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Cole Valley Announces Update to ContactEase; New Release Expands Integration between ContactEase CRM Software and Microsoft Outlook.


COUER D'ALENE, Idaho Idaho (ī`dəhō), one of the Rocky Mt. states in the NW United States. It is bordered by Montana and Wyoming (E), Utah and Nevada (S), Oregon and Washington (W), and the Canadian province of British Columbia (N).  -- Cole Valley Software introduces ContactEase Advanced Outlook Integration, a major product enhancement now available in version 9.23 of its leading Client Relationship Management (CRM (Customer Relationship Management) An integrated information system that is used to plan, schedule and control the presales and postsales activities in an organization. ) software product. Advanced Outlook Integration expands ContactEase's Microsoft Outlook For the e-mail and news client bundled with certain versions of Microsoft Windows, see .

Microsoft Outlook or Outlook (full name Microsoft Office Outlook
 address book integration. With this new feature, users will have easy access to any ContactEase data on clients and prospects while in Outlook.

ContactEase CRM software enables professional service firms to manage, coordinate Belonging to a system of indexing by two or more terms. For example, points on a plane, cells in a spreadsheet and bits in dynamic RAM chips are identified by a pair of coordinates. Points in space are identified by sets of three coordinates.  and synchronize See synchronization.  client contact information including phone, address, and e-mail information, as well as any communications, events and relationships with others at the firm. The CRM system creates a firm-wide contact database, providing professionals with a more complete picture of their contacts as well as those of their colleagues. With updates from time & billing and other data sources, ContactEase creates a central electronic information bank which becomes an essential resource for everyone within the firm.

"We are very excited about the ContactEase Advanced Integration with Outlook - it easily gives the users any of the data they need while they are still in Outlook, and it enhances the product significantly," says Christopher Hunt, Director of Information Technology for Tarlow, Breed, Hart & Rodgers in Boston Boston, town, England
Boston, town (1991 pop. 26,495), E central England, on the Witham River. Boston's fame as a port dates from the 13th cent., when it was a Hanseatic port trading wool and wine. Having recovered from a decline in the 18th and 19th cent.
.

"Our clients were demanding more information on their clients and prospects than Outlook could provide," said Jeff Reade Reade is a surname, and may refer to
  • Brian Reade, a British journalist
  • Charles Reade, an English novelist
  • Charles Reade (town planner)
  • Duane Reade, an American drugstore
  • Edwin Godwin Reade, an American politician
, President of Cole Valley. Reade explains that by automatically feeding Outlook data into ContactEase, professionals can access and use client information more effectively. "Once they are sharing data across the firm using the basic ContactEase/Outlook integration, professionals want more information, such as 'Who else do we know at that company?', 'Who else in my office knows this contact?' 'Did they get invited to our last firm event?', 'Who are their other legal or accounting service providers?', 'How much did we bill them last year?'. Since they are often already in Outlook, they can get their answers immediately."

In addition to the Advanced Outlook Integration, ContactEase 9.23 also features a range of improvements in security, administration and reporting ability. For a list of all ContactEase version 9.23 updates, visit www.colevalley.com/clients/whatsnew.htm.

About Cole Valley Software

Cole Valley Software's ContactEase Client Relationship Management (CRM) system enables professional service firms to manage, coordinate and synchronize client touch points including phone, fax, e-mail and events and relationships with others at the firm. Since 1991, Cole Valley Software has delivered fully integrated firm-wide marketing automation software specifically tailored to the needs of professional service firms. For more information, visit www.colevalley.com.

For more information or an interview with Jeff Reade, call Christy chris·ty  
n.
Variant of christie.
 Burke The name Burke (from Irish Gaelic de Burca, of Norman origin). In English the meaning of the name Burke is "fortified hill." See also Berkley. Places
Australia
  • Shire of Burke, Queensland, a Local Government Area
 at 917-623-5096.
COPYRIGHT 2006 Business Wire
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Copyright 2006, Gale Group. All rights reserved. Gale Group is a Thomson Corporation Company.

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Publication:Business Wire
Date:Sep 13, 2006
Words:429
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