ContactEase - Services

	ContactEase in the News
	*Announcing the Release of Client Relationship Console* Cole Valley Software announces the immediate release and availability of the latest addition to its suite of CRM products, Client Relationship Console (CRC). Client Relationship Console integrates with any CRM, VoIP phone, and time and billing system and provides users with data they want when they need it – collections, billing, and client relationship information, all at the user’s fingertips. A popup window on the desktop provides the lawyer with a clear view of the caller's financial and contact data immediately, before the second ring of their phone. >> Click here to read the full article

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	LMA Annual Conference March 14-16, 2012 Gaylord Texan Resort Grapevine, TX See us at Booth 200!

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	ContactEase version 9.30 is now available! Including the new E-mail Campaign Manager, Outlook Cleanup Tool and exciting other features! Click here for more information or to schedule your upgrade.

	Check out the latest add-on features available to ContactEase users! >> Click here for more info

Cole Valley's team of Project Managers and Application Engineers manage the implementation of our Enterprise solutions. Practical insight and technical know-how are combined with hands-on involvement and attention to detail, ensuring that every base is covered during an implementation project. The Project Manager is the key to team, providing our clients with information and control - the catalyst for project success. The four phase process is as follows:

Discovery

The process begins with discovery. Project Managers (PM) work with both your business unit managers and information systems group to gather all information regarding your organization's business practices and computer systems infrastructure. The PM ensures that implementation requirements and acceptance criteria are documented. Once finalized, the PM presents the client organization with the documentation for acceptance sign-off.

Plan

The Project Manager, in conjunction with you, develops a scope of work for your project. This document clearly defines the individual tasks required for completion of the project. The Project Manager creates a timeline showing all required tasks, completion dates, and the resources responsible for each task. The Project Manager updates the timeline as necessary and keeps the client informed on project progress.

Acceptance

The project plan forms the basis for acceptance of project completion. The implementation plan incorporates acceptance tests to verify the project success. The project is considered complete when the application tests meet the acceptance criteria set in the project plan. Cole Valley Software works closely with its clients to ensure that both parties fully understand acceptance criteria expectations prior to the start of work.

Training

Cole Valley Software realizes the demands and time contraints of a busy professional, which is why we have developed an effective training curriculum. The courses are designed to be minimally intrusive to the student's schedule and maximizes the knowledge that he/she will gain at the completion of each course.