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In-Depth Review
ProTrak Advantage CRM
ProTrak International, Inc.
225 West 57th Street, Suite 603
New York, NY 10019
Telephone: 212-265-9833
Fax: 212-586-7787
Email: sales@protrak.com
Web:
http://www.protrak.com/
ProTrak International is the global leader and a major innovative force
in the development and delivery of Client Relationship Management software
(CRM) and Sales Force Automation (SFA) to the investment management
industry. Designed specifically for the investment and financial
communities, our solution helps you manage your prospect, client and
consultant relationships while developing and enhancing your sales process.
By incorporating ProTrak software, you can increase new sales while
simultaneously maintaining and developing your existing client base.
Product: ProTrak Advantage CRM
Current Version:
Category: On-Premise Mid Market CRM Solution
Sub-Category: Vertical Solution - Investment
Management
Client Platform:
Server Platform:
Database Platform:
ProTrak International is the only CRM provider that caters exclusively to
the Investment Management industry. Our products are tailored to your needs
"out of the box", thereby minimizing costly and time-consuming
industry-specific customization, and also significantly reducing the
implementation period. ProTrak systems contain at least 95% of the data
fields required by relationship management professionals, with the ability
to change user-defined fields and labels, to satisfy the special needs of
each department and/or organization. Incorporating contributions from many
of our users over 15 years, and the industry-specific experience of our
staff, ProTrak clients benefit from a continuously innovative and
industry-specific solution. In one user-friendly view, sales and marketing
executives, relationship managers, client service representatives and
support staff, all have ready access to the information that they need.
Fully Integrated, Customized Databases
ProTrak was the first CRM system to integrate the investment industry's
key directories into a single common user interface. We provide full
integration and built-in functionality to manage data from many domestic and
international directories.
Flexible And Accommodating
ProTrak is a ready to use, industry-specific CRM system. ProTrak
Advantage includes an optional Client Services module to allow for the
management multiple account relationships, fee schedules, performance data,
asset and holdings history, benchmarks and guidelines and other pertinent
information. ProTrak is usually implemented as a stand-alone, complete
CRM/SFA solution, though additional customization can be provided at any
level. Functionality is available to automatically update any of the client
related fields such as account and market values from your existing
back-office portfolio accounting management systems. In addition, our staff
has a wealth of experience in migrating existing data from a variety of
platforms (including ACT, Access, Excel, proprietary in-house databases and
other CRM systems), so that all your existing data can be transferred to
ProTrak accurately and easily.
In The Office Or On The Road
Whether you are located in your firm's head office or satellite office,
working from your home office or traveling with your laptop, ProTrak is
available to you. ProTrak is deployed in a variety of configurations:
- ProTrak Enterprise Network - A network server license for users
located in the main office of an organization (i.e. in offices which
house the majority of the company’s data). These offices may need to
share their relationship management data between in-house users and/or
multiple offices, branches or satellite locations.
- ProTrak Remote Network - A network server license for users who are
located in a satellite or a branch office. These offices may want to
maintain their data in their own locations, but synchronize it with the
main office on a periodical, or "as needed" basis.
- ProTrak Mobile - an add-on mobile license for users who work in
either the main or a remote group office, and need to take their data on
the road (offline).
- ProTrak Remote/Mobile - for a single user representative who does
not work in the main office and is not connected to a remote network.
Typically he/she will have access to ProTrak on a mobile basis, and will
periodically synchronize with the main or group office.
Fully Integrated With Microsoft Office
ProTrak fully supports MS Office applications such as Word, Excel, and
PowerPoint. The system integrates with, and allows you to attach and launch,
any MS Windows supported file format, including Outlook, Adobe Acrobat,
video and sound files. This feature is recognized as a major productivity
enhancement, as well as a key relationship management tool. Users always
have key prospect and client information at their fingertips (agreements,
contracts, letters or e-mails sent and received, etc.), regardless of who
generated the information.
Manage Your Third Party And Consultant Relationships
ProTrak contains a link to your Consultant and Associated Company
databases, facilitating ease of communication with pension consultants and
other third party intermediaries. The system helps you easily manage third
party, consultant, and inter-company relationships using a many-to-many
relationship model. Clients and prospects can be associated with, and linked
to, any number of other firms such as consultants, trustees, brokers,
affiliates or subsidiaries. For example, a client might be associated with a
bank, where the bank is acting as a Custodian. In another situation the same
bank might be associated with another client as a Master Trustee. Individual
contacts can also be linked to many organizations or firms via ProTrak. For
example, a CFO at one company may be associated with a Foundation, where he
is a Trustee, and associated with yet another Corporation where he is a
Director. Notes, activities and follow-ups can be attached to more than one
company or contact, or to the appropriate consultant, without having to
enter the data twice.
A unique feature of ProTrak is the ability to automatically generate
multiple activities or follow-ups, and to link one activity to the next, so
that the source of each entry can be quickly found. This creates a “chain”
of activities and follow-ups in chronological order, as the tasks are
completed by the user.
Individual contacts or companies listed in ProTrak are able to have any
number of addresses, phone numbers and other contact details assigned to
them, and an unlimited number of consultants and associated companies can be
linked to any prospect or client, to facilitate easier communication.
Easy Mass Communication At Your Fingertips
ProTrak allows you to quickly and easily create and distribute mass
communications. Custom letters, form letters, e-mail and faxes can be
generated directly from ProTrak, to any number of contacts. The associated
documents (and any attachments) are automatically posted to each company
and/or contact as an activity for historical reference. Mass email is
automatically launched via Outlook or Lotus Notes, with each email saved in
both ProTrak (as an Activity) and in Outlook/Lotus Notes (in the Sent
folder), in order to avoid having to enter data in two places.
Target Prospects And Perform Market Analysis Easily
ProTrak utilizes a powerful query engine within a very user-friendly
interface. You can generate custom reports within ProTrak or choose to
export query results to Excel or a report writer such as Crystal Reports.
The query engine includes the ability to link outside files such as
performance data or market valuations to ProTrak Advantage database. Once
linked, reports or customer mailings can be generated on the combined data.
Industry marketing directories such as Nelson's and MMD can also be queried,
making it easy and efficient to target industry prospects. ProTrak's unique
filtering capability allows further targeting with one single click of the
mouse.
Powerful Technology For Unlimited Users
ProTrak Advantage uses Multi-Tier Architecture based on DCOM and ADO,
where the Business Rules are separated from the Data Base and the Client.
This allows for a lower cost of ownership and better scalability. It also
means a more open environment using proven technology - MS-SQL 7.0 or 2000.
The Multi-Tier Architecture utilizes load balancing by creating multiple
application servers. This option may become very important as some
organizations grow, scaling up their small / medium user base to a large
user base. The use of this technology enables the ProTrak team to develop a
new front-end, thereby allowing clients to access their information in the
ProTrak database through the Internet browser.
For pricing details, please contact the company directly.
We have no plans to review this product at this time.
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