Add2Exchange contains three comprehensive modules synchronize and organize your business’ data, contacts, and calendar functions.

Contact Management

Your business contacts are imperative for the success of your organization’s mission.  Add2Exchange Content Management efficiently organizes your team’s contacts on your Exchange server.  Now you can find contacts quickly, share them with members of your team, or keep them private.  Add2Exchange Contact Management does it all!

• Share contacts with your team members so you all have instant access.
• Never lost business contacts again.
• Always have access to important contact information.
• Keep private contacts private.

 

Your business relies on instant communication with clients, customers, and vendors.  Never be stuck without a contact again with Add2Exchange’s comprehensive Contact Management module. 

The Contact Management module allows instantaneous interoffice communication so valuable contacts are stored and shared seamlessly.  There is no more tracking down emails and phone numbers! 

Contact Management frees up valuable human resources allows your team members to focus on building and maintaining your relationship with your clients instead of spending valuable time performing tedious tasks like organizing and sending contact information to each other.

Direct selling and mass communications have just become cost-effective and streamlined.  You can perform a mailing to your entire customer base in just minutes.

           
Can your current contact manager do all this?

• Retains your contact information accurately while cutting down on ineffective databases full of inaccurate information and redundant duplicates.
• Documents such as letters, labels, lists, and fax cover sheets communicate well with Microsoft Office without complex procedures.
• Inter- and outer-office communications are handled effortlessly.  Messages to mobile phones, pagers, e-mail, and radios are easy simple to create with no retyping necessary.
• Communication tracking is readily available for access to all employees with permission.
• Contacts can be categorized by terms of service, product interest, industry, call options, hobbies, and any other relevant descriptions.
• Searches can be initiated quickly to access contacts that meet the criteria you want.
• Show your customers and prospective customers that you know their needs, wants, and interests effortlessly by pulling their data instantly.

 

Task Management

Every organization benefits from a structured process that manages and organizes their team’s tasks.

Add2Exchange’s Task Management software saves your business time and money by enabling you to easily:

• Organize individual or group tasks
• Implement collaboration and/or supervision on tasks easily and effectively
• Create teams of personnel
• Create deadlines
• Establish priorities
• Document project progress
• Allow team members to communicate assigned task status to each co-workers, supervisors, and contacts.
• Streamline interoffice management and communication

 

Add2Exchange’s Task Management implements the power of Microsoft Outlooks protocol for creating tasks and Microsoft’s Exchange Server’s platform for group sharing, enabling them to work flawlessly with one another make your organization’s productivity soar.

Data Management

Your business depends on accurate information that you can access quickly.  It is critical that you manage and share the data in your organization so it’s accessed quickly and consistently throughout your entire team.

Empower your team by implementing a data management solution that effectively controls, protects, and facilitates access to information from different systems for quick and easy access.

• Improve and lower the effort required in managing your information.
• Allow instant access to your data to your entire team
• Find contacts quickly across separate databases
• Store your results and communicate with your contacts more efficiently.
• Create, organize, and categorize your contacts for quick searches.
• Send customer service communications quickly and easily using email, fax, or mass mailings.
• Send company marketing communications quickly and easily using email, fax, or mass mailings.

 

Add2Exchange “Relationships”

A relationship is made when you choose a “source” folder that can be public or private and a “destination” folder that can be public or private.  When a new item (contact, task, appointment) is made in the source folder, it is copied to the destination folder. This allows you to instantly share and duplicate new contacts, appointments, or tasks from the source folder into the destination folder.  You can choose how to update items easily. Now, whenever you update the source folder, the destination folder is updated as well.  Add2Exchange even allows the two folders to work in unison so that when a change is made in one, it automatically appears in the other.  This allows for both “one-way” and “two way” synchronization.

One-way synchronization:

Source folder → (Modification to Data) → destination folder.

When a contact in the source folder is edited, the destination folder is automatically updated however, edits made to the destination do not affect the source folder, and are overwriten when a change is made to the source folder.

 

Two-way synchronization:

Source folder ↔ (Modification to Data) ↔ destination folder.

If a contact in the source folder is edited the destination folder is automatically updated.  If the contact in the destination folder is edited, the source folder is automatically updated.

 

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