Enterprise Reference Manager - Functional overview

Enterprise Reference Manager has five key modules:

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)
• Product/vertical/geography searches to find right customer
• Central access control point to prevent customer fatigue
• Each contact can be tracked against each opportunity and the monetary value of sales bid opportunities
• Customer recognition: ability to reward customers for their participation in the program

Sales Win Capture

• Sales wins can be input directly into your own portal (which can also associate with Siebel or other CRM systems)
• Awards and incentives: can link to rewards programs for field team recognition
• Wins can be defined as internal or external, written for different audiences and uses

Reference Production Management

• View of pipeline of existing and upcoming activity
• Matrix reporting format gives appropriate visibility to internal stakeholders; easy to set up and edit
• Real time reporting: reporting designated KPIs across production, publication, usage by product, service, division, and geography

The five modules of ERM:

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

More on ERM

• Benefits
• Technical Overview