Cordis Contact launch from Lloyd James delivers sales channel and contact optimisation

The Lloyd James Group, the prospect and customer marketing experts, has launched its contact management system, Cordis Contact, following extensive trials with pre-launch customers in the automotive, financial services and capital markets.

The new online solution, which builds on Lloyd James proven marketing data expertise, integrates a bespoke front end view for salesforces, intermediaries, branches and dealers.  The solution is the latest development in company’s 20 year history of innovations in targeted marketing.

In the current economic downturn, companies are under enormous pressure to give their sales channels high-level customer and prospect contact support.  At the same time, sales support needs to be matched to sales performance.

In a single unitary solution, which can be easily tailored to integrate company database records and URNs with third party data, Cordis Contact provides salesforces and resellers with a contact management system that gives real-time, online access to a customer and/or prospect database at a hot-desk, in the office, or out on the road.  The system allows users to examine, add, amend and delete records in real time.  Cordis Contact is highly intuitive and simple to use for the non-technical user.

In terms of software and data, Cordis Contact is managed remotely at Lloyd James and does not require any local installation.  It is accessible through a standard browser, using secure username and password login, controlling the user’s system view.

Cordis Contact enables a customisable range of variables to be searched, offering a variety of entry points though which to drill each into complete record.  Campaign and contact history are accessible, along with important suppressions, such as “do not mail”, “out of business”, and “poor credit score”.  When users amend a record or add a contact, the system can verify the entry, identify duplicates and link multiple records around a single address or name.  In one pre-launch application, records are flagged as current, hot, new, current, lapsed, and high/low potential prospect.  In another, sales territory geography has been integrated to prevent multiple contact of a single customer.

Cordis Contact enables automated reporting for users and management, with intermediary, branch, salesperson or dealer performance reporting immediately updated.  Users can perform analyses by period, outlet, campaign and product

Pre-launch customers for Cordis Contact include a major automotive marque, a UK high street bank and an equities market organisation .

Matthew Cantlon, Director of Data Services at Lloyd James, comments, “The market is crying out for affordable salesforce/intermediary contact management systems that forge the link between software capabilities and customer/prospect data expertise.  In combination, these capabilities can be extremely powerful, far outperforming situations where the two elements come from disparate parties who either lack software expertise, or true, in-depth knowledge of customer data and the prospect relationship management process.  At Lloyd James, we have both in abundance, and through Cordis Contact, we are bringing an online contact management solution to the market which will be essential for firms to optimise their sales channels in the current difficult economic situation.”