Customer relations management software.
Key Features of Novtel Relations Management (RM)
Staff Management
If your organization has the need to globally manage and monitor staff.
On the productivity of their daily schedules and tasks at hand.
On all issues in the organisation that needs to be resolved and act upon .
Seamlessly and in a timely manner automatically organised by Novtel RM .
Customer and Supplier Management :
With the click of the mouse filter Customers and Suppliers in groups .
Send bulk communications like SMS and e-mail to filtered groups in seconds
SMS and final notice on outstanding amounts due in seconds every month Send newsletters,
price lists or any other types of communication to your personnel,
customers, members, tenants, landlords or suppliers in seconds.
Novtel Relations Management is the product to do the job for you seamlessly.
Novtel RM (Relations Management) will help your organisation to take control of all communications
and interaction activities in minutes.
Novtel RM is unique if compared to other Relations Management systems because Novtel RM integrates seamlessly with the following major software developers:
Microsoft office family of products
Softline Pastel
SAGE Pastel
Novtel RM is equipped with powerful data filter capabilities.
The customers or suppliers of any business can be categorized and grouped in various user defined groups.
Although Novtel RM integrates to major software developers applications worldwide Novtel RM can function 100% as a standalone package as well
Date Implemented : 1 August 2006
We use Novtel Relations Management (RM) extremely effectively in our property management company.
All correspondence like e-mails, letters, phone calls, onsite visits and SMS messages of tenants and landlords are recorded in Novtel RM.
All correspondence is linked to the applicable staff member who managed the interaction between tenant and landlord at the time.
A complete history is built up of all correspondence with our tenants and landlords and the staff member who managed the interaction.
Internally Novtel RM manages the relationship between managers and staff members. Complete instructions are issued to a specific staff member by managers. The system organizes and keeps record of the work which is to be done by each staff member.
The auto reminder system built into Novtel RM helps us to ensure all queries and problems are dealt with in a strict set timeframe.
Contact Person(s) :Matilda Van Schalkwyk
Tel : (012) 667 6642
Fax : (012) 667 6259
Website : http://www.excellencemarketing.co.za
Date Implemented : 1 October 2005
SOHCO is a non-profit Social Housing company. We are the owner of properties in East-London, Durban (Head Office) and Cape Town.
SOHCO is the landlord of 2500 apartments ranging from 1 bedroom to 4 bedroom units. To manage the volumes was a real challenge until we implemented Novtel.
We have centralised all our activities with Microsoft Terminal Server 2003 at our Head office in Durban.
Novtel Relations Management is the program that makes the difference to our operational activities
All interactions with tenants and service providers are recorded on Novtel relations management by our staff members as it happens.
With Novtel Relations Management the right hand of SOHCO knows what the left hand is doing and the program is extremely so easy use.
Our properties are all managed at branch level; each branch has its own property profile set up in Novtel Property Management software all links back to one single company in Pastel Partner at our head office.
Novtel Relations management also links back to the same Pastel Partner database in SOHCO we maintain only one tenant and service provider's database for all our activities.
Contact Person(s) :Martin Leamy
Tel : (031) 209 0506
Fax : (031) 209 4774
Website : http://www.sohco.co.za
Training, Learning and staff requirements
The Novtel Relations Management basic operational training and setup on our free version will take no longer than 20 minutes to master guaranteed.
Operational Staff Members
The work done by Operational Staff Members on the system:
Sending individual e-mails
Sending bulk e-mails
Creating customer
Log entries (Phone, Fax, on-site visit and notes)
Setting Status of each Customer - Supplier
Filter save and manage e-mails
Enter staff instructions into the system
Save documents to applicable Customer / Supplier file
Personnel requirement Operational Staff Members:
Maintain master files and correspondence.
Minimum
Basic Computer Literacy
Recommended
PC Literacy and Relations Management business operational industry knowledge 12 months.
Novtel System Managers
The work done by Novtel System Managers on the system:
Setting up Customer and Supplier categories
Setting up Mail merge system linked to database
Setting up operational staff with user rights
Creating Customer and Supplier status settings
Customise printed documents own logo’s etc.
Setting up SMS system
Creating SMS e-mail templates linked to database
Assist with setting up 3rd party accounting interface if integrated
Personnel requirement System Managers:
System Setup & staff management.
Basic knowledge of Relations Management industry and rates structures.
2 year or more experience as manager or owner of Relations Management company.
Novtel with direct digital accounting Interface
Before the Accounting interface can be considered the Accounting package and licences for running it on-site must be acquired and installed.
The work done by the Accounting Staff:
Instructing and monitoring operational staff and system managers of work to be done
Save reposts for management / owners
Do collection of outstanding amounts in seconds with SMS system
Produce printed final notices with the click of the mouse
Personnel requirement Accounting Department:
Accounts bank recon. and financial control.
Minimum
Basic knowledge of Relations Management industry and accounting experience of 2 years.
Recommended
Basic knowledge of Relations Management industry and accounting experience of 5 years.
IMPORTANT NOTE!!!
Accounting interface is not compulsory:
It is important to note that Novtel can run 100% independent and does not require the direct accounting interface.
Many smaller Relations Management companies that uses Novtel Relations Management outsource the accounting function in total.
Hardware, Operating System and Network requirements:
IMPORTANT NOTE!!!
Power surges, power dips and power failures can damage computer equipment and corrupt databases,
if computer equipment is switch off without proper shutdown procedures. Steps must therefore be taken to protect valuable computer hardware and
databases by providing constant and regulated power supply as follows:
On each computer and network switch an UPS (Uninterrupted Power Supply) must be installed.
For remote areas where power supply is often interrupted we recommend that a generator 5.5kw
with Voltage regulator be installed to supply power to all the UPS points in the network system when power failures occur.
Minimum
Recommended
Processor CPU
Pentium III - 1Ghz
Pentium IV - 2GHz or Higher
Ram
512MB
2GB
Hard Drive Space
5 GB
60 GB or Higher
Screen Size
15" Screen
21" Screen of Higher
Screen Resolution
1024 X 768
1280 X 800 or Higher
Operating systems
Windows 98 Second Edition
Windows XP, Vista or 7
Minimum
Recommended
Processor CPU
Pentium IV - 1.8Ghz
Pentium IV - 2.0GHz Core 2 Duo or Higher
Ram
1GB
2GB
Hard Drive Space
10 GB
80 GB or Higher
Screen Size
15" Screen
21" Screen of Higher
Screen Resolution
1024 X 768
1280 X 800 or Higher
Operating systems
Windows XP
Windows XP, Vista or 7
Network - Cat.5e
100 Mbps Data transfer rate
1 Gigabyte Data transfer rate
Minimum
Recommended
Processor CPU
Pentium IV - 2Ghz Core 2 Duo
Pentium IV - 2GHz Core 2 Quad or Higher
Ram
2GB
8GB
Hard Drive Space
100 GB
500 GB or Higher
Operating systems
Windows Server 2000 Standard Edition
Windows Server 2008 Standard Edition
Network - Cat.5e
100 Mbps Data transfer rate
1 Gigabyte Data transfer rate
Secure remote access to the Novtel system's form anywhere in the world is easily achieved with Microsoft Terminal Server that ships with Windows server 2003 and 2008 standard
edition. Internet connection is the only requirement to setup this powerful remote access feature up.
