< Back		Relat≤rios | Relat≤rios InstantΓneos | Relat≤rio detalhado dißrio | Marketing/Mailmerge
		Relat≤rios
		Dica. Tente seus relat≤rios em uma parte pequena e jß conhecida de seu banco de dados , e depois progrida para sua base da dados como um todo. Construa em estßgios atΘ ter certificado-se da sua metodologia. Os relat≤rios principais possuem um atalho que lΩ os dados de sua pasta de arquivo dißrio ao invΘs de ir α ßrea do banco de dados que foi selecionada. O relat≤rio simples pode mostrar listas de eventos e nomes. O relat≤rio avanτado diz o n·mero de vezes que um botπo de 'Template' foi utilizado. Estß ferramenta e muito ·til para um 'Help Desk', onde hß a necessidade de saber as estßtisticas para se descobrir erros ou desenvolver melhores estratΘgias.
		Relat≤rios instantΓneos
		Nas tabelas, vocΩ pode desejar obter um total de φtens presentes no banco de dados de acordo com um critΘrio possφvel. Os campos que vocΩ pode escolher sπo os que vocΩ indexou previamente em Arquivo/Setup/Indexando. Obtendo este total, Θ possφvel aprofundar a pesquisa. Ao final da lista Θ criado um link que possibilita que esta tabela seja salva. Tendo esta informaτπo em uma tabela, Θ possφvel organizar os dados para utiliza-los como uma lista para telefonemas, e-mails, cartas etc... Cada nome na tabela pode ser clicado, revelando o hist≤rico. Uma 'pasta virtual'pode ser criada, para fins de 'MailMerge'.
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		Relat≤rio detalhado dißrio Rßpido, simples and fantastico!
		Cenßrio tφpico: O relat≤rio que se espera do setor de marketing: 1. Quantas chamadas foram feitas durante um perφodo de tempo determinado? 2. Quantas chamadas tiveram s/ucesso, e foram agendadas reuni⌡es? 3. Quantas reuni⌡es ocorreram 4. Quantas reuni⌡es proporcionaram novos clentes? Veja Como fazer: 1. O n·mero de chamadas em um perφodo pode ser visto no sumßrio de dißrio do usußrio , selecione o perφodo desejado e o TCM irß calcular os n·meros. 2. Crie um botπo de 'Template' (and I urge you to use the default Templates with this modification) com a seguinte frase "telefonema resultou uma reuniπo". VocΩ tambΘm pode adicionar isto no 'Template' das Notas caso o usußrio nπo clique durante a chamada telef⌠nica "telefonema resultou uma reuniπo". You will never be able to get a report if you don't tag the phonecall or make the appropriate note. (Obviously). 3 & 4. Write up the notes of the meeting in Meeting Minutes. Use the default Template to annotate to show what kind of meeting it was, the content of the meeting and the outcome. So, if the meeting is "Initial meeting" or Initial meeting as a result of telephone canvassing" or whatever, and the outcome is "This contact will become a client" within 3 - 6 -9 months or whatever. This way you can get a count in the diary in Summary, a fuller details in Detailed Summary which can then be analysed in Tables quickly. We don't believe that we can make the process quicker or simpler to do and to report on. You don't have to run special reports it is all in the Diary, and since you can have access to everyone's diaries (if you have the rights) then you can do a check at any time. A tip here though, don't just rely on the numbers, look at the content to see the quality of the call, that's the big advantage of TCM. The value of the system is the content of the events, all a user has to do is follow really simple procedures in order to record the full outcome of the call by way of simple clicks on the Template buttons, supplemented by more detailed notes where appropriate. Training. Supervision. Ra Ra sessions. To set up the buttons for the Detailed Summary columns go to File/Setup/Diary/Summary layout and select which new columns you want to display in Detailed Summary. Suggestions are Time, Adjusted time, Forecasts (these display quickly) then, the Template button for Appointments made and another for Outcome of meetings. You now have all of the information which was requested as a Report. And the tools to produce lots more besides.
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		Marketing/Mailmerge
		The first part of the Wizard is concerned with searching out contacts or companies within a selected area of the database according to the criteria that you have set. You then select a letter or e-mail (File/Setup/Write a letter - for e-mails you must include the e-mail address of the intended recipient somewhere in the letter) and the Wizard then Validates to see that all of the fields are filled in (and offers you the opportunity to do so if incomplete fields are found). You can also check your letters to be sent against the Campaign Manager so that you don't send out duplicates to recipients who already have been sent that letter. The Campaign Manager is vital where you have a growing database and you simply want to send a letter to someone who either has not previously had that letter, or who has had a specific previously sent letter. Ideal for a Letter 1, Letter 2, Letter 3 campaign. All letters are stored in the folder of the recipient. The e-mail element of the Marketing module provides for mass e-mailing, the auto-filing of e-mails in the correct folders, and the automatic processing of Failed e-mails, either filing them in the contact folder or processing through various options including deleting folders of persistently returned e-mail contacts. The Marketing module can be tied into the powerful Web backoffice functions of TCM which can process form submissions from your Web site quickly and easily, such as sending out Welcome or Help e-mails at the time of registration and of automatically re-directing leads from a central site to the appropriate dealer within a dealer network. These are generally high-end, expensive software items, but this functionality, along with lots more, comes straight out of the box with TCM4000 + Workflow System. The problem, often, is not knowing what the system is capable of, so please ask!