using SalesGetter™ CRM application containing Info Dimensions™. I'm dealing with a particular customer and I want to see quickly all the data that we have on this customer, sliced up in easy to digest ways.
I want to be able to categorize this data in ways that are relevant to my dealing with him or her. For example, I want to see short summary data first, and then look some of the details in the areas that interest me the most. I also want to be able to assess the data from customer interaction history perspective (who interacted with the customer, why and when), customer characteristics (areas of interest that relate to my deliverables, personal preferences, age, or other characteristics), and I want to be able to see the relevant data chronologically as well.
Of course, I don't want to amass all the data on the screen simultaneously. Even if that would be doable, the end result would most likely create an impractical, hard-to-digest information overload.
So, I want be able to create quickly screens with relevant, relatively small data sets and switch between them as needed. However, these screens of data should provide me a "360 degree view" of the customer, as it pertains to my company's dealings with him or her, so that I can make my conclusions and proceed accordingly.
