Enterprise Reference Manager - Functional Overview

Enterprise Reference Manager (ERM) is a line-of-business, Web-based application, designed and developed to support the operation of global Customer Advocacy - or Customer Reference / Customer Evidence - programs

Enterprise Reference Manager has five key modules:

• Customer Contact Management
• Web Publishing
• Reference Relationship Management
• Sales Win Capture
• Reference Production Management

Customer Contact Management

• Ease of use: intuitive interface and direct synchronization with commonly available email applications (including Microsoft Outlook)
• Comprehensive interaction records
• Taxonomy/tagging: all data is correctly identified and stored by audience segments, products, and services
• Navigation: clear and simple, it logically follows the process and stages of customer engagement
• Multiple participants: management of all internal stakeholders, external partners, and multiple customer contacts

Web Publishing

• Variety of collateral types and data formats can be centrally stored and published, from case studies to videos, for universal access
• Secure, simple publishing methodology - for any person, anywhere - across multiple products, divisions, geographies, and languages
• Legal releases and other documentation are stored as part of the production workflow process
• Automated publishing from ERM into multiple internal and external delivery channels (sales intranet, external company Web site)

Reference Relationship Management

• Ability to define multiple reference opportunity types (Evidence, PR, Event, Customer-to-Customer Calls)