Contact Manager Software
The beauty of TLM is that we recognize the solutions you need today are going to have to play nicely with the solutions you might already have in place, or will be forced to purchase in the future. The most common examples of this real world challenge are ERP data, Accounting, and CRM data.
Yet almost all of your quality system workflows are likely to need access to other databases and TLM provides a foundation for building an integrated digital landscape. This integration with your existing or future systems can leverage the data you already have in categories where you might be forced to incorporate software that can address your unique business needs.
Contact Manager Software
TLM Contact Manager Software helps utilize customer and supplier data and supports other work flows such as supplier approval, sales orders, as well as customer feedback and equipment calibration.
- Use TLM Connection Manager to import existing CRM data to support QMS workflows.
- Create Invoices.
- Maintain customer and supplier contact data.
- Manage supplier approval and qualification program.
- Record contact events with customers or suppliers.
- Robust Search Features.
The Best of Both Worlds – Robust Features yet Simple and User Friendly
Contact Manager Software
Establish Connections that Matter
- Establish an Action Plan for a given company that shows up on the assigned person’s dashboard when due.
- The CRM Software module allows you to attach documents and approve contracts.
- Check MS Outlook Address Book for a contact and export a contact to MS Outlook.
- Manage company relationships with suppliers, customers, partners, etc.
- Merge multiple records for the same company into one record.
- Record and invoice time and expense charges to a company.
Exclusive TLM Capabilities
- Link to Risk & Opportunity records to address the guidelines of ISO 31000 and ISO 14971.
- Customizable supplier approval levels.
- TLM Dashboard alerts when supplier approvals are expiring.
- Connects to Purchase Order Module.
- Linked to Customer Job clock for logging work performed for a customer account.
- Support Contract Approvals.
- Custom fields allow you to use meaningful terms or add customized data entry instructions.
Easy Navigation with Fusion Technology Integration
Fusion Technology is what happens when information integration creates a higher-level management system beyond individual workflows. TLM Contact Manger Software incorporates this technology by integrating with other TLM solutions to create a Total Lean Management Software approach that provides all stakeholders with a picture of inter-related QMS events across your entire organization.
It also serves to create the foundation of your company’s digital landscape which saves you as much as possible from purchasing disconnected stand alone software, and provides the technical support for integrating other information systems when necessary.
Nothing Falls through the Cracks
All TLM software modules are rolled up to a user specific dashboard and summaries of each user’s dashboard can be automatically emailed to ensure QMS activities are scheduled and prioritized accordingly.
In addition, the TLM dashboard helps users navigate to where tasks are performed, making it easy for new users to adopt the software without having to pay for extra training before being able to put TLM software to work for your company.
Why Do I Need to Contact Manager Software?
TLM Contact Manager software provides a much needed foundation of customer and vendor contact data in support of almost every other TLM module.
This might require integration with other CRM solutions that can meet other requirements of the overall sales funnel so that once prospects turn into customers, or are qualified into deeper levels of the sales funnel, they can be imported into the TLM Contact Manager module for needed links to other TLM records.
- Customers: You will need customer data in TLM in order to link to Customer Feedback, Survey, Sales Orders, and Work Orders for example.
- Suppliers: You will need supplier data in TLM in order to link to Corrective Actions, Rejected Materials, Inspections, Purchase Orders, and Deviations for example.
Motivate Employees to Excel
Of all the factors that drive human behavior, whether positive or negative, none are as universal as the need to evolve, whether we are conscious of it or not.
Your management team can create impressive organizational growth by harnessing this basic element of the human experience and the TLM Contact Manager Software module is one of the key tools for their success in this effort.
By organizing key aspects of how work is done, managers can use the contact manager module to empower employees to participate in finding opportunities for improvement and customer satisfaction while maintaining approval control to ensure additional risks aren’t introduced.
TLM Contact Manager Software ensures these efforts are well organized, linked to all other aspects of the QMS that might be related, and assigned to ensure employees who rise to the occasion can be recognized accordingly.
Improve Every Aspect of Your Company
There is Only One Type of Quality Management System
Yours!
Over the last 20 years TLM has discovered a very basic truth when it comes to information management systems such as your eQMS, no two companies have the exact same needs.
In fact, the two biggest risks in the software selection process is either selecting software that is not flexible enough to manage information that is unique, and important to your workflow, thus forcing work arounds, or other concessions that effectively add waste to your business.
The other mistake is getting stuck with comprehensive, but inflexible quality management solutions due to their web based cloud hosting design, which forces a one size fits all approach to meeting customer needs.
And while one size might fit some, it might not fit all your needs when in the long run your understanding of those needs evolves and improves.
Total Lean Management Software, by definition, recognizes this fact, and addresses quality management solutions through a dual technology, upstream / downstream user landscape approach to meeting the needs of both your upstream and downstream user types. This is combined with our tiered approach to addressing newly discovered customer needs, making sure the software works in alignment with your business systems the day after your purchase, and for all the years ahead.
TLM Workflow Support:
Custom fields
Allows you to adapt the software to your company’s terminology.
System Settings
Allows you to choose which features are applied to your process.
Rapid update cycles
Incorporating employee feedback into the continuous improvement cycle creates a synergistic effect on moral, engagement, and productivity.
Development Projects
This capability provides insurance that your system will never leave you stuck after discovering unknown needs after implementation.
High levels of interlinking
By implementing and combining modules in way that might be unique to your business or work flows.
World class customer support
Evolution is a team effort, and the whole team behind TLM enjoys helping companies comply with regulations, manage risk, continuously improve, and maintain a steady growth rate.
Help Files can be Linked to your Controlled Work Instructions
This unique TLM feature allows you to link individual screens in TLM to your own controlled procedures or work instructions for that area of the software (if needed)..
Why TLM is your Best QMS Software Choice
TLM Delivers Your Solution
Out of the box, or with a few customizations, our QMS Software is backed by a 100% success rate for over 2 decades getting companies ISO certified on the first try!
If you have any questions or want more detailed information, do not hesitate to call us (866) 209-6896.
“TLM Customers are always our top priority” -David Smithstein, CEO
“In the 10 years that we have relied on TLM to manage our quality documents, it has grown to become the core of our QMS. Our QMS has been audited by BSI, TUV, SAI, FDA, Canada Health and CDPH . We survived all of those audits and emerged a better company. Thanks, David!”
Jim Klett
“EXCELLENT customer service! Without fail, David has responded to every question, email and phone call within a few hours. He is great to work with and always willing to help… TLM is a one-stop shop for all of our QMS needs … The training videos on the website are helpful- keep them coming!”
Allison Getz
“Very helpful in fine-tuning the software/reports to meet our specific needs for audits, even ones requested the day before the audit. The software is straight forward for use, we have 8 personnel in two different locations using it seamlessly … The best customer support I have ever used.”
Stewart Denham
Quality Integrated with Efficiency
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