The design of Tracker 5.0, Enterprise Edition TRM™ identifies and resolves many common information sharing issues and scenarios. Tracker TRM™ let’s you create Multiple Shared Instances of any company, contact and associated activities. Record or portions of records are shared with defined access rights and the Unified Enterprise Database ties the instances together.

Your organization wants to encourage and enable information sharing for the purposes of growing revenues and reducing customer churn. Multiple Shared Instances addresses the natural reluctance from sharing information across users, groups and Tracker Virtual Environments™.

In real-world information sharing scenarios, it is important to supply key users and groups with the necessary technological solutions, assurances and safeguards to protect their information. Tracker helps you overcome the technological barriers and psychological barriers to sharing information.

As an example, let’s consider the following scenario:

• A sales group for product A identified and closed a sale with a primary contact at a major company.
  
  
• Your company will benefit if the sales group for product B can also offer product B to the same client.
  
  
• The sales manager for product A agrees to share the newly acquired customer record, but needs assurances that his group can share exactly the portions of the data they want in read only mode, including only specific fields for the Company and Contact and only specific Activities.
  
  
• Group B will not modify any of the shared data.
  
  
• Group A can easily monitor the activities performed by group B for this client.
  
  
• Group B wants to have visibility into the shared data while being able to create its own instance.
  
  
• Both groups benefit from the two instances being tied together. It is easy to switch back and forth to see what the other group is doing to the extent that is shared.
  
  
• The organization benefits from increased collaboration and cross selling.
  

With other relationship management systems, the workaround for many common information sharing scenarios is to create duplicate company and contact records, thereby losing the connection between the records. The underlying system has no built in awareness that these are really all instances of the same company and contact, and therefore treats these records as completely separate. Other relationship management systems create technical barriers at the record level and discourage information sharing. The information lives in silos.